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Technology Stocks : Amazon.com, Inc. (AMZN)

AMZN 229.55

+0.2%

Dec 5 9:30 AM EST

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To: Skeeter Bug who wrote (123648)	4/13/2001 12:37:59 PM
From: Sarmad Y. Hermiz	Read Replies (2) of 164684

By the way, you had mentioned the possibility of reduced PC unit sales and their impact on disk drives. WDC pre-announced more revenue ($530m vs $500m expected) and more unit sales than expected. And generally WDC's sales are all to pc desktop units. So pc unit sales will be up y/y and sequentially. China buys many millions of pc's (20m ?). And the number is growing. And to underscore the good prospects, the first Q is generally the slowest Q of the year. And there isn't even an inventory glut at this time.

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