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


To: Sarmad Y. Hermiz who wrote (8698)9/10/2000 12:57:32 AM
From: Mark Madden  Respond to of 9256
 
Sarmad -

The pricing patterns are different this quarter than last quarter. Last quarter began with good prices and price deterioration during the last part of the quarter. Most of the profits were likely made in the first half of the quarter. This quarter started with low prices from the previous quarter. The stable prices should have helped efficiencies and cost reductions to put the profit back in the drives. The profits should be made in the second half of this quarter. Next quarter should be the barn burner.

Regards,
Mark