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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 139.09-0.8%Nov 21 9:30 AM EST
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To: roger held who wrote (1289)10/22/1997 2:04:00 PM
From: Z Analyzer  Read Replies (1) of 9256
 
Roger, You were right about QNTM high end not doing well last qtr. IBM may have had higher drive revenues but profitability had to drop. Both they and SEG have the problem of being so vertically integrated they have to produce or all their component operations suffer too. Have to wonder if pricing didn't fall off even worse at the end of the quarter leading to a bad start for the high end in Dec.
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