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


To: Mark Madden who wrote (7809)1/16/2000 11:45:00 AM
From: Sarmad Y. Hermiz  Read Replies (1) | Respond to of 9256
 
Mark,

I think your data shows the same thing I see. Which is that (aside from IBM) WD drives are listed at nearly the highest prices. So does that mean their unit sales will be disasterously low ? Or do they have some advantage that allows them to sell at a higher price ?

The only low price for WD is at the 13 GB. That is a puzzling price, because there is hardly any difference there from the 10 GB price. Yet we know there is one more platter or at least one more head.

Regarding IBM, I don't even consider them in the retail market because their prices are so much higher than anyone else. (except for a 20 GB drive at $186). How can they get by with such higher price ?

Also Maxtor seem to be right in the middle of the pack. Which makes me wonder about their earlier announcement about raising prices.

Do you know what Seagate meant by a shortage of drives in the "low end of the high end" ? Is that 40 GB or what ?

Well, the suspence will be over in a week or so, when the other DD makers report. Then we'll know if it is wealth and riches, or back to the poor house, which has been the rule for DD the last 2 years.

Regards
-Sarmad