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

To: Randy Ellingson who wrote (2760)	1/7/1999 3:29:00 PM
From: ratlong	Read Replies (2) \| Respond to of 3115

I actually agree with both of you. Over the past 18 months, my feeling was that this was a no-brainer. I couldn't understand why an opportunity like RATL was hanging around. Now, I think it is less of a screaming deal. I still think about picking more up because I do think that it will make 27 look cheap eventually. However, for the past 18 months, it has been a huge % of my portfolio, so I have taken some out and moved into other stocks (PSFT, IFMX, CDNW/NTKI, FHT, ORCL). I am comfortable with my position right now as I have diversified my risk from RATL. If the above do well, I will probably be accumulating again. However, I still can't forget the plummet from 40 to 20 from 20 to 12- just protecting myself.