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

To: ratlong who wrote (2205)3/2/1998 9:17:00 PM
From: diana g  Read Replies (1) | Respond to of 3115
 
Hi Trevor,
Thank you for your reassuring post. (After the Yahoo rumor, I was considering selling, figuring that if 'chinnclinic' is on the RATL payroll, I better get out while I can! <g>)

"... over the long haul, Levy, Devlin & Co. will deliver."

FWIW, I'm inclined to agree. I think we're going to do well with RATL.

best regards,

diana



To: ratlong who wrote (2205)3/3/1998 9:30:00 AM
From: Len White  Read Replies (1) | Respond to of 3115
 
If you understand the personalities of Paul Levy and Mike Devlin, I don't think you will see them exceed earnings for some time. They will meet estimates for atleast six quarters and, yes they are backlogging revs.

What you are saying is consistent with Paul Levy's statement some months ago that he wants RATL to be predictable.


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