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Technology Stocks : Adaptec (ADPT)
ADPT 17.59+3.8%Nov 5 3:59 PM EST

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To: Mark who wrote (1213)3/17/1998 8:16:00 PM
From: Camron Rafizadeh  Read Replies (1) of 5944
 
Real question is: " How can a company show 40% growth rate on all major parameters consistently over
> 6 years".....the answer is .....
Let me rewind a little bit here. This question is directed at past so the answer is fairly straightforward,
isn't? Let's answer it in real simple language not on "all major parameters" lingo.

With All due respect, what's missing in Mark's analysis is technology element which is big one on its own. Understanding technology in high growth sector is essential in evaluating the CO's performance. This is often missing from wall street analysis. As you can see, Mark does not talk about the nature of technology and the new products that have been introduced right before/after the big nose-dive. We hear a lot about fundamentals and why they are not in right order by him. I saw one post that tried to explain acquisition of the Symbois with respect product needs and future technological growth which in turn translate into more $!

So let me say it bluntly Mark is waiting for 20% (entry point of $18-$19) nose-dive and 75% rise ($32-$35).
The rest of us are happy with 50% rise. One more thing if this stock drops to around $18-$19, it is not worth keeping at all!

Again this is my opinion not the facts!

Little Man, Camron
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