Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

INTC 40.03

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Dec 1 3:59 PM EST

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To: billwot who wrote (17709)	2/20/1998 7:30:00 PM
From: Tony Viola	Read Replies (2) of 27012

Billwot, Re: "What are your thoughts on our ADPT in general, and the Symbios deal?" Adaptec and Symbios, both excellent companies with great products. We have used both. Well, practically everyone with SCSI devices has used Adaptec products. Symbios, not so much, but we use them in our RAID storage products. Very reliable. I personally like this deal more than the CPQ - DEC one. Maybe the street not liking ADPT - Symbios deal is that storage companies don't command as high PE ratios as network and computer interface companies, if that's what you want to call ADPT here. Now, ADPT has a good chunk of storage in them. But, hey, it's ADPT's job to grow the company, not the PE. Tony

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