Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

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To: Tom Simpson who wrote (8905)	11/26/2000 3:38:18 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 samples include 362 drives from 5 different distributors. The average sample of desktop disk drives remained stable last week. Average price change this week (weekly rate): Weighted desktop --- even 0.0% Less than 11gb --- up 3.8% 11gb to 21gb --- up 1.0% Greater than 21gb --- down 1.7% Enterprise --- down 1.1% Current Quarter price change (monthly rate): Weighted desktop --- down 1.0% Less than 11gb --- up 2.9% 11gb to 21gb --- up 0.8% Greater than 21gb --- down 3.7% Enterprise --- down 1.2% 3rd 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 sample prices are continuing the pattern of solidifying from the lower capacities up. IBM, that once operated with little competition at the higher capacities leads the reduction in sample prices above 20gb. In the past month, IBM prices dropped 6 times more than the next largest price drop by a manufacturer. Twenty-six of the 46 IBM samples are larger than 20gb. Pricing reports from David Nebbia mention shortages throughout the rest of the year. Mr. Nebbia seems to have access to prices from the manufacturers that are more useful than retail prices. They may include the larger sales to OEM’s that have longer term contracts than sales to retailers. Regards, Mark

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