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


To: ratlong who wrote (3011)1/13/2000 1:14:00 PM
From: Thomas Haegin  Read Replies (2) | Respond to of 3115
 
Dear ratlong, why is it or what makes you perceive or believe that the RATL folks are becoming arrogant? Certainly their claims of being THE e-software development company looks rather far fetched to me too, but OTOH their results over the past 2.5 years have been very good indeed, and the stock has appreciated nicely.

I'm still long RATL, and am still positive about their outlook. The acceleration in revenues as of 12/99 is quite remarkable. I will keep an eye on their DSO though, it's a little worse (3 or 4 days) for the 9 months per 12/99 than it was per 12/98. Creating too much hype going forward will inevitably bring about a fumble eventually. But so far, to me it looks rather good.

I'm gonna listen to the CC now. It's available via Yahoo!broadcast.

Any quick comments on their arrogance highly welcome.

Thanks a lot,
Thomas