Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 221.51

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Jan 16 9:30 AM EST

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To: Gus who wrote (8696)	9/9/2000 4:14:54 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 330 samples from 5 different distributors. The average sample of desktop disk drive prices remained stable last week. Weekly average price change (weekly rate): Weighted desktop --- down 0.3% Less than 11gb --- down 0.2% 11gb to 21gb --- even 0.0% Greater than 21gb --- down 0.8% Enterprise --- down 0.6% Current Monthly price change (monthly rate): Weighted desktop --- down 2.6% Less than 11gb --- down 1.3% 11gb to 21gb --- down 1.8% Greater than 21gb --- down 3.7% Enterprise --- down 6.8 Current Quarter price change (monthly rate): Weighted desktop --- down 2.3 Less than 11gb --- down 1.6 11gb to 21gb --- down 2.2 Greater than 21gb --- down 2.5 Enterprise --- down 3.3 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% These reports are beginning to get boring. However, this is probably good for us investors. Last week SSB interviews confirmed that pricing was tough this quarter but better than last quarter. The samples show stable pricing particularly in the capacities that most drives are sold. The enterprise drive samples have been a little weaker from the pricing stand point but the information is more difficult to confirm. IBM does not release much information and Seagate is reluctant to separate any news between the desktop and enterprise business. Also, these reports are simply identifying enterprise drives as drives using a SCSI interface. Many IDE interfaces are now being used for central storage needs in lower cost systems. Regards, Mark

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