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 : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (123654)	4/13/2001 12:46:47 PM
From: Skeeter Bug	Read Replies (2) \| Respond to of 164684

sarmad, you are lapsing in logic... >>WDC pre-announced more revenue ($530m vs $500m expected) and more unit sales than expected.<< the comparison should not be to "expected." it should be to last year. if unit sales are up yoy, then, and only then, does it indicate that unit sales may be up this year. >>So pc unit sales will be up y/y and sequentially.<< as explained above, this does not rationally follow given the limited information you have provided. even if unit drive sales are up, that doesn't mean, of necessity, that their is sell through to customers since most of the drive company's sales go to the box clampers who may be building inventory. i do not know this. for all i know, unit sales my be up all around. but the information you provide as "proof" is anything but. >>And there isn't even an inventory glut at this time<< i'm not convinced of this. i don't deny it, but i'm not convinced. we shall see, though.