MTIC - Is this the next EMC? Message Board

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Technology Stocks : MTIC - Is this the next EMC?

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To: Kerry Lee who wrote (3582)	12/12/1999 3:07:00 AM
From: architect*	Read Replies (1) of 3748

thanks Kerry I'll try to access the article tomorrow, The $21 3/4 valuation of MTI for Caldera Systems seems low, since there is a 42% discount factored in, possibly for Caldera value verses Red Hat value?? or just a discounted value for holdings??? $21 3/4 doesn't consider Red Hat value has risen 300% from $90 to $270 since the article was published in 8/99. MTI with 30.6 million O/S x $21.75 = $ 665 million RHAT with 68.8 million O/S X $90 X 25% = $ 1.555 billion $665 m / $1.55 b = 42% discount if we knew the future value of Caldera relative to the 8/99 value of Red Hat, investing would be so simple. John

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