Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.26

+3.5%

12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Yogi - Paul who wrote (8824)	10/7/2000 2:03:23 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 337 samples from 5 different distributors. The average sample of desktop disk drive dropped last week. Current quarter weekly average price change (weekly rate): Weighted desktop --- down 1.0% Less than 11gb --- up 0.1% 11gb to 21gb --- even 0.0% Greater than 21gb --- down 2.3% Enterprise --- down 0.3% 3rd Calendar Quarter price change (monthly rate): Weighted desktop --- down 1.9 Less than 11gb --- down 1.3 11gb to 21gb --- down 1.7 Greater than 21gb --- down 2.3 Enterprise --- down 2.9 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 first week of the quarter had a disappointing drop in average sample prices. However, the price reductions were not widely spread. 9 IBM GXP drives caused 60% of the weekly price reduction in samples. They dropped an average of more than a $30 each. These drives were mostly high capacity drives with 15gb/platter formats. Their prices may have been influenced by many new Maxtor drive offerings in the same capacity ranges. The recently announced consolidation of Maxtor and Quantum HDD should help stabilize prices. At least we know Quantum and Maxtor will not by trying to increase market share by reducing prices at the expense of the other. Western Digital will likely get all the market share increase they can handle as PC makers try to keep competition in the drive market. Regards, Mark

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next