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: Mark Madden who wrote (7805)	1/15/2000 2:59:00 PM
From: Z Analyzer	Respond to of 9256

<<The stable disk drive pricing did not mean strong demand. Many December quarters have seen 10-20% increases in drive revenue. >> Will be interesting to so if other drive companies grew units more. Perhaps WDC having problems helped or perhaps the companies are not being as aggressive with respect to price since pricing is already so bad.

To: Mark Madden who wrote (7805)	1/15/2000 3:13:00 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 9256

Mark, Thanks again for sharing your data. I wonder if you can confirm or not the impression that I have that Seagate has nearly the lowest prices at each capacity point, and that Western Digital has the highest price. Before drawing conclusions from Seagate's price and volume woes I wonder if the low prices applied to all the DD makers ? Also I have to wonder if WD higher prices were at the cost of lower volume. Of course these prices are retail, and it is not known if they apply to OEM. -Sarmad

To: Mark Madden who wrote (7805)	1/15/2000 4:45:00 PM
From: American Spirit	Respond to of 9256

PC sales and prices rising in 2000. Can only mean one thing for DD sector. Shortage in chips and higher demand. INTC zooms. DD sector should be next.

To: Mark Madden who wrote (7805)	1/17/2000 12:28:00 AM
From: Tom Simpson	Respond to of 9256

<<This is reasonably close to the 7.5% stated in the conference call. >> Pat yourself on the back Mark. It's more than just "reasonably close", rather it reflects all the meticulous work that comes with a sample size of 316. As you pointed out with respect to interpretations, all we can really conclude from the very recent stability in prices is that there is a current rough balance between unit supply and unit demand; profitability doesn't enter into it until enough producers are unwilling to produce unprofitable units, thus dropping unit supplies below unit demand. We are still in the phase of who can lose the least and/or longest, and apart from IBM, Seagate has the deepest pockets. I appreciate your work......Tom