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

To: gmccon who wrote (3274)	3/20/1999 9:08:00 PM
From: Nick	Read Replies (1) \| Respond to of 3748

Interesting Scenario! Carry your scenario out a little and look back in time about 5 years ago and you had this company from the Bay state with multiple product lines. In comes a new CEO and brings in the best sales and marketing types around and turns a company that was almost underwater under the previous management (who founded the company) around. The target was IBM and the other leaders in the market. The strategy was very very simple, WIN at any expense (Even if you have to give equipment away) to gain market share. Launch a major PR and marketing effort which included some intial WSJ advertisements to propel the marketing tasks. Take marginal products and spruce them up with lots sex appeal and madison avenue spin, motivate the sales and maketing teams and go after OEMS, new customers, take customers from the leaders (IBM, STK, DEC, HP, SUN, Etc.) and keep your name in front of everyone (Brand appeal). Add some value add capability that furthers your brand appeal and now you got some mometum. So to answer, Take an MTIC, add the right leader(s), add a market/PR punch and some intial funding to back it for a few quarters and look out!!! The rest of course is history so there is always a chance;) Nick

To: gmccon who wrote (3274)	3/20/1999 9:17:00 PM
From: David A. Lethe	Read Replies (2) \| Respond to of 3748

gmccon: The Gladiator line is hardly a "Better" than EMC's offerings, as you stated. That is both nieve and grossy incorrect. Thre are dozens of features that EMC offers that MTI can't. These range from host O/S support to software features such as remote mirroring and on-line real-time backup. MTI is certainly cheaper than EMC, but they hardly offer the same feature set. (I do agree with you about the performance of their senior management, IMHO any company with Ray Noorda on board should be avoided by investors) - David