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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 286.24

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1:43 PM EST

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To: Frodo Baxter who wrote (1741)	12/11/1997 4:34:00 AM
From: Z Analyzer	Read Replies (2) of 9256

<<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?>> Will have to listen to the call again which I taped and will post later on this. <<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???>> Looks to me like it could be as much as $530 mil, an increase of $190 mil which takes DLT profits to maybe $.65 per share. Seems incredible after a flat quarter. Surprised they didn't shout this in CC. Hope the analysts run the numbers-tomorrow woulodn't be so bad. Wonder what makes them so confident in March??

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