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Technology Stocks : Adaptec (ADPT)
ADPT 14.50-0.1%Nov 12 3:59 PM EST
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To: OrionX who wrote (1954)5/1/1998 4:48:00 PM
From: Michael Burry  Read Replies (1) of 5944
 
My question regards Adaptec's future competitive
advantage.

In SCSI, it was the market force and had patents
and such.

In the future, what will prevent it from becoming
a commodity player of next-generation products.
And what will prevent the DD's and other peripherals
from incorporating a commodity tech into their
own devices?

Mike
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