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Technology Stocks : Merant - MRNT (formerly MIFGY)
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To: PCSS who wrote (437)5/3/1999 11:36:00 AM
From: Arrow Hd.  Read Replies (1) of 461
 
The comment in the article that mainframes are too expensive to
replace even with new technology is a major error in thinking. The
reason they have not been replaced is that other solutions are too
expensive, cant handle the transaction volumes, lack RAS and
data security and do not have the robust operating systems necessary
for running a glass house environment, among other things. Mainframes
have never been more in use as measured in MIPs installed world-wide.
Prices have come down and those analysts lacking an understanding of
the hardware marketplace assume that when revenues decline it is due
to lack of interest. Revenues decline due to competition driving
price attrition. The competition is Hitachi and Amdahl, not some
other platform. IBM, for example, shipped 80% more mainframe MIPs
YOY in this first quarter. That is not indicative of a platform in
decline. The mainframe uses the most advanced technology first, in
combination with complex microcode and sophisticated end-user
accessible software such as operating systems, applications, data
bases, utilities and any other software that resides above the
external user interface within the machine and at the channel
interface external to the machine. Merant is perfectly positioned to
engage the enterprise marketplace once we get into the year 2000 and
past the Y2K issue. So it may take time to develop but sometime next
year this is a 40 to 60 dollar stock again unless it gets taken out
at some number lower than this and that is a major possibility.
Currently, I do not have a position in Merant. It is always on my
watch list along with a hundred other tech stocks and for long term
investors it was a steal the past few months. I know you will stay
with it and you will be rewarded well for your patience and major
contribution to this thread.
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