Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.11

-5.4%

Nov 13 3:59 PM EST

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To: Stitch who wrote (5228)	1/13/1999 11:41:00 PM
From: Frodo Baxter	Read Replies (1) of 9256

>Anyone notice that SEG's units shipped grew 17% Q/Q while Intel's units grew 13% Q/Q? Doesn't that mean that SEG grew share? Nah. Assume Intel's unit #s are 27mln and 24mln (Intel doesn't release unit #s, so these are estimates, but this analysis is relatively insensitive to the exact numbers), so you have 12.5% sequential. Add in AMD's 5.5mln and 3.8mln, and you get 32.5/27.8 or... 17% sequential growth. And iMacs et al. also have drives. Nice try, though. smirk Fox Mulder

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