Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 270.16

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To: Gus who wrote (1766)	12/12/1997 5:41:00 AM
From: Z Analyzer	Read Replies (1) of 9256

BIG QUESTION?? If distribution sales are always at higher prices than OEM (even in current market per Quantum), why is Quantum cutting back on distribution sales and leaving this more profitable segment to the dumpers. And does it mean the dumpers are hurting if they get less in distr than previously but more than from the OEMs they covet? And why is Quantum talking of increasing OEM mix next quarter as positive (I guess that's where the big easy volume is ). But why leave the gravy on the table fro Fujitsu and the Koreans? Can someone explain this to me?

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