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Technology Stocks : Intel Corporation (INTC)
INTC 40.13-0.5%3:03 PM EST

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To: Tony Viola who wrote (44679)1/10/1998 4:19:00 PM
From: Amir Shalit   of 186894
 
Tony, since I used to work for a few of the
"potential" SCSI companies you mentiond I must
say that the reason ADPT disapointed is
NOT SCSI COPMETETION. NEC is using Adaptec products;
ASUS has about zero sales; Future Domain was bought
by Adaptec two years ago and Bus Logic
HBA engineers were assigned to other projects
due to "booming sales". <g>

What could be happening other than lousy high
tech environment fueled mostly by no real life
need for Intel's latest products (i.e. P-II)
is a shift to SCSI on the Motherboard which still
means increased unit count to Adaptec but reduced revenue.

Amir
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