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Technology Stocks : Adaptec (ADPT)
ADPT 15.76-1.3%Jan 9 9:30 AM EST
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To: Starowl who wrote (2997)7/16/1998 10:16:00 PM
From: Fast Buck  Read Replies (1) of 5944
 
Hi folks. I would have agreed with a positive surprise had the CFO not left, but its too close to call. Has anyone heard more about his reasons for departing?

I would also like to know if Adaptec has ever considered going after market share (cut into EIDE and Fire Wire) by lowering their prices. If the competition is coming from the low end they might be wise to cut their margins to increase market share. This would also help to gain market share at the high end since it would be that much more difficult to justify. The reason I feel this strategy would work is that I know alot of people who would go SCSI if it wasn't so much more expensive than EIDE, etc.

If the business is going to go the commodity route eventually, the timing of price cuts could make a big difference to the bottom line.

BTW, I am long on ADPT.
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