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Technology Stocks : Adaptec (ADPT)
ADPT 15.76-1.3%Jan 9 9:30 AM EST

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To: Thomas Scharf who wrote (1670)4/15/1998 1:13:00 PM
From: Charlie Smith   of 5944
 
Thomas:

<<My personal view is that SCSI will disappear over the next 5 years to be replaced by fibre channel and/or USB at the desk top.>>

I'm not sure SCSI will go away so fast, particularly if prices can be cut commensurate with box prices. Fibre channel is rapidly making inroads, however. The SEG conf call yesterday made this point in no uncertain terms. Product transitions such as this one can make or break a company. Wall Street is betting that ADPT is broken.

Charlie
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