Mylex Message Board - Msg: 4661486

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Technology Stocks : Mylex

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To: Dougerdad who wrote (1584)	5/31/1998 1:05:00 PM
From: E_K_S	Read Replies (2) of 1820

Hi Dougerdad: I saw your post regarding ADPT (https://www.siliconinvestor.com/readmsg.aspx?msgid=4653053) and wondered if you are beginning to see any of the new MYLEX products hit the street? Have you talked to any of the end-users and do they seem excited about these products? From my perspective, I still do not trust the MYLX management as they have (1) promised new OEM contracts (that never have been delivered), (2) initiated new internal inventory controls (each quarter new write downs appear), (3)promissed new products (these have slipped now over 6-8 months late), (4)and continue to loose large OEM accounts including HWP and now possibly DEC (rumor is that DEC will obtain their RAID cards from CPQ). I have been an investor in MYLX for more than a year and I still do not see anything on the horizon that makes me believe MYLX has turned the corner. The only company that seems to have gotten it right is AMI. I agree with your observations regarding ADPT. Your perspective would be of interest to this investor. EKS

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