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

To: Starowl who wrote (2535)	6/7/1998 10:37:00 AM
From: Zeev Hed	Respond to of 5944

I think that Sand is getting into that part of the business. A small outfit, so I am not sure how significant that might be. Zeev

To: Starowl who wrote (2535)	6/7/1998 6:33:00 PM
From: slob	Read Replies (3) \| Respond to of 5944

Re: ADPT's 1394 products From what I hear ADPT's PHY's Stink, but they have a good Controller and good firmware. IMHO it is almost pointless to try to understand where a given company will end up, in an emerging market like 1394. All that you can do is to understand where the company adds value and try to guess the size of the market that will be interested in leveraging ADPT's value. I see 1394 as a very different business model from SCSI because 1394 will be far more pervasive, it will hit every socket from Camcoders to harddisk drives through to Cable and ADSL modems. 1394 is key to the "Entertainment PC", "living room PC" or whatever you want to call it. In my mind this means that the silicon will quickly become a commodity socket ( at least for the PHY's at under 400MHz ) so a fabless house like ADPT will add no value to the chain. This either leaves them making 1394 level boards or working mainly at the system / software level. ADPT's value to the market is the key to understanding the Market share they can pickup and the Margin they can command. Slob