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Technology Stocks : Adaptec (ADPT)
ADPT 18.50-3.8%Jan 28 3:59 PM EST

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To: Johnathan C. Doe who wrote (2390)5/26/1998 6:48:00 AM
From: Starowl  Read Replies (2) of 5944
 
JCD: Re. "Do you follow Smart Modular and have you seen what happened to it on Friday?"

I don't follow it but I read through its SI thread. It's warning was poorly timed, especially for a company in the memory business. Technology is under fire right now but the future of the computer industry looks very bright to me. The good companies will recover. Survival of the fittest, natural selection, and other Darwinian ideas apply in the high-tech industry.

Starowl
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