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

To: OrionX who wrote (1954)5/1/1998 4:39:00 PM
From: Torben Noerup Nielsen  Respond to of 5944
 
Mauro,

>If today's sell off was too big, maybe we'll get a good bounce Monday

A good bounce would be nice, but the key is to focus squarely on the fundamentals here. Most of the market has some pretty lofty valuations. Adaptec is *at worst* reasonably valued.

We'll see. I am willing to wait a year for my Mercedes :-)

Cheers, Torben



To: OrionX who wrote (1954)5/1/1998 4:48:00 PM
From: Michael Burry  Read Replies (1) | Respond to of 5944
 
My question regards Adaptec's future competitive
advantage.

In SCSI, it was the market force and had patents
and such.

In the future, what will prevent it from becoming
a commodity player of next-generation products.
And what will prevent the DD's and other peripherals
from incorporating a commodity tech into their
own devices?

Mike


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