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

To: Johnathan C. Doe who wrote (1773)	4/27/1998 7:42:00 AM
From: Starowl	Read Replies (2) \| Respond to of 5944

Doe: I surely do not fall into your "pessimistic at any price" category and I am very much stuck at a loss with the shares I bought at 40 and 41 back in November/December. Even bought more recently. For an investor in technology stocks, I am a long-term holder in this company, having purchased my first shares about 5 years ago. I've seen it all and have a firm belief in Adaptec's future profits. Although I am hesitant to advise anyone on the market, I certainly would not discourage anyone from buying Adaptec at its current price. Starowl

To: Johnathan C. Doe who wrote (1773)	4/27/1998 8:18:00 AM
From: jpmac	Respond to of 5944

We've owned Adaptec for six years and it has provided terrific returns. At a point about a year ago or so when it was flying high we sold half our position. It of course hurt to see the dive, but we took as an opportunity to double up to where our holding was before. Adaptec's stock price has been volatile since I've been following it. Though it's difficult to go through this long, sluggish period, the company has been moving steadily forward for years and I expect a return to upward movement. I'm not well-versed in the technicals and enjoy the discussion here that helps me get a handle on the relevance of Adaptec's products to the market place and how they're faring against the competition. But with the excellent management team they have, even a period of falling behind would be only temporary, I think. JP

To: Johnathan C. Doe who wrote (1773)	4/27/1998 10:55:00 AM
From: w2j2	Read Replies (1) \| Respond to of 5944

MILPITAS, Calif.--(BUSINESS WIRE)--April 27, 1998-- Reclaims performance edge, debuts first 10/100 64-bit PCI NICs at 32-bit PCI prices Adaptec, Inc. has begun shipping its first Fast Ethernet network interface cards (NICs) based on the company's new "DuraLAN" silicon architecture. Combined with Duralink Software, the DuraLAN NICs bring increased uptime, enhanced functionality, and greater performance to heavily-laden and bandwidth-stretched corporate networks. "Our DuraLAN adapters set a new standard for server-centric NICs and are our answer to the performance challenge in today's highly competitive NIC markets," said David Mendenhall, marketing manager for network products at Adaptec, Inc. "With the industry's first server-centric Fast Ethernet silicon, and support for Duralink Software, our DuraLAN NICs offer real-world solutions that solve our customers' demands for scaleability, robustness, and screaming performance." Market need for DuraLAN NICs have assumed importance in the server computing equation because of two trends: the migration of mission-critical applications from mainframes to PC servers running Windows NT, and the proliferation of networked applications (such as collaborative computing and Internet/intranet) throughout the enterprise. Unlike commodity NICs on the market, Adaptec NICs are specifically designed with server performance, uptime, and resiliency in mind. They offer hardware and software differentiation (via multiport NICs and Duralink Software) to optimize server functionality. This approach to NIC design makes Adaptec NICs an integral part of server configuration and has created a new evaluation paradigm for IS departments to consider their NIC purchases. Additionally, the introduction of 64-bit PCI technology into servers fuels the need for 64-bit PCI adapters that can reap the performance benefits of that technology. About the products Adaptec's AIC-6915 silicon is the heart of Adaptec's four new DuraLAN NICs. The ANA-69011/TX and the ANA-62011/TX are both single-port NICs; the ANA-69011/TX is for 32-bit PCI slots; the ANA-62011/TX is for 64-bit PCI. The ANA-62022 and the ANA-62044 are both 64-bit PCI NICs, the former with two ports and the latter with four ports. The 64-bit PCI NICs also work in 32-bit PCI slots. Each adapter features autosensing full duplex 10/100 ports capable of achieving a theoretical maximum performance of 100Mb/s half duplex or 200 Mb/s full duplex per port. To maximize system efficiency and allow network "mixing and matching", each port automatically self-configures for either 10 Mb/s or 100 Mb/s and either half or full duplex transmissions. To optimize performance, the DuraLAN NICs feature a total of 8KB per port buffer memory. The new NICs achieves high data throughput and low CPU utilization, keeping them at the forefront of Fast Ethernet product performance. The adapters comply with PCI 2.1 specifications and ship with driver support for Windows 95 and NT and NetWare with planned support for SCO UNIXWARE and OpenServer, and OS/2. The DuraLAN NICs complement Adaptec's existing four-port (Quartet) Fast Ethernet adapter ANA-6944A, two-port (Duo) Fast Ethernet adapter ANA-6922A, and Adaptec's broad range of single port Fast Ethernet adapters. Pricing and availability Adaptec's DuraLAN NICs are available now to OEMs and in limited quantities in normal Adaptec distribution channels. In mid-June 1998, the products will be widely available around the world. The ANA-69011/TX has a United States manufacturer's suggested retail price (MSRP) of $85. The ANA-62011/TX has an MSRP of $99, the ANA-62022 has an MSRP of $375, and the ANA-62044 has an MSRP of $695. Adaptec is offering its new 64-bit PCI NICs at its current 32-bit PCI NIC prices. More information on all Adaptec network adapters and software is available on the Web at adaptec.com.