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Technology Stocks : EMC How high can it go? -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (11010)	8/29/2000 11:50:49 PM
From: Yamakita	Read Replies (1) \| Respond to of 17183

Gus, do you think MCDT is a compelling buy here on its own? Or are you comfortable just holding it via your EMC shares? I'm tempted to sell off about a quarter of my EMC and purchase MCDT, based solely on market cap issues.

To: Gus who wrote (11010)	8/30/2000 9:11:39 PM
From: Abner Hosmer	Read Replies (1) \| Respond to of 17183

>I don't think that we should be too quick to assume that a) the McDATA shares will be distributed according to the current ratio of McDATA Holdings and EMC;< Gus, after reading your post several times, I'm still unclear as to what you may be guessing at here. Ostensibly, one of the major reasons for a spinoff would be to open up new market opportunities for Mcdata, particularly amongst companies that compete with EMC. Are you suggesting a partial spinoff, no spinoff, or some other scenario? And if not spun-off according to the current ratio of Mcdata holdings to EMC, then how? thanks - Abner