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

To: ratlong who wrote (2770)	1/11/1999 3:14:00 PM
From: Hans-Erik Eriksson	Read Replies (1) \| Respond to of 3115

ratlong, > We've "known" each other for awhile now, and as usual, I think > we are in fundamental agreement- maybe coming from a slightly > different perspective. Yes, I think we basically agree but it's fun to debate anyway :-). We fully agree on where the company is right now. The point I was trying to make is that I don't need any 'dramatical strategical changes for the future' from RATL in order to keep my investment. I believe they are in the 'Gorilla' position (see "The Gorilla Game" by Geoffrey Moore which I am sure you are familiar with) and that they can continue to grow faster than the overall market. Naturally that doesn't mean they just can lay back and let the business run itself, there are threats and they have to deliver new, good products within their area. But I don't believe any dramatical changes is necessary (and this is where we maybe disagrees): just keeping and maintaining their position, grow along or faster than overall market, and slowly broaden their product base and/or markets. I think that will provide excellent growth. One thing they could do is maybe rename themselves to rational.com and call themselves 'the internet CASE tools company' -- that would probably double their stock in a couple of days...:-) No sorry, they are profitable -- then it won't work...:-) > As for the insider selling, I have to go with Diana, although she > did dump this too early. :^) They definitely did sell and it makes > me very nervous for the next couple of days... Yes, makes you wonder. Levy also did a options-related BUY of 85,000 shares at the same time as those sales, though. And would they really like to repeat a debacle similar to 97 and sell a month before presenting bad earnings ? Wall street confidence would take a hit. Wednesday will tell. I'm in for the long term and optimistic. Best, /Hans-Erik