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To: Doug Skrypek who wrote (13697)	5/7/1998 2:51:00 PM
From: Andrew Vance	Read Replies (1) \| Respond to of 17305

AV--That is a tough call for the short term. A year from now we will look back at this as being a good opportunity. I am buying for the long term. In the short to medium term there is some uncertainty on both sides of the equation. Pro - we are getting closer to the acceptance and incorporation of SCSI into the home PC market. There is a real weird rumor being circulated at Symbios Logic about INTC waiting for the whole acquisition to occur and then they will takeover ADPT. I find this hard to believe but thought I needed to share this rumor. As the Asian Crisis subsides and the industry gets back on track, ADPT will perform well. ADPT has acquired 3-4 entities over the past few months that should prove to be accreditive to earnings and should expand its foothold into its market segment. Con - They have the costs and charges related to these same 3-4 acquisitions that could wreak havoc on its bottom line financials. The market does not look beyond these things but discounts the stock when things like this happen. There could be market negativity if QTR to QTR or year to year comparisons are made. It is this begin CON that has me reluctant to tell people to go out an accumulate this for a short to mid term trading opportunity. There may be some pullbacks as ADPT accounts for these acquisitions. I would be cautious until all these things are behind them or if you are looking for a nice entry price for the longer term. Andrew