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


To: David A. Lethe who wrote (3333)4/26/1999 3:18:00 PM
From: jim nazium  Read Replies (1) | Respond to of 3748
 
It has been obvious from your one sided comments that you are a competitor and am glad you finally admit it. Not interested in your one sided comparison sheet, my friend.



To: David A. Lethe who wrote (3333)4/26/1999 3:24:00 PM
From: Nick  Read Replies (1) | Respond to of 3748
 
Who's controller is being used in the polaris product you sell, is
it your own or from someone else? What other vendors are shipping
FC-FC RAID subsystems based on an FC-FC RAID controller?
From a packaging standpoint big deal, several players have
had FC drives for sometime(BXH, DGN(and all of its resellers),
ECCS, etc.).

What Im interested in is not the packaging but rather the value
add and that would be the controller combined with the packaging,
service, support, etc. After all, nobody cares about or gives a
hoot about who supplies EMC with their packaging, its what EMC
builds or has built for them to put into those cabinets that are
made up in New England.

From an investment standpoint (vendor bashing and competition is
best left to the general chat groups and bbs) however general info
on what is good or not good about a specific vendor can be useful
particular if you are long as I am and it indicates a positive
trend or objective.

Im looking for value and value add like to research those firms I
invest along with their industries. You as a participant in the
storage sector your insight as to what is happening is interesting
and at times informative. Im currious as to your last paragraph
as it eludes that you are moving away from working with MTIC. Is
there any particular reason we as investors should be aware of a
shortcoming? Again, who are your suppliers so they to can be
researched as possible investments and for analysis.

If MTIC and DGN are the only actual manufacturers of FC-FC RAID
arrays (and specificly the controllers), then as Jim points
out, there is value and something of news or potential here as
they also appear to be the only vendors provuding a total turnkey
FC-FC solution that is theirs.

Nick