Mercator (MCTR) [formerly TSI Software] Message Board

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Technology Stocks : Mercator (MCTR) [formerly TSI Software]

MCTR 0.979

+6.9%

Dec 9 3:46 PM EST

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To: go_bucks who wrote (21)	8/28/2000 7:15:05 PM
From: Lizzie Tudor	Read Replies (1) of 70

I just mean way broken because of the problems with the CFO and those executives leaving, all the financial issues. My understanding is the product is an XML mapper only, it doesn't compete with webm/active I know... not sure about tibx... the larger companies in this space have an xml mapper, a workflow piece, an adapter layer into the erps and that is their product. As far as I know mercator doesn't have the adapter layer, I don't know about workflow... but it seems to have the best mapper and considering tibx is worth 15 billion then mctr is worth much more than current valuation on that merit alone. Oracle created an EAI hub at a customer site I know of recently using mercator... oracle did their own erp adapters and with mercator now its a full blown solution... some b2b's I know of are going mercator too. This company is unlike other bottom fisher companies I nibble on (calico for example) because mercator is at the beginning of their growth cycle with xml... too bad they couldn't figure out how to balance their books but I'm hoping they get it together since prospective hires will see the potential in company and stock. But its is also possible they miss another quarter (fail to guide the street) and then its single digits fer sure...

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