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

To: Jim Switz who wrote (3589)9/3/1998 9:31:00 PM
From: Investor2  Respond to of 5944
 
RE: "Personally, I voted my shares and my proxies for the board (only because Saviers is gone and Adler replaced him on the slate; if these weren't true, I'd have voted against), against the share/option issues (let's see some improvement, guys, then we'll talk - why reward the same in both good and terrible times?) and for the auditing firm."

Well, that makes two of us who voted that way.

Thanks very much for the nice summary.

Best wishes,

I2



To: Jim Switz who wrote (3589)9/3/1998 11:35:00 PM
From: The Philosopher  Read Replies (1) | Respond to of 5944
 
An excellent report. Greatly appreciate your going to the meeting and your efforts in reporting so comprehensively.

What I read from your report, and please correct me if I'm wrong, is that we should not expect any significant movement in share price for at least two quarters while the management team gets their act together and decides on long term strategies, but that they expect (hope for?) strong growth which should eventually move the share price.

Is this a fair analysis of what you saw there?

thanks again for the report. It was worth waiting for.



To: Jim Switz who wrote (3589)9/4/1998 12:54:00 AM
From: Jim Switz  Respond to of 5944
 
Aug. 20 article on what kind of CEO is needed now (ADPT/Saviers are mentioned):

mktnews.nasdaq.com

I found this worth reading, to get some analyst perspective at least.



To: Jim Switz who wrote (3589)9/4/1998 7:36:00 AM
From: Starowl  Respond to of 5944
 
Jim: Many thanks. Very nice rundown of the meeting. The notes about ATM, FC, and 1394 were especially interesting. I'm not the least bit surprised Boucher made no forward looking announcements (technology or performance) at a meeting generally run as a rubber stamp parliament for the company's admin initiatives. Again, thanks for the great contribution.

Starowl



To: Jim Switz who wrote (3589)9/4/1998 10:14:00 AM
From: Donald Ray Pate, Jr  Read Replies (1) | Respond to of 5944
 
Jim, thank you very much for your notes from the stock holders meeting. I had planned to attend the meeting because I had been working in San Jose for the past six weeks but had to go to Denver the week of the meeting. I can't decide if I need to add more to my position now that it is around 10 again or to just hold. Again, thanks for your informative notes from the meeting.


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