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Technology Stocks : Rogue Wave Software (RWAV) -- Ignore unavailable to you. Want to Upgrade?


To: John Ritter who wrote (173)10/29/1999 1:51:00 AM
From: Oliver Hahn  Read Replies (3) | Respond to of 231
 
John and John,

It is real interesting looking at some of the initial posts to this thread. There was much comparison between RWAV and RATL, which seemed to be in the same boat at the time. What a divergence! RATL, which has what seems like a similar mix of busines, does about $500 million in sales per year, with tidy profits. One useful thing to note is that RATL also spends bundles on sales and marketing: in most recent Q, $50 million on sales/marketing, $10 million gen./admin, $23 million R&D (see siliconinvestor.com. So maybe RWAV is not completely out of line. Another useful note is that RATL also has had a big crash in its past, and seems to have pulled out of it. Makes me wonder, which is the better purchase, RATL (the one with earnings and momentum), or RWAV (the one that could turn it around and may have more upward potential). Any thoughts?

Oliver