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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 179.68-1.0%Dec 29 3:59 PM EST
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To: Mark Madden who wrote (8494)7/27/2000 10:27:12 AM
From: Z Analyzer  Read Replies (1) of 9256
 
Mark,
Three things puzzle me.
First, any idea why your weekly tracking didn't pick up the severe price drop at the end of the qtr.
Second, why didn't SEG give an indication of the desktop weakness.
Three, with density increases running at a rate of maybe 150% annually, shouldn't costs per MB be able to drop 25% quarterly with the margins remaining flat. Perhaps they are talking about double digit price declines for a drive with the same number of platters? -Z
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