Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 269.39

-7.2%

Feb 4 3:59 PM EST

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To: Don Earl who wrote (2195)	1/12/1998 3:47:00 PM
From: Mark Oliver	Read Replies (1) of 9256

<The cost of labor for the DDs has been cut in half in Maylasia and Korea since June because of devaluation. As close as I can figure labor for foreign operations was probably running around 35% of cost of sales before the devaluation. I think we're seeing the cost per MB reflected in that savings. > The falling cost of labor is the supposed savior, but does anyone know what percentage labor plays in the cost of a drive? For example, saving 35% off 15% wouldn't account for the price drops we've been seeing. Regards, Mark

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