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Technology Stocks : Adaptec (ADPT) -- Ignore unavailable to you. Want to Upgrade?

To: mauro zallocco who wrote (795)	1/9/1998 12:43:00 AM
From: David Fick	Respond to of 5944

Mauro, The reports I have seen state that 20-25% of ADPT's revenues are derived from disk controller chips. The 25% number comes from an analyst's report that is almost a year old so it may be a little dated. Huskerfan

To: mauro zallocco who wrote (795)	1/12/1998 9:28:00 AM
From: Dougerdad	Respond to of 5944

I am not close to the breakdown of the business segments. However, a few quarters ago, I seem to recall from an Adpt conference call that the Peripherial Technology Group did around $68M out of $27XM. I still believe that ADPT is will positioned. Workstations and servers are still RED HOT with value add and growth. I am holding my ADPT holdings (Hey, they are still profitable!) Additionally, I am into other server related companies. MYLX is one of my holdings. Stay Tuned. I have been wrong before. Dougerdad