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

To: Hans-Erik Eriksson who wrote (2911)	4/15/1999 6:29:00 PM
From: ratlong	Read Replies (1) \| Respond to of 3115

As I posted on Yahoo(its been alittle more active than SI lately)... Product License Rev. grew by 62% Doubled internal estimates for Suite sales in first quarter "Most impressive results for a new product in its launch quarter that he has even seen" Cash grew to 260M Cash generated in quarter was 38M 10 largest customers represented 25% of booking 50 largest customers represetned 45% 100 largest represented 55% Record number of $1million, 500K, 100K and 50K transactions. 12,000 individual sales to 5000 different customers. 300 rationsl suites customers 15 100K Suites orders Customer feedback is superb Suites has "erected insurmountable barriers to entry" "Future has never looked better" "Seeing green in pipeline- terrific funnel, pipeline, activity levels." 6 to 7 weeks ahead of last year interms of sales capacity looking forward More and better visabilty Suite solution revolutionizes software development Every "big deal" has an e-business component Got tagged on shrinking service revenues. Levy screwed up in my mind and said that his service organization was "focused on pre-sales and closing deals rather than delivering business" Guidance has conservative- he said he was very confident but wanted to wait until 1st or 2nd quarter. Said the main result of the CA/Platinum merger was they were getting alot of resumes. CA is focused on systems management and mainframe business meaning now "There is Rational and there is no one else..."