Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Randy Ellingson who wrote (2392)	4/24/1998 1:18:00 PM
From: Deanne	Read Replies (2) \| Respond to of 3115

I think if they did the buy back right after the price fell in Oct. that would have added fuel to the fire on the alleged leaking of info. early to the brokerage firm (can't remember which one). Deanne

To: Randy Ellingson who wrote (2392)	4/25/1998 12:21:00 PM
From: Len White	Respond to of 3115

Rational may have (wisely, IMHO) wanted to wait for any share repurchase plan until they were operating from a stronger position in there business. They may have needed their cash if they had encountered other unexpected hurdles while trying to regain some strength. Management didn't share Wall Street's uncertainties as to the future of the company. Nor did it take an earnings announcement for management to learn how the company is doing. When they announce quarterly results, they are telling us about something that they have lived for the last three months. There's no such thing as an earnings surprise from management's point of view. I know I'm saying the obvious, and I don't mean to sound condescending if it is coming across that way. But it is a simple truth that is easy to lose sight of. Keep in mind, management was buying RATL stock back in November.