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I think Adaptec (ADPT) is well-positioned to have a
bang-up 1996. Here are my reasons --
1) SCSI, with its multithreading capability and greater
capacity for expansion, is poised to surpass EIDE.
2) ADPT is the dominant maker of SCSI adapters. No danger
of commodification here -- they own the patents.
3) Peripherals (like IOMEGA's ZIP drive) will continue to
proliferate. More and more computer owners will realize that
the best way to accomodate this proliferation is through SCSI.
Any thoughts or reactions? Please post here... |