Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 166.10

-2.3%

Nov 12 3:59 PM EST

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To: Z Analyzer who wrote (8135)	3/24/2000 11:34:00 AM
From: Robert Douglas	Read Replies (1) of 9256

I may be wrong, but didn't we also have a doubling or more of unit volumes over the last five years? No, I believe you are right. The problem of late, as you know, has been the drop in ASPs. The unit growth has been frittered away by dropping prices resulting in no revenue growth. If this ends then unit growth equals revenue growth equals better profitability. This seems to be playing out right now in the industry as far as I can tell. What do others think? This board will be in real trouble if my voice becomes the authority on this subject.

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