Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 198.47

-9.6%

9:49 AM EST

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To: Sarmad Y. Hermiz who wrote (7559)	12/17/1999 6:07:00 PM
From: Stitch	of 9256

Samand, <<In an effort to try guess the results for next quarter, does anyone know the mix of retail versus sales to box makers for disk drives ?>> Retail after market sales is very small compared to OEM sales and, IMO, not a primary driver. Retail DD pricing, on the other hand, is very useful to follow as it does reflect the overall. I am traveling and do not have the numbers with me but will post the segmentation splits later. Best, Stitch

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