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

To: Torben Noerup Nielsen who wrote (1719)	4/21/1998 8:09:00 PM
From: Bald Man from Mars	Respond to of 5944

Hey, dude: I heard that they are going to sell their stuff on the net, that should be good for 20 points tomorrow !!! I think they are changing their name to Adap-tel ... Damn, that is just my wishful thinking ...

To: Torben Noerup Nielsen who wrote (1719)	4/21/1998 11:14:00 PM
From: Starowl	Read Replies (2) \| Respond to of 5944

Torben: Re. us owls, no offense taken! And your post gives me a window of opportunity to ask a serious question. What do you think of ATM (Asynchronous Transfer Mode) vs. Fast Ethernet? Adaptec appears to have settled on ATM as the future backbone technology and agrees with you on FDDI: it "may have once seemed an end-all technology, but its days are numbered." Although Adaptec says it "is committed to being a world leader in the ATM network adapter marketplace," it acknowledges that: "Despite ATM's coming dominance in corporate backbones and in the WAN, and despite ATM's rosy outlook in desktop/LAN environments, Fast Ethernet will be the networking king for the next few years. This is because--in North America, at least--"Ethernet and its derivatives have a huge legacy installed base." Thus the migration from Ethernet to Fast Ethernet is relatively simple. Nonetheless, ATM apparently offers advantages such as larger bandwidth (up to 622MB/s) throughput. I think Adaptec is already producing ATM adaptor cards for 25MB/s and 155MB/s applications. Do you have any experience with ATM and is Adaptec, in your view, on the right track with ATM? I have no experience in this area, so these aren't loaded questions. Starowl