Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 159.98

-2.2%

2:34 PM EST

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To: Sarmad Y. Hermiz who wrote (8985)	1/17/2001 12:32:29 PM
From: Stitch	Read Replies (1) of 9256

Sarmad, <<The further point is that DD makers used to make large profits on half or a third of the current unit volume. Then they somehow fell into an idiotic price competition which destroyed their profits. So the next conclusion is that increased volume does not lead to profits. And so there is no need for hand wringing about reduced PC shipments inevitably leading to losses at DD companies.>> <<I am very interested to know the opposing argument.>> If you are inviting arguments against the statement above you will not hear it from me. I agree 100% If you are shipping dollars with each unit you are inherently better off when the market for units declines. Its a novel strategy, one that I had not considered before. Best, Stitch

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