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


To: Torben Noerup Nielsen who wrote (3021)7/19/1998 2:38:00 PM
From: Joseph Francis Torti  Respond to of 5944
 
Hi , I did a little research this weekend and if my figures are right adpt is in for the worse fiscal 99 year.
Base on using sales of 203 million over the next four quarter being the worse case scenario. Adpt sales for March 99 would be 812 million down from 1 billion in fiscal 98. With a profit margin of 11% which they did in fiscal 98. I figure a projected profit of .18 to .23 cents for the year with the first quarter charges of .55 to .60 cent in the latest press release by the company. Zack estimate I believe is .81 cents. This has to be without the charges. So base on my figures which I hope I'm wrong Adpt first quarter earning report should be 19 cents or minus 36-41 cents with the charges for the quarter ending June 98. They are projected to earn 16 cents according to Zack. Comments anyone.



To: Torben Noerup Nielsen who wrote (3021)7/20/1998 1:17:00 AM
From: Cris  Read Replies (2) | Respond to of 5944
 
Torben,

Always happy to debate...

>In a system with any kind of multi-tasking, the CPU is perfactly
>able to do useful work while the disk controller is transferring
>data from the drive to memory.

Granted, but is there useful work to do? For most applications, the answer is no.

>300 MHz system with Adaptec SCSI controller and fast SCSI disk.
>400 MHz system with a UDMA disk on it.
>winnner was: the old 300 MHz system with the SCSI drive

Happy to hear it - I _am_ long ADPT. But I have to ask - are the disks otherwise equivalent, or is the SCSI drive faster (RPM, seek)?
I want to see ADPT taking off with FC, RAID, and higher-end products, and moving on past SCSI.

Cris