SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Disk Drive Sector Discussion Forum
WDC 155.45+3.0%Nov 25 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: T Bowl who wrote (1293)10/23/1997 7:59:00 AM
From: Z Analyzer  Read Replies (1) of 9256
 
<<I agree, it was a very good CC. The response to the OPEC comment was
brilliant(actually the business decision to do what they did there was brilliant .>>
I personally think htat Quantum cut back so much out altruism as because to have sold more would have meant selling into distribution. And I suspect they would have had negative gross margins at thos prices even tho QNTM said they had positve gross margins overall. Didn't quite sound right to me that QNTM would voluntarily cut the high end so dramatically. A little worrisome that WDC is talking of stilll incresing theirs.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext