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Technology Stocks : Adaptec (ADPT)
ADPT 14.09-0.4%Nov 14 3:59 PM EST

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To: Torben Noerup Nielsen who wrote (1984)5/2/1998 1:22:00 AM
From: Jay Lowe  Read Replies (1) of 5944
 
Torben ... I agree almost completely with your
counter-examples ... it's nice to see someone else
confirm the same thoughts I have about some of these
possible downside scenarios.

I try to follow good management and great technology,
and I think ADPT has both under control.

I differ only in ...

- I see less ADPT adapters on shelves than I used to
- I see little visibility for UltraSCSI (e.g., shop DELL)
- ho-hum digital video ... same story was told for audio

Machs nichts on these points anyway ...
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