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Technology Stocks : RATIONAL SOFTWARE- BUY OR HOLD -- Ignore unavailable to you. Want to Upgrade?

To: Thomas Haegin who wrote (2968)	10/11/1999 1:54:00 PM
From: Asymmetric	Respond to of 3115

Thomas, I think the Credit Suisse analyst report from Sept portends some very good things indeed for this company. Expression by analyst that revenue growth could/will probably be above estimates of 31%, and closer to 40%, combined with probable margin expansion, increase in sales force, etc, should provide the fuel for the stock. I can only think that the relative "weakness" or flatness in the stock over the last several months is fear of merger related activity? and the fact that we're right in the heart of the month of October. Can't see Visio as much of a factor, but I'm not really the right kind of guy to answer that question anyway. Good luck. Peter.