Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 174.21

+6.9%

3:59 PM EST

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To: Mark Madden who wrote (6504)	6/5/1999 3:02:00 PM
From: Mark Madden	Read Replies (2) of 9256

I have been monitoring DD prices from a few large distributors in an attempt to recognize falling demand. My efforts did not help see the recent QNTM warning so I am trying to sort out improvements to my analysis. To begin with, I am confused by the QNTM warning. Michael Brown of QNTM stated healthy demand but eroding prices reduced revenue and earnings. Does he mean that there were a lot of bid opportunities but he did not get his share because others had lower bids. Or does he mean that he won a lot of bids but he bid so low he can not make a profit. If the latter is true, all the desktop suppliers will be hurting. If the former is true, QNTM may be behind in producing lower cost drives and the others will do well. Any opinions? Mark M.

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