Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 240.87

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To: Robert Douglas who wrote (7785)	1/13/2000 11:50:00 AM
From: Mark Oliver	Read Replies (4) of 9256

<Wall Street Journal reports this morning that the average PC price has gone from $789 in Sept. to $844 in December. They attribute this rise to a "huge drop-off in competition.."> It seems likely to me that the rise in ASP would be more due to the $400 cash rebates for Internet services. While this is no gift, it seems to be a great help to PC sales. Maybe the buyers think with the extra $400, they can afford a slightly better machine. So, what happens when these deals get pulled? MSN has found that Calif. law says a buyer can drop their 3 year ISP contract with no recourse. Regards, Mark PS Kudos to Lawrence Kam for APM short. I thought he was getting greedy sticking it out to the end, but he was right. Has this or the demise of Yamaha helped RDRT?

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