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


To: ptrader who wrote (808)1/9/1998 12:29:00 PM
From: Tom Latham  Read Replies (1) | Respond to of 5944
 
From what I'm seeing real time, its the small investor thats either shorting(dumb) or cutting and getting out. Lots of 10K 15K 20K buys seem to out number the sells. This is a heck-of -a market to have bad news in.

Pru and Smith/Barney both have been pushing this one so maybe analysts will step up to the plate soon.



To: ptrader who wrote (808)1/22/1998 5:28:00 AM
From: Pink Minion  Respond to of 5944
 
It is true what you say today, but what about in the future. Over the next year or two there are two
developments that may really hurt this company. The first is higher host rates from the ATA drives. It is
called ATA 66. Currently, drive companies are shipping ATA 33. All drive and chip companies are
working on this 66 megabyte ATA host for introduction at the end of this year. For the workstation market,
this should be a good substitute for SCSI performance. Second, but farther out will be 1394. It is true that
ADPT has 1394, but so will everyone else. I believe with 113 million shares outstanding and 3500
employees, this company is in for some hard times in the future. What do you think?


Why no answers?

Mr. B