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

To: ratlong who wrote (1982)	12/23/1997 2:33:00 PM
From: John Mansfield	Read Replies (1) \| Respond to of 3115

re: Y2K and Rational Hi Trevor!, >> I think the two might cancel each other out.<< You may be right! >> The other thing about corporate IT departments is that the people who would be buying RATL tools are fundamentally different people than those who are writing lines of cobol code to address y2k issue. Different departments, different functions, different knowledge sets and mostimportantly, different budgets.<< Definitely right! But: in times of crisis in a company, brutal budget cuts will occur. Also, OO, VB, C++ programmers will increasingly be shifted toY2K remediation work (possibly as a result of all those cuts; or because of much better hour rates). This is a minus re. y2k. >>Also, the fact that SQA is being used to test Y2K compliance also positions RATL well for post Y2K business.<< SQA is a fine product; from what I have seen from the specs (did not use it myself). So that is a great + re. y2k/ So in total, it may well cancel each other out (but keep an eye on y2k effects! ;-)). Regards, John

To: ratlong who wrote (1982)	12/23/1997 5:28:00 PM
From: Czechsinthemail	Read Replies (1) \| Respond to of 3115

Though no one knows for sure, I suspect that on balance the enormous amount of new software to be written will be a plus for Rational, since its tools will facilitate those projects. SQA will definitely benefit from the increased testing requirements. RATL stock looking amazingly strong today, remaining up on strong volume while the rest of the market sold off. It looks like the balance between year end selling and bargain hunting may be leaning toward the buy side. Baird