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

To: The Philosopher who wrote (3760)	9/21/1998 7:59:00 PM
From: Jim Switz	Respond to of 5944

You'll probably see it in the next issue or two of the mags; they seem to have their act together for getting product in reviewers' hands. As for the new revenue, this is probably a good chunk of the software inroads that Boucher was hyping as a new target market, but I think the big new announcements they were hinting at will relate to the new 64-bit RAID solution that is now something of an open secret. I'd look for announcements on that in the next 2-4 weeks from the sound of the CC. They could use news like that in advance of what are going to be pretty sucky earnings. I'll bet the new 64-bit RAID, combined with Ultra160, is the cornerstone of their run at the NT5 market next year. In fact, that seems sort of obvious.