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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 163.00

-0.4%

Nov 7 9:30 AM EST

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To: CPAMarty who wrote (6111)	4/23/1999 12:46:00 AM
From: Stitch	Read Replies (2) of 9256

Hi Guys, Marty; <<Although we expect to remain profitable, the greater-than-anticipated price declines we are now seeing will put significant downward pressure on our earnings in the second quarter relative to what we just achieved. "WDC said basically the same (pricing will hurt the June qtr)" What they aren't telling you in their CCs is that Samsung has been disqualified at virtually all their OEM due to a problem with something called stiction-friction. There has been some resulting channel stuffing at incredible prices. What I can't figure is why that should have that much affect on asp if most drives are shipped OEM. Further, I would like to know what SEGs new distribution program will do to Sasung's efforts to sell off into distribution. I hope this is Samsung's DD death knell. I am running guys, (6:40 a.m. flight tomorrow) but will try to stay caught up with the posts. Lots of DD news this week. Best, Stitch

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