Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 290.23

+7.4%

Feb 3 3:59 PM EST

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To: Z Analyzer who wrote (1725)	12/11/1997 1:35:00 AM
From: Frodo Baxter	Read Replies (1) of 9256

Hey, could you help me out with the QNTM cc? I'm a bit confused. 1) They said double-digit growth in desktop units still possible, but revenues are flat, so this must mean it all comes out of ASP. Are they not going to have a richer mix this quarter at all? What does this mean for next quarter, when they absolutely will have a richer mix? 2) Said DLT year-over-year and 2nd half-over-2nd half should approach 100% including media. But 3Q is flat. By my reckoning, that's something like sequential +$150 mln in DLT for 4Q for this to be true. With 40% GM, I must be dreaming, right??? Never mind the LBO. Let's just make a straight bid for QNTM's drive division. I have a couple quarters in my pocket...

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