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

To: slob who wrote (1252)3/20/1998 11:33:00 AM
From: Zeev Hed  Read Replies (1) | Respond to of 5944
 
slob, I do not think the lawsuit is particularly important, I can actually see only positives from that since that should already be in the price. My worry is both the slow recognition by the market of the impact on demand from the recessions in SEA and the absorption pains of Symbios. Long term this is a steal, but I am not jumping in yet.

Zeev



To: slob who wrote (1252)3/20/1998 2:17:00 PM
From: Mark  Read Replies (1) | Respond to of 5944
 
Slob - Do you want to pick a number for the Bull/Bear survey ? You
mentioned $20 and $15, but I'm not sure you meant either as an estimate ?

Mark


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