Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 181.54

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Dec 26 9:30 AM EST

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To: Stitch who wrote (7557)	12/16/1999 8:08:00 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 9256

>> Tomorrow? Hmm...how about over the longer haul. Say, the last three months. Or, to offer a wager, the next three. 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 ? In looking at the availability of drives at on-line computer merchants, Western Digital, Quantum and Maxtor have the most "in-stock" drives. I wonder if this means they have over-saturated the distributors, or whether it means their drives are so popular they are always kept in stock. Also, Fugitsu and IBM drives usually ship in 5 to 10 days which tells me they are not popular with retail buyers. I just can't imagine an on-line buyer tolerating a 10-day wait for a disk drive. I know you like SEG, I have the impression most of their sales are to box-makers and large network attached devices. Is that correct ? So to project the relative advantage of Seg over other DD makers, how much of the market is retail ? Or is it mostly OEM, where Seg has a big lead ?

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