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

To: Torben Noerup Nielsen who wrote (2363)	5/24/1998 2:43:00 PM
From: Jay Lowe	Read Replies (2) \| Respond to of 5944

Yep. That's why I'm in ADPT. Undervalued and has a strong technology future. The only downside is that these new technologies will be more commodititized than SCSI ... but I forsee ADPT being able to add value due to their strong engineering capability and attitudes. I also see a nice add-on market. Don't pan USB so violently ... a USB device-side chip costs a buck for the low-speed version. There 43 assorted PC devices that are perfectly happy with such speeds... the class of human input devices: mice, joysticks, etc, etc. USB was not designed to be a high-speed interconnect... it was specifically designed as a serial port replacement. We won't see firewire device-side chips for < $1 for quite awhile. Concur on DV and DVD ... the adoption curve will, however, be damped by the development rate of new software and new concepts. I would double up on ADPT instantly is I heard they planned a push in the area of DV/DVD software ... acquisition or something. Their CD software has become widely adopted. Something in the Killer-app category for DVD would be interesting, eh?

To: Torben Noerup Nielsen who wrote (2363)	5/24/1998 8:58:00 PM
From: Investor2	Respond to of 5944

The Hitachi GF-1050 is a rewritable DVD. I believe it costs about $750. From what I've read, DVD-RAM's like this system can read CD-ROMs, audio CDs, CD-R, and CD-RW discs. I don't think any other system (including DVD players and DVD-ROMs) can read discs created using a DVD-RAM. It will probably take about a year for the DVD-RAM standards to get ironed out. I don't know what drive interface is used, but good CD-R and CD-RW drives frequently use the ADPT 2904 or 2930. Best wishes, I2

To: Torben Noerup Nielsen who wrote (2363)	5/25/1998 4:15:00 AM
From: Johnathan C. Doe	Read Replies (3) \| Respond to of 5944

Torben, you are following this stock very closely; what do you know about the SCSI aspects within Firewire? I'm not up to speed at all with the engineering aspects to all of this; I am more of a market analyst than anything else. I think where we are at is where we end up often when a stock falls big; is there something wrong with the technology or is the stock just out of favor for any number of reasons. 9 times out of 10; the technology is not the problem. Here are some questions and comments: 1) Does Adaptec sell a chip that is incorporated onto any motherboards or peripheral internal electronics; the card board of the board in external peripherals? My guess is that they do sell some component. The disk drive electronics? The motherboard? I really don't know this area of the company. 2) I do know that they have myriad circumstances where their SCSI card is included with a peripheral as a package. One such situation is Gateway including a 2940 card with any SCSI CD-ROM drive. I also believe that an Adaptec card is included in DVD-ROM packages; is that correct? 3) We know that there is a Firewire PCI card that they sell now; I believe that it only provides 40 Mbps. 4) They sell an Adaptec SCSI card with server computers using SCSI harddrives and every computer in this catagory is a SCSI-based machine. I know of no server computers sold using UDMA. What exactly is it about SCSI that is better besides the Mbps? I would assume that there is a customizable instruction set within SCSI that allows customization of hardware in ways that UDMA can't match. Is that a true statement? 5) Are Unix machines tied in anyway to SCSI? 6) For the people that say SCSI is over; it seems ridiculously uninformed a statement; what can we say definitively to refute this kind of statement? I would assume that even if SCSI were transitioning to something else, it would not be 100%. Let's break this down into something real. I am sort of left feeling that the SI thread on Adaptec doesn't have much information about why the stock has plunged. Like I say; 9 out of 10 times; it isn't the technology. COMS is down also; is that because modems and networks are a saturated and dead area? I doubt it. I invite everyone to add to and complete the list I have started.