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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3:59 PM EST

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To: Frodo Baxter who wrote (2246)	1/13/1998 11:31:00 PM
From: Pierre-X	Read Replies (1) of 9256

Diplomacy is not your strong point. I was offering an interpretation of a news article that conjectured a possible move away from Slot One. Your rebuttal has merit, but the two scenarios you present hardly characterize the universe of all possibilities. Consider the following excerpt from the Q report: Gross margin percentage in the first quarter of 1998 is expected to be down a few points from 59 percent in the fourth quarter, primarily the result of purchased components used on the SEC cartridge for the Pentium II processor. Your scenario (b) -- a return to in-line packaging -- seems unlikely given the current trend to lower overal PC ASPs. I'm not convinced SRAM pricing is solely at issue here; the assembly cost of packaging the cartridge can't be nontrivial. APM didn't get hit nearly as hard as I anticipated. I suppose the broadly rising market helped to keep it afloat . . . more downward shocks from the other HDD quarterlies coming up should push this sucker's under. PX

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