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Technology Stocks : Adaptec (ADPT)

ADPT 18.50

-3.8%

3:59 PM EST

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To: Jay Lowe who wrote (2364)	5/24/1998 4:55:00 PM
From: Doug	Read Replies (1) of 5944

J.L: Would it be correct to assume that the long term trends point to the following: a: Fibre Channel will be the predominant I/O for Servers and high speed devices. PCI will also be under threat. b:Firewire will replace IDE/SCSI/UDMA based on best speed/unit cost. It will be used on all P.C's. I understand Apple,Molex,Skiptone,Texas Inst are also into Firewire. It will be interesting if any one knows the market share of each. Regarding Fibre Channel, is Digital in the lead re:Sales. If this long term scenario is correct, how will ADPT and its recent acquisition fare.?

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