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

To: Johnathan C. Doe who wrote (2388)	5/26/1998 1:50:00 PM
From: Starowl	Respond to of 5944

JCD: I'm with you. In fact, your request for more talk about the technology has had some very positive effects on thread discussion. And it sounds like you are hinting at an Adaptec FAQ. Or perhaps a thread devoted entirely to its technology. It just may attract some informed contributors. Although, like you, I would prefer to keep a good mixture of investment and technology discussion on this thread. The best way to promote such a discussion is ask the right questions. Starowl

To: Johnathan C. Doe who wrote (2388)	5/26/1998 4:52:00 PM
From: Doug	Respond to of 5944

J.C.D: That was an excellent suggestion that is also relevant to all Tech boards for Companies facing a technology transition. The basic issues are a: What are the current technologies and remaining life spans. (Brief description of each process in Lay terms) b: What is the market share and margin for each of the major players in each technology.? c: What is the replacing Technology and its ramp up time and cost implications.(Brief description of each process) d: What is the market share and margin for each of the major players in the replacing technologies. Perhaps those close to the Industry will help you with the analysis.