Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 160.11

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To: Tom Simpson who wrote (9195)	1/7/2003 10:54:31 AM
From: Robert Douglas	Read Replies (1) of 9256

But....bad news is unit shipments are flat and they have raised their market share from 50 to 65%. This means that the total suspension market actually shrunk, which implies some combinatorial mixture of fewer drives/lower platters per drive. Maybe, maybe not. The numbers on market share are year over year while the flat unit shipments are this quarter vs. the prior quarter. What were their unit shipments a year ago? If those are flat then the total market is shrinking.

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