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

To: gmccon who wrote (1185)	1/27/1998 12:30:00 PM
From: Mark T. Heath	Read Replies (1) \| Respond to of 3748

I didn't say I was selling. What I'm saying, without the benefit of hearing mgmt yet on today's conference, is that I will have to temper expectations in the short run. I think the NASDAQ listing may be in the stock price now and so is any future, substantial growth. I don't see what other conclusion I can reach given the stock's reaction to today's numbers. This is all conditional to me hearing mgmt's outlook. Does anybody have the number yet? I have not called California yet.

To: gmccon who wrote (1185)	1/27/1998 12:38:00 PM
From: Duncan	Respond to of 3748

Mark: You seem to be close to the Company's financial numbers. Perhaps you could post the trade receivable and inventory balances for the 3Q one year ago...and the balances as of the current 3Q. Let's accurately evaluate the growth rates of these balances versus the 39% growth in revenues during this same period. As for today's weakness, perhaps it's just some profit taking or maybe the company didn't meet an aggressive "whisper" number by the street. In the long run, this is a great company and the stock price should go up...so don't worry too much about day to day swings...unless the inventory/receivable issue merits further review. Let's also watch the analyst community to see if any hop on board in the next few days with coverage. Just my two cents. Duncan