sankar:
in the cc yesterday, qntm said that, in fact, the asian situation has hurt the bottom line. while you are right about operations in asia costing less, the obvious should not be forgotten: asian goods have also become cheaper in the usa. this, no doubt, contributed to the pricing pressure seg, wdc, and qntm have been facing.
going forward, the situation should definitely improve, as asian businesses are forced to decide which businesses to kill off. as many posts here have already indicated, and as was alluded to in the cc, drive production will likely be one of the victims in asia.
to all:
i have been following this thread for a few months, but have only paid just now. it has been educational, and i fully agree with the earlier comment that this thread is home to a far better understanding of the company than most analysts can boast.
regards,
brosnack
rkn |
