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Technology Stocks : Merant - MRNT (formerly MIFGY)

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To: Ian Burton who wrote (401)2/13/1999 2:28:00 PM
From: PCSS   of 461
 
Ian,

You are right on about the US-ers selling once a little gain has been made. I'm sure they are happy to get out at anything in double digits. NOT smart since this is a well producted company. Needs some visible results (will come in time), refining (which Gary did 2 yrs ago at ISLI) and honesty (which Gary learned about 2+ yrs ago at ISLI).

Good results next week would be nice, great results would be unexpected. This qtr results will probably have a lot of buyout/merger/restructuring garbage in it as one-time costs. The keys this qtr will be product revenues, new contracts and forward looking statements.

I'm here for the Loooong haul ... it will do very well in time.

Have had not contact with Gary, et al for 1+ years.

Michael
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