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Technology Stocks : MTIC - Is this the next EMC?

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To: gmccon who wrote (3258)3/4/1999 4:04:00 PM
From: Mark K.  Read Replies (1) of 3748
 
IBM does not currently sell an open systems disk storage subsystem that competes with MTI. The IBM Seascape architecture may do this in the future, but IBM has never been know for strong subsystems that work with other vendors' servers. The Dell announcement is talking about supplying disk drives, not subsystems. IBM already supplies disk drives to Dell, and on the conference call the company indicated that there wouldn't be much increase in revenue from Dell from this announcement for quite some time. It's an interesting technological partnership, but hardly a "nail in the coffin" of MTI.

-Mark K.
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