Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 157.75

+0.4%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Stitch who wrote (6059)	4/13/1999 6:55:00 PM
From: La Traguhs	Read Replies (1) of 9256

Stitch, Summary of the Seagate CC: I don't have a handle on the formatting here so the first number is for Q3 FY99 and the second number is previous quarter, Q2 FY99 Q3 FY99 Q2 FY99 Revenue $1,805 mln $1,801 mln from Desktop $641 (down seq.) $775 from High Performance $974 (up seq.) $846 from tape/software/oth $190 $174 Drive Units shipped 8230 mln (down seq.) 8334 mln Inventory $360 $410 Oem: 65% Dist: 35% By geography 47% N.A. (even) - 35% Europe (down) - 18% Far East (up) No questions asked regarding next quarter outlook and no guidance offered except to say that this current quarter is usually (seasonally) down. (I don't think they have a clue at this point in time) Pleased with high-end 10K-rpm drives and very low end U4 and soon U8. (now building in Malaysia and China) Expect 6.X GB/platter and 7200-rpm ATA drive soon this quarter. (I suspect that's the announcement at the early May, New York analysts meeting) Several question re the new distribution model and its impact on earnings - answer: no impact. Luczo did state how proud he was of the Compaq award - - - - Veritas deal should close in May after questions from SEC re Quinta deal are answered. Media outside was about 25%, going back down this quarter to 15%. Heads outside were about 24% and staying about the same this quarter. If there are any specific questions, I'll try. Oh - attitude was middle of the road Regards, LT

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next