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

To: Stitch who wrote (7797)1/14/2000 5:53:00 AM
From: Z Analyzer  Respond to of 9256
 
Stitch, I wonder how we reconcile Intel's forecast of slightly down revenues in the March qtr with Morgan Stanley's bullish forecast of significant growth in the March qtr. Perhaps Intel will reverse some of the slight rise in ASPs they experienced this qtr, but that still would not account for the discrepancy. --Z



To: Stitch who wrote (7797)1/14/2000 9:43:00 AM
From: Z Analyzer  Read Replies (1) | Respond to of 9256
 
Stitch, Last qtr we were periodically hearing about drives being on allocation, especially those of mid to low capacity. No questions about, or mention of allocation in Seagate's call. Do you believe the situation persists? -Z


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