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Technology Stocks : LINUX -- Ignore unavailable to you. Want to Upgrade?

To: JC Jaros who wrote (1132)	2/27/1999 7:06:00 AM
From: Rusty Johnson	Read Replies (1) \| Respond to of 2615

Linux ... Schminux ... show me the money. I've always thought SUNW was a good play on Linux. But next week I hope to get a crack at AMAT again. I'm not even sure the transition from 8 to 12 inch wafers has begun in earnest and "they" are talking about 0.18 micron, 0.13 micron, and 0.10 micron line widths. Sounds like new semiconductor equipment to me. Message 7936785 The cheap PC is here and the appliances will come. Did I read that only one in ten chips goes into a PC? I don't know if AMD, Cyrix, LSI or IDTI will make "heaps and heaps" of dough but I know who will sell them the equipment to make the chips. AMAT may not be cheap even at 50 but I think they're in for a good run for the next few years. And Linux helps. FWIW. Why is it that a RAID storage company is trading at a 14 PE? Sounds cheap. I know nothing about it. All I know is EMC is a dominant player and SUNW and DELL are getting more and more into storage products.

To: JC Jaros who wrote (1132)	2/27/1999 9:14:00 AM
From: jim nazium	Read Replies (1) \| Respond to of 2615

Closer access to what is the latest with Linux as it pertains to companies deploying it so MTI can have a Linux RAID product and their product announcement this week is the first to market. MTI's RAID primarily go into the open unix market and NT. The majority of their devices plug into HP, SUN and some SGI. The stock is trading where it is because it missed the Sept Q due to a product transition to fibre channel. They just announced their fill fibre solution this month and expect shipments to begin to ramp in June.EMC is the leader but MTI tends to play in the mid market as EMC primarily plays higher end. About 20% of MTI' business is now to portals or ISP's which tend to be unix houses and several appear to have an appetite for Linux. MTI is also very underfollowed and their is not much expectation built into the stock. Most institutions left the stock when they missed the quarter but they beat the December quarter. The stock has actually been trading well this year. Also I think the Caldera alliance and investment will give it more attention.