Adaptec (ADPT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Adaptec (ADPT)

ADPT 18.25

+15.8%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: jgercke who wrote (1652)	4/14/1998 5:15:00 PM
From: slob	Read Replies (2) of 5944

ADPT's PEG valuation! I think that PEG is a very good indicator for growth companies but fails when the market shifts away from the product. I'm very interested in finding accurate valuation methods for fundamentally sound companies with decreasing revenue / earnings. All help is welcome. As for ADPT's valuation,I would suggest that you study S3 back in late 96 early 97. S3 was king of the Graphics controllers, however, it was clear that the market was shifting to 3D graphics. Look now at S3 and you'll find a company that is struggling to find its direction. IMHO ADPT is at a similar crossroads. It seems to me that the high end products will end up going to 1394 and who needs SCSI for low end. Where does this leave ADTP? If the PC makers move away from ADPT's products than all the PSR, PER & PEG calculations in the world don't count for a hill of beans. Slob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next