Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 262.70

-8.1%

Feb 10 3:59 PM EST

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To: LK2 who wrote (2381)	1/27/1998 1:20:00 AM
From: Frodo Baxter	Read Replies (1) of 9256

Hope you were still short when today's announcement broke. (btw, Compaq/DEC comprise more than 20% of QNTM's revenue base) I think you're probably right with DELL too. It'll have to cut prices some in this new, more challenging environment. Since I've got my new computer, its price has dropped around $100. Anybody notice the price delta between Dell's 233 and 333? It seems pretty minimal (~$250 compared to the chips' delta of ~$500). Hopefully they'll drop the 233's price some more before my 30 days run out... zdnet.com

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