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

To: slob who wrote (1481)	3/30/1998 2:00:00 PM
From: gda	Read Replies (2) \| Respond to of 5944

Slob, you may have forgotten Symbios With the merger Adaptec is getting a huge asset of engineering talent. I am surprised that this thread is not giving enough credit to the brilliant move ADPT made with this acquisition. I would like to see some discussion on the prospects of the combined corporation. IMHO the impact is far beyond the combined sales. Given time to coalesce, this company is dynamite. I believe it is likely to double in price within 12 months.

To: slob who wrote (1481)	3/30/1998 4:36:00 PM
From: Mark	Read Replies (3) \| Respond to of 5944

Slob, I've always liked the way you think - and applaud the idea of checking the company job pages ! I went and checked up, and what I found I think suggests a slightly different interpretation. Overall they seem to have a small number of positions open in their Milpitas facility, but there are a high-ish proportion of techies spread across a number of different "functions". You are correct in that the biggest single number of open positions IS in the area of operations, but at least one of these also is a techie, and of the remaining 5, 3 seem to be "project management" types associated with new product development, or production handover - i.e. the sort of people you need to co-ordinate engineering activities up to and at the point where a product is about to go into manufacture. My read of the situation therefore is that they have a number of new product opportunities, have the engineering resources, but are lacking the co-ordinators to make this aspect of the development process work efficiently. In other words they are looking to develop/release more products with the resources that they do have. I am also in agreement with gda, who suggested that Symbios would likely bring additional technical resources. My read overall is that until they have a chance to completely review the personnel make-up of the two organisations, they are unlikely to blindly recruit further (expensive) technical staff. However, good project managers are worth their weight in gold, especially when you are integrating two corporate cultures and you need to enforce a consistant development process across multiple sites. e.g. you might logically assign your senior staff to key projects in the new organisation, and recruit to replace further down. FYI - I too am wondering about the product roadmap. SCSI will be a key market for some time, but it isn't necessarily going to generate the same earnings growth as it has in the past. ATM hasn't yet taken off (and may not). The "Read Channel" stuff could be key (will probably drive ADPT IC's into key positions in all sorts of products) but how far away are products based on this ? Hum....... Mark p.s. What is SOES trading ?