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

To: Doug who wrote (1179)	3/15/1998 5:40:00 PM
From: Marcus	Read Replies (1) \| Respond to of 5944

Doug thats a very good question. Im also anxious to hear response. I'd also like to take this opportunity to thank Starowl for his/her helpful information regarding this stock. I have over 5000 shares of this stock at an avg of 30,and im very optimistic it will see high 30's by end of next quarter once the dust clears and the lawyers get thier greedy claws outta the company till.

To: Doug who wrote (1179)	3/15/1998 10:45:00 PM
From: Starowl	Respond to of 5944

Doug: I am not aware of the price reductions of EIDE interfaces but would not be surprised, given the downward spiral of PC prices in general, particularly the lower end PCs. I am not sure it is a good thing to be caught up in that spiral. If the companies producing EIDE interface cards, such as Promise Technology, have to lower their prices/margins to be competitive in the average desktop market, that's too bad. I gather that EIDE interfaces are really not in the SCSI league, and Adaptec isn't targeting the lower end PC market. It remains the leader in SCSI cards and the data transfer business, and according to various reports (see one link, below), SCSI devices will be around for awhile and requirements are only growing for moving increasing amounts of data between servers and storage arrays faster. PC Magazine (10 Mar 98) comments on the future of SCSI: zdnet.com See also Adaptec's take on SCSI's future: adaptec.com And Adaptec's white paper on SCSI vs. Ultra DMA: adaptec.com Regarding EIDE cards, disk drive producer Seagate notes in an EIDE FAQ: "Hardware vendors and marketing people would love to see everyone rush out and buy the latest generation of "EIDE" adapters. To achieve this noble goal they tend to juggle with too-good-to-be-true performance figures. The relation between this advertising hype and the real world is shaky at best. "The main point to remember is: a slow drive is a slow drive no matter how good the interface. If the speed at which the drive physically transfers the data to/from the media is the limiting factor in performance, and it often is, the only way to make things go significantly faster is to purchase a better drive. Note that the transfer modes supported by modern drives (those 11MB/s or larger figures) have little to do with their performance." I think Adaptec will fare well in its market niche. Even better with its merger with Symbios. Starowl