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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: Sarmad Y. Hermiz who wrote (8918)12/4/2000 11:54:03 AM
From: Mark Madden  Read Replies (1) of 9256
 
The weekend report was late last week because I had cable modem problems.

The average sample Maxtor disk drive has dropped about $6 this quarter but the samples average $26 higher ($20 net) because there are more high capacity drives offered. I do not think the EOM drive prices have dropped much but their quantities may be down. The weakness in PC purchases could have a positive impact on retail sale quantities.

All in all IMHO things look good this quarter.

Regards,
Mark
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