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


To: Jim Switz who wrote (4156)12/13/1998 8:55:00 PM
From: Starowl  Respond to of 5944
 
Jim: Re. "maybe there'll be a positive pre-announcement for a change", I certainly wouldn't discount the possibility, but would never predict one.

I checked out your links on the CD-making software (thanks). I can't comment on the competition to Adaptec's products, because I still haven't made the leap to CD-R, or -RW. But I've looked at various hardware packages and noted that Adaptec software products (and sometimes a SCSI card) are included in many/most of them.

Also, since the review in May, Adaptec has begun selling a newer version of Easy CD Creator Deluxe (V. 3.5) (June), Direct CD (V. 2.5) (August), and Jam (for Macs) in September. Erstwhile CEO Saviers stated during the conference call after the first bad news in January that Adaptec would be placing more emphasis on marketing. Even if your competitor has better products, marketing can be an equalizer.

Starowl



To: Jim Switz who wrote (4156)12/13/1998 9:32:00 PM
From: Investor2  Read Replies (2) | Respond to of 5944
 
Are the following statements correct?

1. CD-RW can read CD-ROM and CD-R.
2. CD-ROM can NOT read CD-RW.
3. CD-R can NOT read CD-RW.
4. CD-ROM can read CD-R.

Thanks,

I2



To: Jim Switz who wrote (4156)12/14/1998 11:22:00 AM
From: The Philosopher  Read Replies (1) | Respond to of 5944
 
I'm not sure I want a positive pre-announcement. The stock is recovering okay on its own -- nowhere near 50, of course, but recovering. A preannouncement would diminish the benefit of positive earnigns kick on the 21st, IMO. Plus, what if they preannounced and then didn't make it?