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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD

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To: Bob Smith who wrote (2873)3/12/1999 1:06:00 PM
From: Hans-Erik Eriksson  Read Replies (2) of 3115
 
Bob,

> What the heck is going on with this stock?

I really don't have a clue...I don't want to make a
"yahoo-i'll-try-to-change-the-stock-price-with-a-corny-message"
statement, but nothing is wrong with the fundamentals. I
expect all my US stocks to be in red numbers on a day like
this, but I'm surprised at RATL being beaten so heavily.

Their strategy and position is right on, this must be a worry
connected with the insider sellings (which I believe was for
other reasons, actually to sell when it was considered
'appropiate' to them). Competitors such as Mercury and Sterling
are not near Rational in market presence -- do anyone realize
that almost ALL universities and educational institutions are
now using or referring to UML,the amigos, and Rational ?

The only speculation one could make is that the suites are
being misunderstood by customers, that they HAVE to buy the
entire suites and can't as before buy the individual products
(which they can, but maybe the message hasn't been properly
carried through).

Long term, i'm not worried. Anyone know the number of attendees
at UML World in NY this week ?

Best regards,

/Hans-Erik
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