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

To: Investor2 who wrote (3646)	9/13/1998 10:08:00 PM
From: Starowl	Read Replies (1) \| Respond to of 5944

New subject: PCIx v. Intel's NGI/O (next-generation I/O). Several articles this week noted the proposal by Compaq, H-P, and IBM for the PCIx specification--64-bit, 133MHz bus, basically an incremental improvement in the PCI bus that those companies see as extending the life of an already existing technology and building on a large legacy of installed systems. And Adaptec has indicated its support. Apparently Intel declined to jump on board when asked. And this week at the Intel Developer's Forum, there is some speculation that Intel will "describe NGI/O . . . as a fast serial bus unchained from host interrupts and better characterized as a switching fabric linking a processor complex to internal and external systems peripherals." I'm no expert, but it looks like this would obviate the need for adaptor cards. (EETimes, 14 Sep) techweb.com and Electronic Buyers News: techweb.com Something to watch. Will be interesting to see how it shapes up. Would appear to be much at stake for a card maker like Adaptec, which with others in the SCSI Trade Association last week announced ratification of the Ultra3 SCSI's features. techweb.com And then we have Boucher's conference call on Thursday. I wouldn't be surprised if these issues are raised by the analysts. We could be reaching a crossroads in the I/O industry. Starowl