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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: Hans-Erik Eriksson who wrote (2788)	1/14/1999 11:49:00 AM
From: ratlong	Read Replies (1) of 3115

Morning Hans... Slept late this morning knowing things would be ALLLLLRIGHT. Brazil...Brasmil One point of clarification. Levy did not use the term e-commerce, he used the term e-business. I think he was very conscious about that. If I was not conscious about it and used e-commerce in my notes, apologies. What he said is that CIOs and IT Managers are saying essentially is "web or death." I don't think he was referring to beyond.com, CDNow, Ebay and others. I think he is referring to mission critical applications running on corporate intranets. Over the long haul, I agree with you. I long the consistent growth that we are seeing here-RATL has a great pattern. I have to believe that Devlin is announcing what Levy mentioned with the integrated suite of products. While they don't refer to it by name, they are dropping enough hints. Are you going to participate? Remember, using their 888 connection from Scandanavia could impact next quarters numbers... The Goldman upgrade is tremendous, they baby should continue to climb as institutions are going to be fighting for it at this point.

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