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Technology Stocks : Merant - MRNT (formerly MIFGY)
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To: PCSS who wrote (456)6/21/2000 10:43:00 AM
From: Arrow Hd.  Read Replies (1) of 461
 
Michael, that was an excellent post and one with which I agree with. There is no question in my mind that B to B and B to C will be absolutely necessary for every reasonably sized company anywhere in the world. When you consider that currently 70% of today's world commerce on a daily basis flows through an IBM or IBM compatible mainframe at some point during transmission then you can see that a company like Merant is well positioned. I think to some degree companies like Merant are suffering the Y2K hangover and have been forgotten. I foresee a second half push into E@Commerce and sometime late this year a re-focus on software companies that provide enablement. If they have restructured and established the right level of understanding with the investment community with regards to quarterly performance then somewhere here in the next few months we will see a bottom in their share price. Just an opinion of course.
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