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Technology Stocks : MTIC - Is this the next EMC?

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To: Mark T. Heath who wrote (887)12/17/1997 10:53:00 PM
From: jkb  Read Replies (1) of 3748
 
Mark - we may not get a pop tomorrow - perhaps wishful thinking on my part. But day-to-day doesn't make much difference to me as I am long on MTI. But, I really enjoyed the article's description of the NT space - as this is where I have believed (since I started looking at MTI) that a large unaccounted space for exists.

Sometimes articles that market the industry space are better for the stock than articles specifically detailing a company. The 'New America' article a couple of months ago did nothing for the then immediate performance. Anything to help analysts (esp. institutions) better understand the industry and those who participate. If these analysts begin to fully research this space - I'm sure all of the MTI patents will quickly go noticed.

It also helped differentiate how internal drive subsystems w/ companies such as DELL/CPQ/HWP are lower-end compared to mid-range and high-end systems. Again, that's good advertising for understanding the space.

I'll be curious to find out from Frank after this q how growth on NT-based systems has been.

-Jay
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