Adaptec (ADPT) Message Board

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Technology Stocks : Adaptec (ADPT)

ADPT 14.95

+1.5%

Dec 8 3:59 PM EST

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To: Analog Kid who wrote (690)	12/4/1997 8:24:00 AM
From: Tom M	Read Replies (3) of 5944

Kid, something else about Adaptec is that they virtually own the CD/R market which has yet to explode. They bought up the most popular package on the PC (Easy CD-Pro/CD-Pro) & the Mac's Toast. They added their own packet writing technology to them to eliminate the bufferring problems and make it as easy to use as any drive letter. And of course for any reasonable speed and throughput in recording 650MB CD's (& DVD future), you'll want SCSI. They own the ultimate bundling solution. I feel this year after the street drives up IOM as much as they can on the ZIP drive, they'll cash in & take it down by pointing out you pay about $15-$20 for 100M ZIP media vs $1-$2 for 650M blank CDs. If that happens, we may pick up a large momentum investor pool from IOM - a nice bonus if it happens but I think ADPT will do just fine anyway. It's always been just a matter of time for the prices to come down enough to pick a new high density removable media standard, IMO.

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