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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 155.64

-2.7%

Dec 3 3:59 PM EST

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To: Mark Adams who wrote (2516)	2/21/1998 6:12:00 PM
From: Bill Martin	Read Replies (1) of 9256

Re: Per RDRT's 10Q, they sold appx 22million heads/Qtr. Compare this with IBM's proud claim to 9million in the last 5 months, and you see they've captured about 25%/Qtr of RDRT sales- not to mean that RDRT has lost any sales though. Actually I'm quite impressed by it. Even assuming your 25% is correct (it's based on assuming a flat number of heads per month), how many industries can you tick off where a come from zero vendor picks up 25% of a market leader's sales in a short period? If you were looking at static market positions, then your inference would be correct. If you look at it as a dynamic position where IBM has grown to that position just recently then I see it as a more impressive accomplishment. Let's say that I look at these numbers and see a rapidly rising market position with no indication of a top yet, while you're apparently looking at them and seeing a modest total market position as of today. A different perspective .... Bill

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