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

To: kech who wrote (2775)	1/13/1999 5:37:00 PM
From: ratlong	Read Replies (1) \| Respond to of 3115

Conference call is going extremely well- Wendell Laidley(CSFB), Sheila Innis(H&Q), Sophia Chang(Goldman) have all offered major congrats. Major news was earnings guidance: Q4 $113M is conservative, comfortable with $116M to $118M Q4 EPS comfortable with .21-.22 FY99 $394M is conservative, comfortable with $400M-$405M FY99 EPS .59 is conservative, comfortable with .63-.64 CY99 $463M is conservative, comfortable with $490 to $495M CY99 EPS comfortable with .80-.83 FY00 $490M, comfortable with $525M to $535M FY00 EPS- comfortable with .88-.90 CY00 $630M-$645M CY00 EPS- $1.05 to $1.10 Next EA on 4/16 at 1:30PST

To: kech who wrote (2775)	1/13/1999 7:08:00 PM
From: Randy Ellingson	Read Replies (2) \| Respond to of 3115

Last quote I can see is 27 1/4. Hard to see what significance that has, as there weren't many sales after hours, and most were ~ 26 3/4. At first glance this quarterly report shows the company on the right track. I'll be curious to see is they've completed the 6M share buyback which was authorized around the last Q earning release...(?). Is that the main reason for the reduced cash reserve? If so, perhaps they'll hold off on further share buybacks for now (especially if options dilution is expected to diminish). One other note for any financial whizzes out there. While this board has been looking at increasing deferred revenues as a positive sign (and they increased again this quarter, right?), I thought I saw someone at TMF mention them as a liability. Can anyone clarify the significance of deferred revs? Randy