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

To: Hans-Erik Eriksson who wrote (2858)	2/26/1999 9:48:00 AM
From: Hans-Erik Eriksson	Read Replies (2) \| Respond to of 3115

When checking up on the options related insider buying, these purchases goes back to end of January and it seems the persons involved exercised their options and sold their shares right away. The sells have been reported earlier, the options related buying was reported now. So not really insider buying, sorry. /Hans-Erik

To: Hans-Erik Eriksson who wrote (2858)	2/27/1999 11:33:00 AM
From: Asymmetric	Read Replies (1) \| Respond to of 3115

Some News Articles: quote.bloomberg.com Jeffrey Vinik Adds Technology Shares in 4th Quarter Boston, Feb. 23 (Bloomberg) -- Jeffrey Vinik, a former manager of Fidelity Investments' flagship Magellan Fund who now runs a hedge fund, added several new technology holdings to his portfolio in the fourth quarter, according to government filings. Boston-based Vinik Asset Management LP bought 2.3 million shares of Compaq Computer Corp., making it the fund's seventh- largest holding. He also bought Electronics for Imaging Inc., Rational Software Corp. and Flextronics International Ltd. Vinik, who has been a big technology investor since his days at Fidelity, also sold or trimmed some computer-related shares. He sold all of his 711,400 shares of Advanced Micro Devices Inc. and unloaded 579,000 shares of Intel Corp., although it is still among the fund's top 10 holdings. ''He's done stock picking in the technology sector in the fourth quarter,'' said Fred Hult, research analyst at Carson Group, a New York-based research firm that tracks holdings of institutional investors. Vinik Asset Management has $3.9 billion in stock holdings, according to SEC filings. The filings don't reflect any of the fund's short positions, that is shares that Vinik borrows and immediately sells in the hope of buying them back at a lower price. Vinik also bought some retail shares in the last three months of 1998. He purchased 643,200 shares of consumer electronics and home office retailer Best Buy Co., a new position, and added to his holding of AnnTaylor Stores Corp. His second-largest position is Abercrombie & Fitch Co., although he sold 156,700 shares in the fourth quarter. Vinik is known as an active trader, meaning his portfolio today may not look like it did at the end of December. Mark Hostetter, Vinik's chief operating officer, wasn't available for comment. At the end of December, Vinik's biggest holdings were Maxtor Corp., Abercrombie & Fitch, Tyco International Ltd., Comverse Technology Inc. and Electronics For Imaging Inc. ............................................................................ Rational Software Down 6%; Analysts Cite Profit-Taking>RATL Dow Jones Newswires -- February 22, 1999 NEW YORK (Dow Jones)--Rational Software Corp.'s (RATL) shares were off as much as 7% Monday, which analysts attributed to profit-taking after a recent runup. The shares hit a 52-week high of 35 5/8 Feb. 3, more than triple the year-low of 10 1/2 Sept. 1, 1998. "I would ascribe it to nothing more than well-intentioned, low-volume, profit-taking on heels of a stock that's virtually tripled this year," said Gilford Securities analyst Casey Alexander. Officials of the Cupertino, Calif., maker of software development tools couldn't be reached for comment. Rational Software's stock may also be off because it has surpassed a technical support level of around 25, according to Joseph Stevens & Co. analyst Steven Frenkel, who practices both fundamental and technical analysis. He said the stock may continue to fall to that level, but he knew of no fundamental reasons for a decline. Frenkel and other analysts said the company has been performing well lately and its outlook was positive. The company's Nasdaq-listed shares recently traded off 1 21/32, or 5.2%, at 29 29/32, on composite volume of 963,000 shares. Earlier, the shares traded at 29 1/2. Average daily volume is 1.3 million shares. - By Peter Loftus; 201-938-5099.