Granted, ADPT is losing certain technology; SCSI is less desirable and their revenues and income are sure to decline.
Hasn't this already been discounted in ADPTs stock price, however? It's trading at only an 11 PE.
Most importantly, what about their CD-R & CD-RW technology? What market share does Adaptec have for the creation of music CDs? The multi-billion dollar music business is being severly threatened by Napster & MP3.
If a consortium of these music titans purchased Adaptec and tried to include a registration and fee technology for stamping CDs, would this be viable? Could it create a much larger value for a troubled ADPT?