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Technology Stocks : Merant - MRNT (formerly MIFGY) -- Ignore unavailable to you. Want to Upgrade?

To: PCSS who wrote (437)	5/3/1999 9:59:00 AM
From: PCSS	Respond to of 461

Here's something that will help MRNT go <UP> MERANT Signs Strategic Agreement with HP go2net.newsalert.com Maybe 15+ is attainable ?? Michael

To: PCSS who wrote (437)	5/3/1999 11:36:00 AM
From: Arrow Hd.	Read Replies (1) \| Respond to 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.