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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 169.99-2.4%3:59 PM EST

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To: XBrit who wrote (8209)4/3/2000 4:06:00 AM
From: Mark Madden  Read Replies (1) of 9256
 
IMHO good enterprise pricing is a positive for HDD, and to a lesser extent, Western Digital and Maxtor. Western Digital and Maxtor quit the enterprise business but they likely had inventory to work off during the quarter. HDD has likely increased market share but the enterprise business is still a small percentage of their overall business.

Regards,
Mark
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