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Strategies & Market Trends : gem-x's incredibly accurate Elliott Wave forecasts.

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To: gemx who wrote (2059)	4/18/2006 9:18:37 PM
From: SI Dave	of 2290

All I can see that, other than OEM sales, their new Cheetah 15K.5 drive won't be shipping into the distribution channel until the end of the quarter. I believe it was expected to be in the channel by now. That's going to hurt their average unit price this quarter, and may postpone demand in anticipation of later availability of the newer drives. On the other hand, they said they had only 5 weeks of channel inventory, so it should ramp quickly once it starts shipping.

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