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To: Judy who wrote (13524)	5/4/1998 4:48:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--I am now giving CMGI some serious thought and will check out BOBJY which I know nothing about. Geocities should be a good IPO given the clamor for Internet related stocks. ADPT-I think you may be correct in your observation but I can't help but think we have a play to 25-30 over the next quarter or two. Things are too quiet in ADPT-land and this ration of acquisitions has got to yield something accretive for the organization. With the DD sector possibly turning, especially with the WD/IBM letter of intent released today, I cannot help to think that the transition away from IDE to SCSI may be turning a corner. IDE has its limits when it comes to accessing the hard drives. The higher end drives may all require partitioning to a level that users may not particularly desire. Whereas SCSI does not run into that type of problem and has faster access. Just a few random thoughts on my part as to why I am looking and buying ADPT. Andrew