Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

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To: Stitch who wrote (7714)	1/6/2000 11:21:00 PM
From: Z Analyzer	Read Replies (1) of 9256

<<"Respondents expected SIGNIFICANTLY LESS SEASONALITY IN CQ1 than normal. 50% of US and European channel participants thought sales in CQ1 would be up 10-20% sequentially. This is surprising, because historically PC sales have declined from Q4 to Q1. None of our US and only 3% of our European survey respondents thought that sales would be down Q/Q in CQ1.">> Stitch, This is the best news we've had in a good while-growth in the March qtr! Are you personally seeing a level of optimism that would seem to confirm this? -Z

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