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To: Jules V who wrote (44671)	1/9/1998 5:06:00 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Jules, re Adaptec: "Adaptec blames, in part, the sub-$1,000 for its disappointing quarter. "We do believe it's due to a temporary weakness in the high end of the desk-top business," Frymire said. "There's a flatness of demand on the high end, and some of that demand has been taken by the sub-$1,000 PC." Adaptec is also blaming low sales for the quarter on a "temporary flatness" in demand for servers and workstations," It couldn't possibly also be that Adaptec finally has some competition in the SCSI board controller area, etc., could it? NEC, Bus Logics, Future Domain and Asus have good products and they could be taking market share from Adaptec. Also, the SCSI controller is another candidate of a function to be pulled onto the motherboard (Asus), and poof, no more Adaptec card needed. The easy way out, however, is to blame sales of the "next higher", in this case the high end PC or workstation. Gotta admit a lot of things (weak hard drive, SCSI board sales) point to weaker PC sales. We'll see what the 800 pound gorilla has to say Tuesday. Tony Oh, Jules, didn't mean to shoot the messenger.