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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 236.33-2.9%Jan 23 3:59 PM EST
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To: Sarmad Y. Hermiz who wrote (7858)1/29/2000 7:29:00 PM
From: Tom Simpson  Read Replies (1) of 9256
 
<<Encouraging so far. I took a look at inventories from the Q reports. Here is a summary.>>

Good analysis....I took a quick look at the relative revenue numbers these inventories are supporting and there is substantial improvement excepting Seagate. I suspect that some of this inventory improvement reflects push backs on to component suppliers just as the box makers pushed theirs back on to the drive suppliers.

Tom
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