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

To: ChiTao who wrote (999)	2/6/1998 6:59:00 AM
From: Starowl	Read Replies (1) \| Respond to of 5944

ChiTao: Thank you. Of course I am not surprised the management was bullish during the opening session briefings and, in fact, I have no reason to doubt them. But like all of us investors, I am more convinced by performance. I look for evidence of movement in news releases of other successful companies. For example, yesterday a New York data storage system company--Box Hill Systems Corp--announced good earnings. The report noted: "Our fourth quarter included many noteworthy accomplishments, including the introduction with Adaptec of a comprehensive Fibre Channel RAID storage system, . . ." Small things perhaps, but they give me a sense of forward movement. Again, thanks Starowl

To: ChiTao who wrote (999)	2/8/1998 4:57:00 AM
From: William Z. Green	Read Replies (1) \| Respond to of 5944

ChiTao, I also noticed that ADPT is putting more energy into RAID product. This makes me nervous. It is said they hired a top firmware leader from MYLX, when this guy started at MYLX, stock was at $22, when he left, stock was $8 - Their firmware got very very bad review. Everybody knows firmware is the key to RAID product, and one or two key engineer(s) will make the difference. Since I lost a lots of money on MYLX, I try to stay away from RAID company. I don't understand why our management team think RAID is that important. The one thing keep me still hold ADPT is that RAID is a very small part of ADPT, they have a pretty sizeable product line. Any ideas?