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


To: Mark Madden who wrote (8269)4/17/2000 6:48:00 PM
From: Gus  Read Replies (2) | Respond to of 9256
 
Mark,

Thanks for the regular updates. Keep in mind that retail accounts for only 10% of total sales. The real wild-swinging price action tends to happen at the major OEM accounts typically during near the end of quarters. Then there is of course the gray market.

Gus



To: Mark Madden who wrote (8269)4/17/2000 8:38:00 PM
From: Z Analyzer  Read Replies (2) | Respond to of 9256
 
A question to ponder. Would a dramatic slowing in venture investments in dotcom start-ups to store and provide free info for all of us have a substantial impact on server sales and therefore server drives and tape backup?