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Technology Stocks : Adaptec (ADPT)

ADPT 19.12

+3.1%

Jan 26 3:59 PM EST

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To: Torben Noerup Nielsen who wrote (2363)	5/24/1998 2:43:00 PM
From: Jay Lowe	Read Replies (2) of 5944

Yep. That's why I'm in ADPT. Undervalued and has a strong technology future. The only downside is that these new technologies will be more commodititized than SCSI ... but I forsee ADPT being able to add value due to their strong engineering capability and attitudes. I also see a nice add-on market. Don't pan USB so violently ... a USB device-side chip costs a buck for the low-speed version. There 43 assorted PC devices that are perfectly happy with such speeds... the class of human input devices: mice, joysticks, etc, etc. USB was not designed to be a high-speed interconnect... it was specifically designed as a serial port replacement. We won't see firewire device-side chips for < $1 for quite awhile. Concur on DV and DVD ... the adoption curve will, however, be damped by the development rate of new software and new concepts. I would double up on ADPT instantly is I heard they planned a push in the area of DV/DVD software ... acquisition or something. Their CD software has become widely adopted. Something in the Killer-app category for DVD would be interesting, eh?

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