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

To: Randy Ellingson who wrote (2347)	4/22/1998 7:06:00 PM
From: Jay M. Harris	Read Replies (1) \| Respond to of 3115

Hello to the board, just a quick mention of an often overlooked tidbit hiding on the balance sheet. The Year over Year growth component of Deferred Revenue was up approximately 25%. This company has learned well from MSFT and will command a higher P/E going forward for continued EPS visibility and consistency. I'm raising my price target on RATL from $20 to $30 over the next 24 months because of robust NT related revenue and a more consistent earnings pattern and associated P/E multiple expansion. Good luck to all of the long term investors in this rosy little company. 2 years out and we will be smiling through rose colored glasses.. Regards, Jay