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Technology Stocks : Disk Drive Sector Discussion Forum
WDC 179.68-1.0%3:59 PM EST
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To: Mark Oliver who wrote (3816)6/25/1998 2:24:00 PM
From: Sam  Read Replies (1) of 9256
 
Mark,
"Any ideas on the inventory turns from other major players?"
Well, before things turned sour for WDC, they were doing about 22 turns, I think, while SEG was mired down at around 11 or 12. QNTM was rising from 10 or 11 to 14, as you noted, but I don't have numbers from the past 2 quarters. I may be much sicker than that. At least if Maxtor does go public, we'll be able to get decent numbers on them. I don't recall reading them in their SEC Registration Statement, though they may have been there.
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