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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.61

+2.2%

Nov 6 3:59 PM EST

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To: Stitch who wrote (8986)	1/17/2001 8:53:17 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 9256

>> 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. << That wasn't exactly what I meant. I mean to say that gross margin on units sold is the important number, not just the units shipped. So higher (positive) profits are possible even if PC makers are not growing. Because it seems DD gross margins will be higher than last Q. Retail DD prices have stayed higher throughout the Dec Q. Anyway, the reports will be released very soon. I'm expecting Maxtor to make close to +10c, and WDC to lose about -10c. I've heard WDC shipments were above 5.5 million. Do you have any idea ? Regards, Sarmad

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