Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 160.04

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Nov 5 3:59 PM EST

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To: Tom Simpson who wrote (8253)	4/15/2000 1:52:00 AM
From: Mark Madden	Read Replies (2) of 9256

Here is a weekend report on disk drive pricing from a sample of retail distributor drives. The drives include 352 samples from 6 different distributors. The average sample of disk drive prices remained stable last week. Weekly average price change Weighted desktop --- down 0.2% Less than 11gb --- down 0.3% 11gb to 21gb --- down 0.2% Greater than 21gb --- even 0.0% Enterprise --- up 0.3% Last Quarterly price change (monthly rate) Weighted desktop --- down 1.5% Less than 11gb --- down 1.1% 11gb to 21gb --- down 1.3% Greater than 21gb --- down 2.2% Enterprise --- up 0.1% These pricing reports conflicted with some analyst statements that said enterprise pricing was rough. Steve Luczo at Seagate?s conference call said that pricing in enterprise drives was OK. However, demand did not spike early in January as some had predicted. We will not get a clear answer to enterprise pricing last quarter. Regards, Mark

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