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

To: gmccon who wrote (1224)	1/28/1998 12:51:00 PM
From: Sam	Read Replies (1) \| Respond to of 3748

Greg, I'm in already, albeit a small position (800 shares at 13). I can't say I have a thorough understanding of this company. But I was impressed when I requested via email over the Web information about the company, and a week later got it, then a couple of weeks after that got a sales call from someone asking if they could "help" my company in any way with a system. I think that they are in a good market, the trend is their friend, and while I can't honestly judge their product competitively from a standpoint of being a user myself, I know people who have (and still do) used them and have praised them highly. They are, in my portfolio and to my mind, a promising speculation. Their market cap is about 1/40 of EMCs. They don't have to win every time or even a majority of times for them to increase their revenues and consequently their market cap fairly substantially. They aren't a raving buy, but at a PSR of less than 2x revenues (I am assuming around 200m revenues, counting the next quarter), for a company of this size and past earnings and revenue growth, they aren't that expensive either. I am willing to wait--I am not a "timer", I'm not trying to live off trading, so I can afford to wait. As far as the Naz listing is concerning, I'm sure it will help, and the weakness right now may be a prelude to a nice bump up once it takes place. Not exactly unheard of for the MMs to play games with stocks in MTIC's position. They play with them both up and down. That is how they make their money. It's unconscionable, but so it goes. I don't have the power to stop them, and don't have the time to try, so I just have to live with it as a fact of life. Best, Sam