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

To: ratlong who wrote (2766)	1/9/1999 8:38:00 AM
From: Hans-Erik Eriksson	Read Replies (2) \| Respond to of 3115

ratlong, > Usually you can read a companies strategic transition and quite > frankly, I see RATL focusing on dominating their market, but > I don't see the next transition. Once I get a sense of where they > will be in 2 to 3 years, I might move one way or another > <...> RATL seems to have been running with their head down > trying to consolidate their products, but what is next? My point is that RATL has now become the company that its leaders envisioned some years ago. By buying other companies very aggressively, and in the last year consolidating the companies and their products. I don't expect any dramatical transitions, I just believe they will grow at least in par with their market which is growing rapidly and is dominated by RATL (i.e. a typical "Gorilla Pattern"). The transition is really taking place among the customers, with more and more of professional software development going from 'programming' to an 'industrial development process' supported by tools. Naturally the technology will advance, and there are many good competitors out there. But RATL has also acquired a lot of talented people, capable of both envisioning new technology and in implementing it. They might start buying some companies again, though not as aggressively as before. I am sure they'll acquire ObjecTime (embedded/real-time market) at some point soon, and they might like to buy some services companies too. > What are your thoughts on the big announcements? I also got the > flyer and may check out the session. Those are -six- pretty > serious heavy weights. Walker Royce is very well-regarded. > You have a guess on the new announcements? Sorry, I'll pass on that one. I would probably annoy RATL by making any statements about that. I shouldn't have mentioned it in my post - my mistake. You are right, it's actually six gurus though I believe there will only by two of them at each session. > Anyway, while we have already benefitted from the upside, I > don't see much of a change that this will drop significantly. > I still think we have a lot of room to grow. Agreed. Even with some negative surprises I don't think it'll go back into teens again. > BTW, D- I agree with your apprehension with insider selling. > If I didn't own it, I probably wouldn't buy it right now. If I got it right, they haven't sold yet ? One speculation could be that they have filed the plans to sell because they 'believe' earnings will be good and that they plan to sell in the price upswing after earnings (which might be the time to sell if you want out). Best, /Hans-Erik P.S. I guess I sound very bullish on RATL right now. I promise I'll try and write something critical about RATL soon :-).