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Technology Stocks : Adaptec (ADPT)
ADPT 15.74-4.4%3:58 PM EST
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To: Adam Weiner who wrote (3809)10/2/1998 10:13:00 PM
From: Jim Switz  Read Replies (1) of 5944
 
Adam, good post. I can't think of a thing to add, and in my thinking about Quad's posting missed a couple of points you mentioned. Appreciate the succinct reply; now all we have to do is convince the rest of the world that ADPT is undervalued.

Although fabless, ADPT has invested several tens of millions in TSMC (Taiwan Semiconductor Mfg. Corp.) over the years to ensure priority fab capacity. They may not need it at the moment, but they have taken their fabless orientation seriously and have tried to ensure they can have the chips they need anyway.

My guess is that fab capacity worldwide is no problem at the moment, but I'm not an expert and maybe ADPT still needs specialty lines for their products that may be in tight supply.

So now my question is: when does this dog get off the floor???? I believe it's 10 trading days in a row now without a close to the upside. I don't think I've ever seen that before in this stock, and I have data back to Jan. '89.
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