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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 172.26-2.2%3:59 PM EST

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To: Tom Simpson who wrote (8515)7/31/2000 12:12:43 AM
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 394 samples from 6 different distributors.

The average sample of desktop disk drive prices decreased slightly last week.

Weekly average price change (weekly rate):
Weighted desktop --- down 0.7%
Less than 11gb --- down 0.8%
11gb to 21gb --- down 1.0%
Greater than 21gb --- down 0.5%
Enterprise --- down 0.1%

Current Quarter price change (monthly rate):
Weighted desktop --- down 2.3%
Less than 11gb --- down 2.3%
11gb to 21gb --- down 2.9%
Greater than 21gb --- down 1.6%
Enterprise --- down 1.4%

2nd Calendar Quarter price change (monthly rate):
Weighted desktop --- down 3.0%
Less than 11gb --- down 3.7%
11gb to 21gb --- down 2.8%
Greater than 21gb --- down 2.6%
Enterprise --- down 1.7%

1st Calendar Quarter 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 disk drive conference calls all expressed aggressive pricing in the desktop market last quarter because of component shortages in the PC market. Yet they beat their estimates. Two of the manufacturers claim improving markets this quarter but aggressive pricing early as a carryover of the last quarter shortages.

Regards,
Mark
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