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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD
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To: Hans-Erik Eriksson who wrote (2778)1/13/1999 10:31:00 PM
From: ratlong  Read Replies (2) of 3115
 
Hans,
Unfortunately, my gut says that even with the outstanding news from Levy and Friends, I have a feeling that the Brazil crisis is going to have a major impact tomorrow. Levy said 60% to 65% of revenues coming from the "Americas" and I think he specifically referenced the Latin America team. Given the news today, he might have been well-served to break out what South/Central America represent of that 60%.

I hope the great work these guys have done is not overshadowed by this seemingly major economic crisis.
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