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Technology Stocks : MTIC - Is this the next EMC? -- Ignore unavailable to you. Want to Upgrade?

To: GuinnessGuy who wrote (3687)	5/24/2000 11:45:00 AM
From: J Fieb	Respond to of 3748

starowl, Storagetek is an example of a fine company that has no SAN offering, just legacy tape biz. Imagine if MTIC wasn't making this product transformation. Revenue from the Vivant product family was $67.7 million for the full fiscal year, up from essentially zero the preceding fiscal year. Without this product where would revenues be?

To: GuinnessGuy who wrote (3687)	5/24/2000 12:10:00 PM
From: Starowl	Respond to of 3748

Craig, I am not as concerned about the SAN market as the FC portion of it. Although, I am not in a very strong position to debate the issue. Vivant up 42 percent, of course, must be seen in context of when it was introduced and from the base it climbed that percentage. The reason I am thinking about the future of FC is the discussion I have seen about Ethernet/SCSI and SANs. Starowl

To: GuinnessGuy who wrote (3687)	5/24/2000 12:31:00 PM
From: Dan Hamilton	Read Replies (1) \| Respond to of 3748

I had just started to look at MTIC in the last few weeks, and now the bottom falls out of share price. My sympathies to all those in at higher levels. I am not as knowledgeable as those on this board with respect to MTIC and its markets, but I would expect mass storage/SAN's to grow nicely in the coming years. I'm looking at this as a point of entry and crunching a few numbers... - Trading at approximately 1 times sales - P/E of approximately 19 for FY2000 - Earnings estimates according to Multex are 74 cents for next year. That would make a forward P/E of about 10. Is it realistic to think MTIC can hit their 2001 numbers? It would be nearly 100% earnings growth from FY2000. Any comments welcome...