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Technology Stocks : MENTOR GRAPHICS

MENT 37.25

0.0%

Mar 31 5:00 PM EST

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To: P314159d who wrote (196)	2/3/1999 1:38:00 PM
From: Robert Douglas	Read Replies (3) of 376

I read the Jan. 29th Merrill Lynch reports on MENT, CDN and SNPS. Each company is rated near-term accumulate, long-term buy. The price targets for the three are only marginally above the current prices with MENT's actually below where it is trading today. ($12) The reports are positive yet not overly enthusiastic about the future. The most glaring difference in forecasts for the next two years lies in profitability. Mentor's profitability is estimated for the next two years to be between a third and a half of the others. It seems like this could be the area where MENT could beat expectations as the new market-share-taking products become a greater and greater proportion of total revenues. If Mentor can approach these levels of profitability over the next 3+ years then this stock could be on track for a pleasant move for shareholders. One thing I picked up from the conference call is the demand arising from the ongoing shift to .25 and .18 microns is apparently accelerating. Very good for MENT. -Robert

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