Adaptec (ADPT) Message Board

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Technology Stocks : Adaptec (ADPT)

ADPT 14.50

-0.1%

Nov 12 3:59 PM EST

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To: Michael Burry who wrote (1959)	5/1/1998 5:21:00 PM
From: Jay Lowe	Read Replies (1) of 5944

>> And what will prevent the DD's and other peripherals from incorporating a commodity tech into their own devices? I'll take a general swing at that ... the technology pipe is filled with new stuff (fibre, RAID, 1394) that will not settle to commodity level for several years. Over the next two years, we'll see plenty of opportunity for brand-differentiated cadillac products which is what ADPT does well and is known to do well. If I had to buy one of these new technologies, I'd have to consider the ADPT version first ... other factors being equal. So ... lots of new technology coming ... and ADPT has demonstrated extreme success in this part of the curve. That we are now moving from the SCSI wave to some new waves is just a plus in my opinion ... IF ... ADPT can execute. I'll be watching their execution of these new technologies like a hawk.

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