Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 250.23

-10.1%

Jan 30 9:30 AM EST

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To: Z Analyzer who wrote (2257)	1/14/1998 1:58:00 AM
From: Z Analyzer	Read Replies (3) of 9256

I was shocked that Intel was able to beat estimates given the magnitude of the price reductions last quarter (about 50% on several mainstream chips like 200 MMX). I can only conclude that volumes must have been very strong although the only indication in their press release was the comment about record microprocessor shipments. If volumes were in fact very strong perhaps a large chunk of the disk drive inventories have been consumed. After all, we only know after the fact when excess inventory has arisen so it stands to reason that we wil be the last to know when inventories come back in line. Any comments?

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