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To: Skeeter Bug who wrote (123648)4/13/2001 11:57:34 AM
From: Glenn D. Rudolph  Respond to of 164684
 
this is a joke! (or is it ;-)

ps - notice i didn't go over the 2 paragraph limit ;-)



I understand. I need to use the KISS (Keep it simple stupid) format and not ever address SEC filing, inventory anamalies, etc.

Paragraph 2...It is nice to have the market closed for a break.



To: Skeeter Bug who wrote (123648)4/13/2001 12:37:59 PM
From: Sarmad Y. Hermiz  Read Replies (2) | Respond to of 164684
 
By the way, you had mentioned the possibility of reduced PC unit sales and their impact on disk drives. WDC pre-announced more revenue ($530m vs $500m expected) and more unit sales than expected. And generally WDC's sales are all to pc desktop units. So pc unit sales will be up y/y and sequentially. China buys many millions of pc's (20m ?). And the number is growing. And to underscore the good prospects, the first Q is generally the slowest Q of the year. And there isn't even an inventory glut at this time.