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

To: Stitch who wrote (3412)	5/27/1999 11:08:00 PM
From: jim nazium	Read Replies (1) \| Respond to of 3748

Read the Van Kasper report and very well done. Their numbers seem low to me. We will see. One interesting point is that they indicated that Dell may be making their own box later in the year abandoning Data General. If that is true then their is only a few companies that could provide the controller:MTIC, Symbios (LSI), and MYLX. Symbios probably too expensive for DEll. Frankly I have done work on MYLX and it think it is a great buy here. This June quarter seems to be another tough one but they have gotten major design wins on their external controller and this should start to ramp beginning in Sept Q. The market will get a head of this as it always does. Just seems compelling from a risk/reward. MTIC continues to do well and look for better things to come.