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

To: JRH who wrote (2462)	6/1/1998 9:57:00 AM
From: Johnathan C. Doe	Read Replies (1) \| Respond to of 5944

Nobody wants to buy at $15 this morning?

To: JRH who wrote (2462)	6/2/1998 6:38:00 PM
From: Mark	Respond to of 5944

JRH, What technology do you consider high end? I know that ADPT does have some Fibre Channel products under its belt. Do you have any data regarding their success in this market? Firewire also sounds promising, and ADPT appears to me to perceive this new opportunity as an opportunity. I don't know much about Firewire, as I have just begun investigating ADPT and its technologies. My comment was not about the markets where they have products, but rather about their positioning within those markets. ADPT has products in all the interesting markets, but is unfortunately more of a commodity player than a leader. A good comparison is with QLOGIC. QLOGIC are a leading-edge player in the SCSI and Fibre markets, and their profits have not been hit in the same way as ADPT over the last few Q's. Mark