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To: Tony Viola who wrote (44679)	1/10/1998 1:34:00 PM
From: Harry Landsiedel	Respond to of 186894

Tony Viola. Re: Adaptec. Good post. Could part of their problem also be due to BTO which will shrink inventories of finished goods in the channel until a balance is reached. BTO IMHO will hurt the "component" suppliers until the slack is removed from the system. Also, as the big 4 gain share at the expense of the 2nd tier, it will also create short-term inventory dislocations, as the 2nd tier thinks sales will be higher but are brought up short by reality. Intel has stated that BTO has cost them an estimated $750 million in revenue, I believe. Couldn't Adaptec be vulnerable to just this type of correction? HL

To: Tony Viola who wrote (44679)	1/10/1998 3:05:00 PM
From: Charles Tutt	Respond to of 186894

You might want to look at who OWNS Future Domain.

To: Tony Viola who wrote (44679)	1/10/1998 4:19:00 PM
From: Amir Shalit	Respond to of 186894

Tony, since I used to work for a few of the "potential" SCSI companies you mentiond I must say that the reason ADPT disapointed is NOT SCSI COPMETETION. NEC is using Adaptec products; ASUS has about zero sales; Future Domain was bought by Adaptec two years ago and Bus Logic HBA engineers were assigned to other projects due to "booming sales". <g> What could be happening other than lousy high tech environment fueled mostly by no real life need for Intel's latest products (i.e. P-II) is a shift to SCSI on the Motherboard which still means increased unit count to Adaptec but reduced revenue. Amir