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

To: Hans-Erik Eriksson who wrote (2326)	4/17/1998 4:27:00 AM
From: ratlong	Read Replies (2) \| Respond to of 3115

I think we all agree that their PR sucks. One thing I have seen over and over again is that the leak to the analysts last fall was clearly a mistake. The reason why I say that is that Rational is not going to make the same mistake twice and everything about how they are approaching their performance, numbers and investor relations would say that they realize that was a painful mistake. They are being very careful. I would expect this type of approach for the next couple of quarters, atleast until the second half of FY99- meet expectations, no surprises and don't get the analysts to jack up their expectations. In the second half of FY99 and early FY00, if the has not moved significantly, I will take a look at changing strategy, but I won't move a share until that time.