Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 177.62

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To: Stitch who wrote (5333)	1/25/1999 9:06:00 PM
From: Frodo Baxter	Read Replies (1) of 9256

>Do you agree that turns are a relative performance criteria contributing to overall trailing performance? No. >What sources do you recommend for monitoring channel inventory. The big distributors. >Do reseller/distribution channels correlate well to OEM channels? No. OEMs are JIT, as least as far as getting the drives go. Inasmuch as OEMs stuff the channel with their boxes, that's their own stupidity, not the drive makers. There was some talk about channel assembly changing the OEM supply dynamics, but channel assembly has been a smashing failure so far. Dell still rules. >Does retail pricing correlate well to OEM pricing? Sorta. >Todd has done some neat work on retail pricing. Yes, very good stuff.

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