Adaptec (ADPT) Message Board

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Technology Stocks : Adaptec (ADPT)

ADPT 18.50

-3.8%

3:59 PM EST

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To: Starowl who wrote (2373)	5/25/1998 11:05:00 AM
From: Doug	Read Replies (1) of 5944

Starowl: Is my observation at #2365 , in conformance with your findings regarding the long term. If so, I agree that we are in transition towards that goal. Beacuse of the technology transition, ADPT has to squeeze the maximum from its old product lines whilst also ramping up new ones. To this extent it will be handicapped vis a vis a Company that has only one state of the art product line.(Fibre or Firewire).I am not sure of ADPT's market share in either of these 2 products. In addition, the latest acquisition does not line up with the new technology. Because of that, could we see a large write off within a year. Any discussion of these issues will help to understand where we are headed. Thx.

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