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

To: Torben Noerup Nielsen who wrote (1685)	4/16/1998 10:09:00 PM
From: Starowl	Read Replies (1) \| Respond to of 5944

Torben: Thanks. I was having the same impression but lacked the energy to enter the discussion. Adaptec is focusing on its strength--managing bandwidth. It is the leader in SCSI and already fielding fibre channel. There have been numerous announcements recently from Computer OEMs marketing new servers based upon the faster Intel chips and offering Adaptec SCSI cards. They have Ultra SCSI 2 in production and Ultra SCSI 3 (up to 160MBPS) on the way. Can somebody tell me bandwidth management is no longer needed or show me a company that does it better? If Adaptec were in AMD's position and struggling against Intel, I would be worried. But Adaptec is the Intel of bandwidth management companies, in my opinion. Starowl

To: Torben Noerup Nielsen who wrote (1685)	4/17/1998 12:12:00 AM
From: Johnathan C. Doe	Respond to of 5944

Torben, you are a wise fellow. I wouldn't say the same about the ill-informed negative respondant replying to most of my posts. Usually you get somebody like that on a thread when they bought the stock at $54 thinking it was ready to go to $100. When it doesn't, they think the company is junk. Often you get people who bought at the peak of a stock arguing with anyone how foolish they would be to buy the stock after it has crashed and fully bottomed. You should read many of the posts about how Cisco was crushing Ascend and that stock was a has-been momentum stock at $24. Examples abound! Netscape was going out of business when it was at $15. Briefings stated that CyberCash was a joke at $12 just one day before it started its run that is still going. My favorite personal example is how a well-regarded former CFO of a major international corporation whom has retired and plays the market now was explaining to me how there are no examples of anyone making money off the internet. I'm serious; that was a conversation I have less than 6 months ago. He hasn't said much about this subject in the last month.

To: Torben Noerup Nielsen who wrote (1685)	4/17/1998 11:42:00 AM
From: The Philosopher	Respond to of 5944

Excellent post. Thank you.

To: Torben Noerup Nielsen who wrote (1685)	4/18/1998 8:51:00 AM
From: Bald Eagle	Read Replies (1) \| Respond to of 5944

<< It costs too much and it doesn't do anything for me that I cannot get done cheaper and better with switched 100 Mbps Ethernet>> I have to respectfully disagree. The effective maximum data transfer rate of 100Mbps Ethernet is lower than the effective maximum transfer rate of FDDI. I don't know the exact numbers, but it's something like 40Mbps for Ethernet and 70 to 80 Mbps for FDDI. If someone has more insight, please let us know.