SI
SI
discoversearch

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 13.86+1.0%1:58 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Torben Noerup Nielsen who wrote (2009)5/5/1998 10:08:00 PM
From: Doug  Read Replies (1) of 5944
 
Torben: The general feeling on the street is that
a: UDMA 33/66 has short circuited SCSI in the PC market and is now also taking market share in Wk-Stns|Servers.
b: Margins are being severely squeezed to maintain revenue.
c: Qlogic is gaining market share from ADPT.
d: The recent acquisition may prove a write off.

It would be nice if you could review these observations and give us your assessment of these technology challenges facing ADPT. Thx.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext