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

To: OrionX who wrote (2602)	6/11/1998 9:25:00 PM
From: Larry J.	Respond to of 5944

ADPT's presenting at a Bear Stearns conference on Monday. Should provide some additional visibility going forward.........Symbios??? Larry

To: OrionX who wrote (2602)	6/11/1998 9:35:00 PM
From: Brian Diggle	Read Replies (1) \| Respond to of 5944

This is exactly the kind of posts I'm looking for on this thread. I only understood about 50% of what you said, but I can learn. Thanks for the great post.

To: OrionX who wrote (2602)	6/12/1998 10:55:00 AM
From: Mark	Read Replies (3) \| Respond to of 5944

Mauro, Just a final comment or two before I bore the pants off all the non techies ! In a previous life I was a system architect in a company developing high performance computer products (non-Intel). The last product I worked on used multiple EIDE drives in an array to achieve high disk bandwidths. Having researched the subject quite thoroughly I am convinced that for many high-performance disk applications (not all), multiple EIDE drives and multiple controllers can offer comparable performance to SCSI at lower cost. I believe there are only two things that SCSI can do which EIDE cannot - 1) Support longer cable runs (the bus drivers/receivers are better) 2) Better support multiple devices on a single bus (the new U-2 has better B/W, and the "transaction" architecture allows periods of dead time to be used) However, I do not believe that either of these aspects is sufficient to protect SCSI in the longer term - i.e. the cable length advantage isn't that big (and Fibre does it better), and the relatively high price of SCSI means that you can almost put in twice the EIDE infrastructure at the SCSI price. I believe that in the longer term, Fibre will become the connection medium for inter-box, and EIDE (or derivative) will become the connection medium for intra-box. In the short term, SCSI will not go away, but unit volumes are unlikely to increase significantly, and unit costs are likely to fall. This means there will be a continuing revenue decline over the next few years, which, unless ADPT gets dramatically more efficient, will mean continuing earnings decline (for their SCSI business). Mark