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

To: The Philosopher who wrote (3743)	9/18/1998 2:17:00 PM
From: Jim Switz	Read Replies (1) \| Respond to of 5944

ASP = Average Selling Price = average amount of gross revenue received per unit sold. Higher-end products generate higher ASPs as they become a larger fraction of the total product mix. Excellent summary of the CC, Chris. Microsoft has already delayed NT5 a couple of times, it's out in beta, and I think MS is really focused on getting it out by mid-99; lots of MS revenue depends on it. And a lot of third-parties, including ADPT, are depending on it as well.

To: The Philosopher who wrote (3743)	9/18/1998 7:25:00 PM
From: Torben Noerup Nielsen	Read Replies (1) \| Respond to of 5944

Chris, Unfortunately, I got squeezed out of Adaptec some time ago so I have not been paying a lot of attention to the stock. I have been paying attention to disk performance and I'm a bit concerned over what I am seing. I just set up a Linux system with both an EIDE drive (Maxtor 5.4GB UDMA) and a SCSI2UW one (second generation 9 GB Seagate Cheetah). On the EIDE drive, I got about 10 MBps for both input and output with a CPU utilization of a little over 10%. For the SCSI2UW I got about 17 MBps for both input and output but the CPU utilization was over 25%. This is surprising. Partially it could be due to an immature SCSI driver on the Linux system, but I doubt that is all there is to it. I never thought I would see it, but UDMA seems to have caught up. Someone else pointed this out here some time ago and I didn't believe it. He was right and I was wrong. I honestly do not know which way to jump any longer. Sure, you can put in more SCSI drives, but you do reach bus limitations pretty soon. Yes, the 160 will increase those, but then there is the PCI bus and all that. Also, servers are becoming cheap and it is pretty easy to break up a single monolithic server into multiple smaller servers each with a lot less disk space. You can connect them via 100/1000 Mbps switched Ethernet and you will be in good shape. There are just so many possibilities. Sorry I can't tell you much of anything. I'm staying out of the computer technology stocks right now. I play with biotechs instead. If I'm going to get burned, I might as well fry..... :-) On the other hand, I think there are some excellent opportunities in the biotech market. Cheers, Torben