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

To: Larry J. who wrote (3532)	8/26/1998 11:00:00 PM
From: OrionX	Read Replies (1) \| Respond to of 5944

Larry, If you don't mind and now that you mentioned the "P" word, have you heard of any "factual" explanation regarding the recent drop of Pair? Mauro.

To: Larry J. who wrote (3532)	8/27/1998 1:34:00 PM
From: David Nelson	Read Replies (2) \| Respond to of 5944

Interesting! I just dumped PAIR for ADPT. Pairgain is losing market share in HDSL and the new market they are entering, ADSL, has at least 40 competitors. What's more, the street feels that PAIR is a year behind their competitors. ADPT, on the other hand, has few competitors. SCSI is still the first choice for ALL servers, including the high end (e.g. IBM, STK, Symbios, EMC, and etc.), and is entering new markets with great potential and few competitors. I'm glad to be out of PAIR, and in ADPT. We'll see who was right. --Dave