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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: Hans-Erik Eriksson who wrote (2859)	3/8/1999 1:29:00 PM
From: Asymmetric	Read Replies (1) of 3115

March Quarter Tracking To Expectations [Some info from 2/23 - Credit Suisse] Rational (RATL-$29 9/32-Cap $2.5B-BUY) Wendell H. Laidley, FY99E $0.63, FY00E $0.90 * RATL stock gave back some ground yesterday as old news regarding insider selling was recycled in the news wires. * Recent conversations with mgmt combined with feedback from our sources suggests underlying business momentum during the March quarter indeed remains strong. * RATL achieved its March qtr objective of shipping Suites by 2/11, which should redefine the competitive landscape and accelerate account penetration. * Other key selling points include meaningful enterprise deal pipeline, e-business related demand, partner leverage (MSFT, IBM), incremental ERP business, conservative estimates and upside potential. * No change in estimates or BUY rating. Relative to our 35% growth assumptions and 12-month price target of $37 (35 times CY00 EPS of $1.07), RATL shares remain attractive. CSFB Tech Daily Chris Kwak

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