Adaptec (ADPT) Message Board

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Technology Stocks : Adaptec (ADPT)

ADPT 18.85

-4.2%

3:59 PM EST

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To: Bald Man from Mars who wrote (2026)	5/4/1998 12:18:00 AM
From: slipnsip	Read Replies (1) of 5944

"If you are long at 19-5/8, are you in for the long haul or just play for a quick rebound ..." I think the hardware industry will rebound by the end of the year. Thus ADPT being what I consider to be an industry leader and the market tending to look out 6 months in the future, it is probably a good hold. Fighting with myself as to whether I stay diversified (owning 6 equity positions and 40% fixed at the equivalent of %15 taxable) or whether I concentrate in a big beat up name with all of my equity money. Considering playing the bounce and putting all my equity funds into CPQ for what I consider to be a pretty good short term play and if things go wrong in the short term, an excellent long term play. Ideally I get a great bounce (2 or 3 points) CPQ slips a point or two, then I slam all my money into CPQ praying for a 70% increase in my equity stake over the next 18 months. The street is begining to love CPQ again. Couple more analysts upgrades which have already started, and we are right back to $40 quicker than you can blink. GOOD LUCK ALL, see ya at 9:30! P.S. No making fun of my 15% fixed money.. Lucky for me I have a close relative who needed my cash for 6 months... GRIN

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