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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: Hans-Erik Eriksson who wrote (2800)	1/19/1999 10:13:00 PM
From: ratlong	Read Replies (2) of 3115

>Overall looks very promising though, this is the completion of all >the mergers trying to get a streamlined product portfolio. Agreed, >nice move on pricing too. Agreed- the stock didn't move much because Levy basically gave everything away in the conference call. What do you make of the significance of the price break? Are they trying to become a mainstream product and is that a statement that they have a volume opportunity? It could be read in the opposite- they are facing threats and therefore need to price closer to the market. If they have frozen out competitors, then the only reason they would reduce price would be to get blanket adoption by potential customers. When he said they expect to increase penetration by 5X to 10X- is this how they are going to achieve those numbers? Thoughts? >Hope they don't sit too much in the lap of the Redmond,Wa. >company though - Rational Rose for Java is the Rose version >with the highest growth and MSFT ain't winning that war. Levy paid some notice to this issue and stressed relationships with IBM and Oracle. He did mention Sun, but barely a whisper. RATL is a Microsoft company- the fact that they are diversifying should be taken as a statement of the strength from which they operate. IBM and Oracle would not deal with RATL if RATL was not the only game in town. >As the hub for all their suites I see Rational Unified Process >and Rose, which is great. All those tools without a process >is useless, and the base for development should be the >architectural models - also realize the amount of training and >consulting necessary to deploy all these tools into >development organizations (hey, that's what I'm doing - >but I'll leave some work for RATL... :-) ). I agree with you. We've shared thoughts on both in the past. I think RUP is a key piece of the future. I am interested to see that Rose is still the "first girl" of the RATL family. Why ClearCase and RUP are not the hubs is alittle surprising to me. Process on the front end and CM/VC on the back. Still no process automation or DB Modeling like LBMS/ERWin at Platinum. They must not be that concerned with PLAT- with their recent implosion, who would care? >Will try and get back with some more analysis soon. Still >maintain my view of a 'gorilla pattern', it just becomes more >and more apparent: how can any other company cut in here ? I totally agree. I think I posted that in my notes from the conference call. Levy staked victory to this space in his conference call. His moves today further verify that position. To displace RATL will take an army. I didn't catch the teleconference (too long-distance call), can anyone sum it up ? Any news that weren't in the news releases ? I think only press and industry analysts were allowed to participate. I thought of trying to call myself Wendell Laidley or someone from Gartner but figured I wouldn't do so... Anyway, looking forward to your thoughts. Talk to you soon.

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