Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: billwot who wrote (17709)	2/20/1998 5:31:00 PM
From: Sonny McWilliams	Respond to of 27012

billwot. I have not read all the posts yet, so I don't know if you have posted to Wiz. Since you feel the way you do, you may want to tell Wiz about that. He seems to be disenchanted with us because we are not reacting to his very good posts. He does put a lot of time and effort into the posts. Luckily I did answer his post from Feb. 4th and todays post. We don't want him to go on to greener pastures like he threatened in his post from today to Ann. I guess we are all happy with most of our stocks today? You don't have to reply to this post. It is just musings about feelings. gg. Have a nice weekend Sonny

To: billwot who wrote (17709)	2/20/1998 7:06:00 PM
From: Stonehenge	Respond to of 27012

Hi Billwot. It looks like the market hates the Symbios deal but adpt apparently has over 700 mill in cash and feels compelled to use it. I wish they would buy back their own stock instead. The stock was downgraded today and lost a few points. I would put my money in cpq if I had any. I think it is very undervalued considering the accretive nature of the dec acquistion and the outstanding growth rate relative to pe.

To: billwot who wrote (17709)	2/20/1998 7:30:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 27012

Billwot, Re: "What are your thoughts on our ADPT in general, and the Symbios deal?" Adaptec and Symbios, both excellent companies with great products. We have used both. Well, practically everyone with SCSI devices has used Adaptec products. Symbios, not so much, but we use them in our RAID storage products. Very reliable. I personally like this deal more than the CPQ - DEC one. Maybe the street not liking ADPT - Symbios deal is that storage companies don't command as high PE ratios as network and computer interface companies, if that's what you want to call ADPT here. Now, ADPT has a good chunk of storage in them. But, hey, it's ADPT's job to grow the company, not the PE. Tony