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Technology Stocks : Adaptec (ADPT)
ADPT 17.06-1.6%3:46 PM EST

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To: Bill Ulrich who wrote (1225)3/19/1998 6:17:00 AM
From: Jonathan Bird  Read Replies (1) of 5944
 
MrB, thanks for explaining that to me. Could you elaborate on how exactly ADPT would profit here? Could they perhaps have the expertise to create and licencse a new type of advanced format similiar to ECD that the AMP will use? Is this so difficult that AAPL couldn't do it themselves? And I suppose they would also profit from sales of recorders that are used in content creation? Any more angles?

Jon Bird
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