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

To: slob who wrote (2541)	6/7/1998 9:47:00 PM
From: Starowl	Read Replies (2) \| Respond to of 5944

slob: Thanks. I agree 1394 probably is not the next SCSI-type market for Adaptec, but it is an emerging market in Adaptec's area of expertise and thus an area worth maintaining a market share. You note: "it is almost pointless to try to understand where a given company will end up, in an emerging market like 1394". Perhaps true, but it would be even more pointless for Adaptec (or for investors/potential investors) to ignore that emerging market. I see that Symbios is not into 1394 cards but also has a 1394 interest, so the merger of the two companies will be complementary, it seems, in the 1394 area, rather than redundant. Your comment--"the fabless house like Adaptec"--is true now but may not be, when/if the Symbios deal goes through. Some have speculated that Adaptec will dump the fab, after a deal. I am not well informed on the future of 1394 but it looks like it will be a couple of years before it is interesting. Please explain what is meant by "ADPT's PHY's Stink"--is Adaptec into PHYs? I am uninformed but interested. Starowl ADPTProducts

To: slob who wrote (2541)	6/7/1998 11:51:00 PM
From: Cris	Read Replies (1) \| Respond to of 5944

Slob said: >I see 1394 as a very different business model from SCSI because 1394 will be far more pervasive,... Maybe it will, but probably not any time soon.. "Intel puts brakes on 'FireWire'" zdnet.com cites lack of industry demand. Cris