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To: Beachside Bill who wrote (14611)6/7/1998 7:19:00 PM
From: DanZ  Read Replies (2) | Respond to of 53068
 
ADPT, IOM.

Bill,

I don't necessarily agree that SCSI is dead but then again I don't purport to be an expert in this area. SCSI II increases throughput to 80MB per second and there is a large installed base of SCSI products. Bus standards have a much longer life cycle than most technologies. Consider how long RS-232 and IEEE 488 have been around and they are really old. They also have a very popular line of RAID products and I think that area will continue to be strong. Finally, the Symbios purchase will bring a product line that is based on the Universal Serial Bus to Adaptec. I bought Adaptec for two reasons: I like its valuation and I like its chart.

IOM...I didn't realize so many insiders were buying the stock recently. Thanks for posting their trades. I took the loss in IOM a few weeks ago at 6 13/16 but I might buy it back. I haven't had much luck with that stock. Good thing I sold it though, it traded all the way down to 5 1/2 after I got out.



To: Beachside Bill who wrote (14611)6/8/1998 11:51:00 PM
From: DanZ  Read Replies (2) | Respond to of 53068
 
ADPT.

Bill,

I came across the following on Yahoo. It addresses our discussion over the weekend about SCSI being dead. Fiberwire is another name for Universal Serial Bus. Just thought you might be interested in it.

Dan

PS: Congrats on IOM.

____

Every day there are posts about how scsi is dead, firewire will take over, ide/ultra-dma will supplant scsi. this is all incorrect. There are no firewire disks on the market, all unix boxes use scsi, all pc servers (hp, compaq, ibm, dell etc etc) use scsi. All high end macs use scsi. scsi is not dead! All raid arrays are built on top of SCSI. There are only two things that will replace current default scsi on the market:

1) Ultra SCSI 2 (80 MB/Sec) (another scsi variation)
2) Fibre-Channel (100 MB/Sec) (the future)

Both these technologies have only just started to be available in the market and currently have negligable market share. IDE and its variants cannot compete with scsi in raid market because unlike scsi it is not possible to string 15 devices off the same disk train (for wide scsi, 7 for normal scsi).

Fibre-Channel can string along a virtually limitless number of drives, fibre-channel will take over the high-high end market, and may even end up on IBM main-frames (as ibm's serial storage architure SSA, becames non cost effective). firewire is simply not able to handle this type of throughput.

adaptec/symbios are perfectly positioned in the following areas:

scsi, raid, fibre-channel, fire-wire (likely to be taken over by intel as on board controller). desktop pc's are not important to the corporate market (they are disposible), but the servers where all the adaptec technology resides are critical.