Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: The Philosopher who wrote (4335)	1/26/1999 2:37:00 PM
From: Jim Switz	Read Replies (1) \| Respond to of 5944

I think part of the reason is today's CFO interview on CNBC, compounded by some possible confusion over the way the numbers are evaluated (with or without the PTS division included). But today's volume is quite good once again, so I think there's decent accumulation going on. I just read the transcript of the Andy Brown interview mktnews.nasdaq.com (haven't watched my videotape yet) and it looks like a big nothing to me, at least on paper. Vague and unfocused and no particular emphasis on growth potential this year or next in the new product arenas. Plus, no emphasis on the recordable-CD software dominance - just vague meanderings about how CD-Rs are catching on. And is anyone else out there sick to death of this "space" buzzword? As in "right space", "fibre-channel space", "server space" etc. Space is where John Glenn should have been left after his disgusting obstruction of campaign-finance hearings. I need to watch the videotape, but if I weren't following the company closely, the transcript wouldn't get me fired up to buy ADPT shares. Maybe a good PR opportunity missed. And I still think that Mark Haines is the worst possible person to be interviewing a tech-company representative. After about 4 ADPT interviews on Squawk Box over the years, he's getting a glimmer of how to pronounce SCSI, and that's about it.