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Technology Stocks : Adaptec (ADPT)
ADPT 15.17+10.3%3:59 PM EST

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To: Torben Noerup Nielsen who wrote (2071)5/7/1998 3:01:00 PM
From: Doug  Read Replies (1) of 5944
 
Torben: Thx once again for an enlightening response. ADPT would have liked Ultra SCSI to dominate the IO mkt. However, they are now being squeezed on 2 fronts. On the low end, UDMA has gained. On the high end , ultra SCSI has to now compete with Fibre. Whilst this fight is currently developing, The new 1394 device Bay which MSFT supports may gain wider acceptance.

In brief I think ADPT is going to face a lot of competition going forward. Would be interesting to know their long term plans to hold on as Market Leaders.
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