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Technology Stocks : Disk Drive Sector Discussion Forum -- Ignore unavailable to you. Want to Upgrade?


To: Stitch who wrote (7714)1/6/2000 11:21:00 PM
From: Z Analyzer  Read Replies (1) | Respond to of 9256
 
<<"Respondents expected SIGNIFICANTLY LESS
SEASONALITY IN CQ1 than normal. 50% of US and
European channel participants thought sales in CQ1 would
be up 10-20% sequentially. This is surprising, because
historically PC sales have declined from Q4 to Q1. None of
our US and only 3% of our European survey respondents
thought that sales would be down Q/Q in CQ1.">>
Stitch, This is the best news we've had in a good while-growth in the March qtr! Are you personally seeing a level of optimism that would seem to confirm this? -Z