I don't know, Michael. The thing is, WDC isn't in the very very low end, as QNTM is. So QNTM may have suffered more than them from the advent of the U4. No one has come up with any answers about the infamous "week of June 19th", where pricing became especially crazy, so we don't know which drives were most affected, and who was pushing out there inventory. It may even have been QNTM for all we know, so that they could report low inventory at quarters end.
Also, the DLT8000 is coming out this quarter. We don't know what effect that will have on the DLT7000, if people may have lightened up their orders on the 7000 in anticipation of the 8000.
Questions, questions everywhere, one hardly knows what to think.<g>
Good luck,
Sam |
