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Technology Stocks : Merant - MRNT (formerly MIFGY)

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To: PCSS who wrote (383)1/18/1999 12:44:00 PM
From: Arrow Hd.  Read Replies (1) of 461
 
Michael, my concern is that this release is about a completed project.
There was no mention of follow on business of any kind resulting from
the significant satisfaction of the Micro Focus conversion tools.
That is what has depressed these stocks the past year. What is your
view on the ability to solicit continuing business from Y2K contracts
that are coming to completion? Is there actually new Y2K business to
close at this late date? MIFGY needs a published transition plan that
makes sense. Maybe there is one and I have not seen it. Do you, FYI,
or Ian have any analysis or thoughts on how MIFGY can convince the
investing institutions that there is both a short term and long term
story here. Thanks in advance.
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