Adaptec (ADPT) Message Board

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Technology Stocks : Adaptec (ADPT)

ADPT 14.81

-4.9%

Nov 7 9:30 AM EST

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To: Camron Rafizadeh who wrote (1460)	3/29/1998 2:47:00 PM
From: JasonLe	Read Replies (2) of 5944

To All: fandalmental analysis for Q4. Base on last quarter results 20-23 % of rev. come form disk drive controller This sector is not doing well. May drop to 18-20 percent. 1-2 cents drop 20-30 million didn't recognize last quarter, will recognize this quarter. That will be 3-4 cents to earning. smart move. Revenue will be flat with Q3. 250-260Mil. ScSi II is going well. Server is doing well. Nt5 coming out in june people may wait till then for server, but orcl say server market is good, so are the following cpq, hwp, dell. buying symbios and adi read channel not an immediate effect, but effect the buy back plan. (heck with investor valuation i guess), long term growth 1 to 2 Q down the road. so they expected 0.41. Q3 = 38 - disk drive + recog = 38 - 2 + 4 = 40 just shy of expected 41 or meet it. The question is the company going to warning. May be not, so close. If they do, about 2 more weeks. So what the heck wrong with the stock price??? I'm listening The stock look damn cheap for leader of it sector. Trader afraid co. going to warning??? I'm listening. Forward pe and growth look really good not because of market share but acquisition. Think about it. Happy trading to all Good luck....

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