Disk Drive Sector Discussion Forum Message Board

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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: Sarmad Y. Hermiz who wrote (8989)	1/17/2001 9:08:35 PM
From: Stitch	Read Replies (1) of 9256

Sarmad, <<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. >> Agreed, and to show an example from Quantum's earnings release: ``Despite the revenue shortfall, we are pleased to have significantly reduced our net loss sequentially,'' said John Gannon, president of Quantum's Hard Disk Drive Group. ``Our improved financial performance was driven by gross margins that improved sequentially to 14.7 percent, as a result of a favorable shift in product mix within the desktop and high-end lines." <<I've heard WDC shipments were above 5.5 million. Do you have any idea?>> I have a forecast for WDC at 5.7M units for the Q. Best, Stitch

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