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Technology Stocks : Merant - MRNT (formerly MIFGY)
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To: Ian Burton who wrote (385)1/19/1999 11:21:00 AM
From: Arrow Hd.  Read Replies (1) of 461
 
Ian, thanks for taking the time to respond and I think you are on an
excellent set of points. It is very logical that the audits and so
on that happen at the end of the Y2K projects would offer an excellent
opportunity to propose new initiatives. What would be encouraging
now would be to see some new contracts announced that would prove this
transition. Has there been any? Does MIFGY management understand
that a transition contract now is as important an announcement as a
Y2K contract announcement was a year or so ago? Transition contracts
would go a long way to prove to analysts and institutions that there
is life after Y2K and they have the contracts to prove it. We know
that it is true but unfortunately the SI thread is not enough to move
the stock.
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