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


To: JasonLe who wrote (1467)3/29/1998 3:31:00 PM
From: Camron Rafizadeh  Respond to of 5944
 
1) I Guess BAD PR and lack of understanding of how to deal with money managers.!! They better learn fast!!
2) As soon as they announced the ADI acquisition, I knew they are going to come close or match estimated PE. Bad news first then it comes the good news to offset it and boost elements of surprise.
In a way, I'm agreeing with your estimate for Q4.!
3) The question is how many of our SI friends are willing to wait!

I'm game for it.

Best of the best to everybody,,, Camron
P.S. I'm aware of the fact they do have PR firm!!



To: JasonLe who wrote (1467)3/29/1998 7:47:00 PM
From: Tom M  Read Replies (1) | Respond to of 5944
 
Jason re: >>Nt5 coming out in june<<, I read NT5 slipped to Q2 '99 (recent InfoWorld). Do you mean June '99 or are you thinking perhaps of WIN98? If you have insider info that NT5 will be out a year early, we should all sell our ADPT and buy MSFT now <g>!