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Technology Stocks : EMC How high can it go?
EMC 29.050.0%Sep 15 5:00 PM EST
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To: JDN who wrote (10504)6/20/2000 5:24:00 PM
From: Gus   of 17183
 
A zero cost basis is a zero cost basis.<g> The question of adding more MCDT A or MCDT B in the aftermarket is why we're trying to get a handle on the current and potential opportunity for Mcdata.

For example, if the IPO values the entire company at over $10 billion, what's to stop MCDT from acquiring a company like.........Seagate, especially if the Delaware court mandates a new auction of that company? Current management is trying to steal that $6.8B (sales) company for a measly $2B (or a net net $800M)!!! And there are a lot of disgruntled institutional and retail investors who may see the eminent sense that kind of deal makes especially since it effectively robs the loot from legal hijackers. Think of its as a vote against greed that also has the potential to make a lot of people a lot of money.<g>

This is speculation, of course, but the major gaps in Mcdata's FabricReady SAN solution are in the disk drive arrays and tape drive arrays. Seagate provides all that with its Xiotech SAN business, its Cobalt NAS products and its tape drive business. Seagate is also the primary supplier to EMC (90%) and the dominant enterprise disk drive vendor (50+%) with a huge ($15-20B open market value) investment portfolio in VRTS, LHSP, VECO, etc

If all that comes to pass, we will have a company with $7+B in sales that could easily command over $50B in market cap because it will be moving in lockstep with EMC to establish the storage-centric or data-centric or information-centric IT model as the dominant paradigm in technology in the 21st century.

Food for thought.
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