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

To: Asymmetric who wrote (3072)	11/15/2000 12:53:04 PM
From: ellray	Read Replies (2) \| Respond to of 3115

Hi folks, The full PDF of the Wit Soundview report is available on their website: www.witsoundview.com/research/reports/ratl_20001114/rat_l001114.pdf (In case I've gotten that wrong, the report can be found under 'research'->'reports' on the WS website.) Essentially, their survey points were: - e-commerce is spending less on s/w tools now (9% of budget vs 13% earlier) - "spending intention" for app development tools "had dropped from 45% for 2000 to 30% for 2001" - packaged s/w spending intention have INCREASED to 52% for 2001 from 31% for 2000 - Focus has moved from C++ toward Java There is other information about some skewing of RATL's income numbers (from both source of income and Catapulse), but I'll let you read the rest for yourselves. -Jeff