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


To: puborectalis who wrote (2625)9/9/1998 8:09:00 AM
From: diana g  Respond to of 3115
 
hi stephen,
Did you hear last CC? These notes from it were posted here by GJD --
"...Levy expects FY 99 revenue to be around 385MM vs the old expectation of $375MM. EPS estimates to go to 0.55 from 0.53. Rev. Growth to go to 24% from 20%. FY 00 revenue expectation in now up to $465-480MM and EPS range 0.68-0.74. Levy is one of the best high-tech executives I've ever heard on a conf. call. He swallowed a big pill last Fall by bringing the expectations too low, and has managed these expectations well for 2 quarters. Now he is ready to increase estimates..."

I don't think RATL is going to 20 next week, but I think we have some Up left here, and I think the market agrees with me.

207.95.154.130

regards,

diana



To: puborectalis who wrote (2625)9/11/1998 5:42:00 PM
From: Alomex  Read Replies (1) | Respond to of 3115
 
I've watched this company come down from $40, and called it overvalued all along (except for the short time it spent under $10), I still don't like rational, even after the latest fall.

I have friends who inform me that they are removing purify from their school because educational license cost is way too high. Usually this sort of thing is an indicator of how well or bad a company is managing its act.

If their bean counters cannot see that CS students should essentially get the product for free, I doubt they can see much else...