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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD
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To: ratlong who wrote (2912)4/16/1999 3:13:00 AM
From: Thomas Haegin  Read Replies (1) of 3115
 
Ratlong and All:
I assume you listened to the CC. Sounds very good to me. I also note that service revs were kind of slower growth than license revs. License revs had a HUGE gain, really impressive. What a change from year ago comparisons (03/98 vs. 03/97)! Back then we were worried about license revs growth... not anymore.

I assume that the suite simply sell like "crazy", demand must be just excellent... which means that RATL is well on its way to gain "standard status" in their field. Excellent perspectives, IMO.

I also note the increased Deferred revs that I like very much. And still they produced the v.g. rate of total revs growth.

I now believe more than ever that the recent insider sales were not related to the RATL business environment/numbers, but simply for diversification. If you sold DELL or MSFT whenever insiders sold stock, you missed out big time over the years (RATL is neither, I know, but still)...

So the Yahoo Board is good for some buzz as some employees seem to be present there, but really, there is not much to say/criticize about RATL these days. So I think the relative quiteness here on SI is fully in order. Boards like INTC are almost unreadable due to the avalanche of daily messages, IMO.

Long and strong,
Thomas
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