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

To: ratlong who wrote (2784)	1/14/1999 4:40:00 AM
From: Thomas Haegin	Respond to of 3115

<< ... I have a feeling that the Brazil crisis is going to have a major impact tomorrow >> Yes, definitely on the market generally, because of psychology mainly, but I strongly doubt that a further slowdown/fallout in Brazil and LatAm will seriously dent into RATL sales in the old world. LatAm is not where the big growth is for RATL _at_this_time_. Mind you, it may well become important one day, but these days, the sell to cos. based in old world. Besides, they produced their splendid results despite Asian, Japanese and Russian crises over the last year. I'm not concerned for RATL biz at all at this time, but if I was a C or MER or AXP shareholder, I'd be concerned indeed about more troubles ahead in their biz. Forget RATL being a hold (as I said earlier): I will use any weakness (to low $20s for example) to accumulate more RATL shares. kind regards, Thomas

To: ratlong who wrote (2784)	1/14/1999 5:57:00 AM
From: Hans-Erik Eriksson	Read Replies (2) \| Respond to of 3115

ratlong, Besides the Brazilian crisis there probably were also some speculation about positive earnings built into the stock price, so maybe there won't be such a big move today -- who can tell, we'll know in a couple of hours... Did you see this (see below) ? Is this the repackaging into suites or are there some new tools as well ? (not that the integrated suites isn't important - they are!). I like the title: "Rational redefines software development tools market". What specifically were said about 'e-commerce' at the conference call ? That it is an important market I understand, but to my knowledge RATL today hasn't any specific features or products that directly targets e-commerce. Rational has excellent tools for software development and 'e-commerce software' is being heavily invested in these days, so I am sure they are selling a lot of tools to e-commerce developers. But will they also launch specific products for e-commerce and web software development? I guess my jokes about RATL becoming a Internet company weren't so far-fetched after all...I do realize the importance of the Internet (quote: "overhyped but underrated, it will change the world") but I am amazed at the valuations of some of the Internet stocks -- and that just by announcing a stock split a company is valued a number of billion dollars higher. At least RATL have real earnings and a steady,solid growth... Best, /Hans-Erik RATIONAL SOFTWARE REDEFINES SOFTWARE DEVELOPMENT TOOLS MARKET Please join Rational Software Corporation President, Mike Devlin, at a teleconference to announce a new family of products that is the culmination of an 18-month effort to integrate best-of-class development tools into a single solution for software project teams. Devlin will reveal how these new products take Rational and the software development tools market in a new direction. When: Tuesday, January 19th, 1999, 1:00 pm EST, 10:00 am PST. (Call will last an hour, with half devoted to Q & A) Who: Mike Devlin, co-founder and president, Rational Software Corporation. What: Devlin will reveal business strategy and breakthrough technology behind a first-of-its-kind product family that enables teams of software analysts, developers, and quality assurance specialists to collaborate on all aspects of software development. Why: Fast, on-time, top-quality software development is the key to success in the Internet Age. Yet some experts estimate that only 26 percent of software projects are delivered on time and on budget. Rational's new approach directly addresses these problems and as a result will change the way software development projects are completed. Where: Via teleconference. In the U.S., dial 888-455-9646. Internationally, dial 312-470-0046. Mike Devlin will be the leader of the call and the password will be "Rational." To obtain a copy of the presentation, please go to rational.com. The presentation will be available the morning of the call. For more information, please contact Adina Zinn of UpStart Communications at 510-420-6692 or via email at azinn@upstart.com. SOURCE Rational Software Corporation