Jan,
I've probably picked the wrong stocks of the trio, but for the moment I only have PAIR and TDFX. As I said on another thread, I think all three are fundamentally sound because:
1. All three companies have a lot of cash; and
2. All three companies are leaders in their fields (SCSI, DSL and 3D graphics).
However, I'm concerned about ADPT only because I don't know enough about its products. I know ADPT is focused on SCSI, but I'm not aware that that market is growing as fast as DSL and/or computer gaming.
Also, in ADPT's own market, I'm worried about UBS (?) and firewire. If I knew more, maybe I could be more bullish. (Heck, I'm destined to be wrong, and ADPT will be the only 1 of the three that is bought out...so maybe I'll buy some).
Regards,
Gary Korn
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