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

To: La Traguhs who wrote (8836)	10/10/2000 4:57:29 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

Wouldn't the oems have already locked in most of their pricing for the Dec qtr? I thought the rules were to price ahead but if prices go down, you cancel existing orders and reprice. Isn't that what makes this such a great business? -Z

To: La Traguhs who wrote (8836)	10/10/2000 11:22:30 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 9256

LT, >> You'll hear that the HDD industry can't supply the PC folks demand implying that PC demand is still up when in reality, Not withstanding PC demand and units, did you notice in SEG's CC they said SEG shipped a record 11.6 m units in Q3 ? Whether PC's or servers, or other, disk drive demand is at record levels. Unless SEG's volume displaced someone else. But I really really doubt that, since their gross margin was 21%. They couldn't be price-discounting. Sarmad