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: Sarmad Y. Hermiz who wrote (8989)	1/17/2001 9:08:35 PM
From: Stitch	Read Replies (1) \| Respond to of 9256

Sarmad, <<I mean to say that gross margin on units sold is the important number, not just the units shipped. So higher (positive) profits are possible even if PC makers are not growing. >> Agreed, and to show an example from Quantum's earnings release: ``Despite the revenue shortfall, we are pleased to have significantly reduced our net loss sequentially,'' said John Gannon, president of Quantum's Hard Disk Drive Group. ``Our improved financial performance was driven by gross margins that improved sequentially to 14.7 percent, as a result of a favorable shift in product mix within the desktop and high-end lines." <<I've heard WDC shipments were above 5.5 million. Do you have any idea?>> I have a forecast for WDC at 5.7M units for the Q. Best, Stitch