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


To: diana g who wrote (2529)7/7/1998 11:24:00 AM
From: Thomas Haegin  Read Replies (1) | Respond to of 3115
 
Diana, thanks for your comments. I appreciate it about EPS - I haven't mad up my mind yet. I agree, there is nothing of substance to point negatively to.

As per Prop.2, nice to see that you vote against it, too. I really think management should do better/clearer than that.

Have a good day, see you later,

Thomas

P.S. Anybody knows whatever happened to Trevor Price? Just asking.



To: diana g who wrote (2529)7/7/1998 5:30:00 PM
From: diana g  Read Replies (1) | Respond to of 3115
 
I received an e-mail today from a guy who I think really knows software. He has been interested in RATL for some time.
Here's a few snippets of his opinions therefrom:

".... Their meeting with analysts and institutional investors about one month ago was extremely positive. I talked with someone who attended and he came out extremely bullish...

"No acquisitions will occur- they are not looking to raise money to acquire- they learned their lesson. They were hurt by PLAT getting LBMS and LogicWorks and Cayenne has a tool which goes against LogicWorks, so that might be an option, but I doubt it...

I don't expect that they will exceed earnings...

I am still extremely bullish on the stock. I expect that they will meet earnings. I expect it to move to the 17-19 range. I expect a series of announcements in the fall about the integrated product suite. This will bolster the stock even further and I expect it to be in the 22-25 range by January 1...."


I thought I'd share that with the thread. I cut out the stuff about how beautiful and witty and charming I am, and also left out the part where he gives me the inside tip for a stock which will double next week.