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

To: Arthur who wrote (2392)	5/26/1998 12:21:00 PM
From: Doug	Read Replies (2) \| Respond to of 5944

Arthur: Thx for that reference. It seemed to echo the sentiment expressed in #2384. In the middle of a technology transition, the acquisition of SYMBIOS can be a millstone.

To: Arthur who wrote (2392)	5/27/1998 12:41:00 AM
From: Johnathan C. Doe	Respond to of 5944

Arthur, not to diss your contribution; thanks for it, but I didn't see anything in the Motley Fool blurb we don't already know and know well and they left out much. The M.F. has to me been just that too often; and M.F. to me means W.R.O.N.G. For Adaptec, you can take that anyway you want. I just think they didn't analyze much in that blurb; it looks like just armchair speculation and poor armchairing at that. I've wondered how M.F. gets so much expertise, then I realized that they in fact don't have it too often. We can play the same game they play and we often are doing it better because we are more specialized on a very small handful of stocks we already know or like. Also, many of us are computer types who know tech issues deeply in one way or another.

To: Arthur who wrote (2392)	5/27/1998 1:33:00 PM
From: RagTimeBand	Respond to of 5944

Anyone: Re: The Motley Fool - Daily Trouble >>HOW COULD YOU HAVE SEEN IT COMING? Adaptec is getting squeezed from both ends. SCSI is getting hit by Universal Serial Bus on the low-end (which will be incorporated into Windows 98, whenever Bill Gates and the Justice Department shake hands) and fibre channel on the high-end.<< It's my understanding that the attractiveness of the USB is the fact that devices attached to it don't require the PC's limited interrupts. This is also an advantage of using SCSI. Is this correct? ------ >>This may have become apparent to investors who were following the trends developing last year. The sub-$1000 computers were flying off the racks, and they contained high-capacity IDE drives, not SCSI drives. The booming market for Internet publishing could have meant happy days for SCSI-based scanners if not for the proliferation of dirt cheap parallel-port ones.<< IMHO comparing SCSI with parallel throughput speed is significant. I went to the Adaptec web site to see if I could find such a comparison. I found a page called: Scanner Speed Comparision adaptec.com The following paragraph is on that page: "We found that the SCSI system was faster in all cases. Furthermore, the parallel/EIDE system topped out quickly when file sizes were increased moderately. The SCSI connectors and drive, on the other hand, did not reach their limits." "Topped Out Quickly"???? "...did not reach their limits."???? I'm sure that paragraph makes perfect sense to the person who wrote it, but for me.... I'm pointing that paragraph out because it may be representative of the problem Adaptec is having getting a clear, concise message out to perspective buyers. In my limited experience speed sells product and that's why OEM's want their computer to be the fastest in the reviews. Comments? Regards - Emory

To: Arthur who wrote (2392)	5/31/1998 2:07:00 AM
From: Arthur	Read Replies (1) \| Respond to of 5944

Re: San Jose Mercury News Can anyone expand upon the attached excerpt from the San Jose Mercury News article from earlier this week? Adaptec stock cheap and may stay that way .....But Adaptec's problems go deeper than glutted inventory at PC makers. Its core product has become dangerously outmoded as Intel Corp. (Nasdaq, INTC) has incorporated storage function on its standard chip sets at far lower prices, or, as Saviers puts it, ''Intel essentially makes that technology free.'' ..... Which core product? and what were the sales? etc. Also how does the Merced delay affect ADPT?