Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 215.00

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Jan 14 3:59 PM EST

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To: Gus who wrote (8300)	4/30/2000 11:32:00 PM
From: Mark Madden	Read Replies (1) of 9256

Here is a weekend report on disk drive pricing from a sample of retail distributor drives. The drives include 391 samples from 6 different distributors. The average sample of disk drive prices remained stable last week. Weekly average price change Weighted desktop --- down 0.4% Less than 11gb --- down 0.5% 11gb to 21gb --- down 0.5% Greater than 21gb --- down 0.2% Enterprise --- down 0.2% Monthly average price change Weighted desktop --- down 2.1% Less than 11gb --- down .8% 11gb to 21gb --- down 1.9% Greater than 21gb --- down 1.7% Enterprise --- down 4.7% 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% The pricing reports were slightly off base last quarter. Mr. Cannon of Maxtor described pricing for the quarter as very good during January and February and a little looser in March. He went on to say April is similar to March. The pricing reports reported monthly pricing reductions as 1.5% in January, 2.0% in February, 1.2% in March and 2.1% in April for desktop drives. This shows us we should not pay attention to small variations in the retail pricing because they do not reflect the larger picture that includes OEM sales and consumer market sales. The retail pricing did give us the overall picture that pricing would be good last quarter. Last week the pricing report was influenced by deep price reductions from one retailer. This week pricing normalized. None of the other retailers followed the pricing reductions and the retailer with last week's reductions had stable prices this week. The retailer also had 9 new products added to pricing data reports. This serves as an example how these pricing reports can be influenced by one retailer changing prices that has no relation to manufacturer's pricing. We will be best off using the results of the pricing reports loosely. Regards, Mark

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