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Technology Stocks : Merant - MRNT (formerly MIFGY)

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To: Corey Hawk who wrote (164)6/8/1998 2:47:00 PM
From: Ian Burton  Read Replies (1) of 461
 
What's the impact on MIFGY if NSCP turnaround?

As to NSCP turnaround possibilities: Huge mkt. opportunity awaits - internet s/w mkt. forecast to be $45B in 2001. Good start with Citibank but how easily can they re-target from consumer to large corporate? How many R&D $$ will it take and how easily can this be funded?

Note that analysts gave a cautious welcome to the new plans - but the price then fell. I rate Barksdale.

A few more ket +ve signals (like Citibank) would be needed for me to go NSCP long.
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