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

To: ratlong who wrote (2761)	1/7/1999 3:56:00 PM
From: Randy Ellingson	Respond to of 3115

"However, I still can't forget the plummet from 40 to 20 from 20 to 12- just protecting myself." That makes good sense. I have only known about Rational since they took over Pure Atria (and I was new to the industry even at that time). But I certainly know what the 2 year chart looks like! And I too have experienced the steep drop in RATL (from ~22 to ~8 was it?). Diversification always makes good sense, especially in a market such as this one where it appears nothing can go wrong with the financial world. Randy

To: ratlong who wrote (2761)	1/7/1999 9:07:00 PM
From: Hans-Erik Eriksson	Read Replies (1) \| Respond to of 3115

Hi ratlong, > 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. I can understand some of your and Thomas views (and also insiders plans to sell) that RATL has now reached its proper or even a high valuation based on fundamentals , but it's always a risk to underestimate the power when the business model of a company comes into full spin...and with the current dominance by RATL in it's field I believe even RATL insiders could underestimate it. RATL will be a very different (i.e. larger) company in 2-3 years from now. Maybe I am being overly optimistic, to balance it off I have some skepticism about the overall market conditions (but not about RATL at all right now). On another note, it seems the "Rational Gurus" (a.k.a. "the three amigos") is going on a "world tour". I just got a invitation to something called "Rational '99 Worldwide Software Symposium" which is being held in 8 U.S. States, Canada, 6 European Countries, Australia, Hong Kong, Singapore and India. One of the three gurus is attending each seminar to give it 'guru status'. The tour will go on from January to April. Among the contents is "Best Practices of Software Development", "Rational Unified Process", "Applying UML" and of course supporting sessions on all the Rational tools. There's also a 30 minute space for "New Major Announcements" -- I got some idea ("a qualified guess") what it is about. I think it's brilliant marketing -- use the gurus to establish Rational world-wide and sell more Rational tools! Best, /Hans-Erik P.S. Recommended reading to those who want a overview of the 'Rational Unified Process' which is what really drives all those tools: "The Rational Unified Process - an introduction" by Philippe Kruchten, Addison-Wesley 1999. Excellent, well-written book! (good complement to "UML Toolkit", sorry couldn't resist :-)).