Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Stitch who wrote (7557)	12/16/1999 7:52:00 PM
From: Robert Douglas	Read Replies (1) \| Respond to of 9256

Stitch, It looks like Seagate is becoming a momentum play after all. Who would've thunk? There is some speculation on the Yahoo! thread that Maxtor is the ONLY disk drive maker that will have a surprise quarter because they alone raised prices. Apparently Cannon made a comment to this effect in the conference call. I'm skeptical about this line of reasoning. Congrats for picking Seagate! -Robert

To: Stitch who wrote (7557)	12/16/1999 8:08:00 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 9256

>> Tomorrow? Hmm...how about over the longer haul. Say, the last three months. Or, to offer a wager, the next three. In an effort to try guess the results for next quarter, does anyone know the mix of retail versus sales to box makers for disk drives ? In looking at the availability of drives at on-line computer merchants, Western Digital, Quantum and Maxtor have the most "in-stock" drives. I wonder if this means they have over-saturated the distributors, or whether it means their drives are so popular they are always kept in stock. Also, Fugitsu and IBM drives usually ship in 5 to 10 days which tells me they are not popular with retail buyers. I just can't imagine an on-line buyer tolerating a 10-day wait for a disk drive. I know you like SEG, I have the impression most of their sales are to box-makers and large network attached devices. Is that correct ? So to project the relative advantage of Seg over other DD makers, how much of the market is retail ? Or is it mostly OEM, where Seg has a big lead ?