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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: John Wang who wrote (1627)	11/24/1997 3:20:00 PM
From: Gus	Read Replies (1) of 9256

John, In a restructuring, the trends are key. In millions, Maxtor shows... September 97 June 97 March 97 Sales $ 393 $ 283 $ 247 CGS (cost of goods sold) (371) (280) (254) Gross Margin 22 3 (7) OE (operating expenses) (42) (41) (41) Operating Profit (20) (38) (48) Units sold 2.5M 1.7M 1.3M ASP $157.20 $166.47 $190.00 CGS per unit 148.40 164.71 195.38 Gross Margin % per unit 5.6% 1.1% (2.8%) OE % of sales 10.7% 14.5% 16.6% Source: 10Qs Note how CGS per unit goes down as volume goes up. Gus

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