Adaptec (ADPT) Message Board

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Technology Stocks : Adaptec (ADPT)

ADPT 16.47

+1.9%

10:27 AM EST

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To: James McMahon Jr. who wrote (3055)	7/22/1998 8:14:00 PM
From: The Philosopher	of 5944

For a first post, it shows remarkable promise. Welcome. Is Adaptec a buggy-whip manufacturer? Depends on how much emphasis you put on their SCSI business and how much credit you give to their present and potential entries into new technologies (Firewire and others). If you think SCSI is all there is to the company, it's not a good investment imo. If you can see promise in their R&D and forthcoming products, it looks better. Earnings come out tomorrow, and we're all waiting to see what they do. With 600-700 mil in cash, though, and patents and products on hand, it's hard to see a good argument for valuing the stock much lower than it is unless you a) believe the lawsuits will result in high damages not covered by insurance or b) have no confidence in management (which has been discussed on the thread). Welcome, and keep the good posts coming.

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