Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 236.39

-2.8%

Jan 23 9:30 AM EST

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To: Mark Madden who wrote (7889)	2/5/2000 6:49:00 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 9256

Mark, >> We have yet to see the seasonal price drop that normally occurs at the end of the 4th calendar quarter. << Thanks again for a somewhat encouraging report. My particular worry now is whether Western Digital will turn around this quarter or not. I expect that Quantum, Maxtor and Seagate will each report higher profits in Q1. Perhaps 100% increase from Y99Q4. The question is will WD merely have lower losses, or actually a return to profits ? I wonder how Connex is doing ? I am also not hearing much about new apps of hard drives in entertainment appliances. I guess large volume is still a distant prospect. Regarding the missing drop, it will not happen anytime soon. With Win2K going on the market in a couple of weeks, there will be lots of hardware upgrades. My guess is that in addition to all the new PC's that are delayed for that, there are many millions of PC's that will be upgraded to Windows 2000. And if these PC's are a couple years old, they will for sure need a new higher capacity disk drive. So with the lean inventories, I expect retail replacement disk drive prices to be firm or higher. -Sarmad

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