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Technology Stocks : Adaptec (ADPT)
ADPT 19.16+0.2%11:50 AM EST
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To: Torben Noerup Nielsen who wrote (2363)5/25/1998 4:15:00 AM
From: Johnathan C. Doe  Read Replies (3) of 5944
 
Torben, you are following this stock very closely; what do you know about the SCSI aspects within Firewire? I'm not up to speed at all with the engineering aspects to all of this; I am more of a market analyst than anything else.

I think where we are at is where we end up often when a stock falls big; is there something wrong with the technology or is the stock just out of favor for any number of reasons. 9 times out of 10; the technology is not the problem.

Here are some questions and comments:

1) Does Adaptec sell a chip that is incorporated onto any motherboards or peripheral internal electronics; the card board of the board in external peripherals? My guess is that they do sell some component. The disk drive electronics? The motherboard? I really don't know this area of the company.

2) I do know that they have myriad circumstances where their SCSI card is included with a peripheral as a package. One such situation is Gateway including a 2940 card with any SCSI CD-ROM drive. I also believe that an Adaptec card is included in DVD-ROM packages; is that correct?

3) We know that there is a Firewire PCI card that they sell now; I believe that it only provides 40 Mbps.

4) They sell an Adaptec SCSI card with server computers using SCSI harddrives and every computer in this catagory is a SCSI-based machine. I know of no server computers sold using UDMA. What exactly is it about SCSI that is better besides the Mbps? I would assume that there is a customizable instruction set within SCSI that allows customization of hardware in ways that UDMA can't match. Is that a true statement?

5) Are Unix machines tied in anyway to SCSI?

6) For the people that say SCSI is over; it seems ridiculously uninformed a statement; what can we say definitively to refute this kind of statement? I would assume that even if SCSI were transitioning to something else, it would not be 100%. Let's break this down into something real.

I am sort of left feeling that the SI thread on Adaptec doesn't have much information about why the stock has plunged. Like I say; 9 out of 10 times; it isn't the technology. COMS is down also; is that because modems and networks are a saturated and dead area? I doubt it.

I invite everyone to add to and complete the list I have started.
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