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

To: Sam who wrote (9087)	1/9/2002 7:23:32 PM
From: Sarmad Y. Hermiz	Respond to of 9256

Sam, from the Yahoo mxtr thread Weekend Pricing Report by: mtsmark (55/M/Mercer Island, WA) 01/05/02 08:22 pm Msg: 68350 of 68488 Here is a weekend report on disk drive pricing from a sample of retail distributor drives. The samples include 291 drives from 5 different distributors. The average sample of desktop disk drives prices dropped slightly last week. Average price change this week (weekly rate): Weighted desktop --- down 0.4% Less than 21gb --- down 0.1% 21gb to 51gb --- down 0.3% Greater than 51gb --- down 0.7% Enterprise --- down 0.2% Current Quarter price change (monthly rate): Weighted desktop --- down 1.5% Less than 21gb --- down 0.4% 21gb to 51gb --- down 1.1% Greater than 51gb --- down 2.9% Enterprise --- down 0.7% Fourth Quarter 2001 price change (monthly rate): Weighted desktop --- down 2.3% Third Quarter 2001 price change (monthly rate): Weighted desktop --- down 2.9% Second Quarter 2001 price change (monthly rate): Weighted desktop --- down 2.7% First Quarter 2001 price change (monthly rate): Weighted desktop --- down 2.4% Regards, Mark

To: Sam who wrote (9087)	1/9/2002 7:36:19 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 9256

Re: Weekend Priciing Report by: broncoincalifornia Long-Term Sentiment: Buy 01/07/02 06:01 pm Msg: 68377 of 68488 Mark, Thank you for your reports. It has to be a lot of work to do this. I wonder if these reports come out sounding a bit pessimistic. The capacities points are being reached with fewer platters and fewer heads. If we catagorize by constant GB the catagories move to lower and lower products. If the reports could be based on number of heads and disks and if this is state of the art density or end of life density. For examaple have 40GB / disk for the state of the are density for the present. At this density have 1 disk 1 head, 1 disk 2 head and maybe 2 disk 4 head. Do the same for say 20 GB/disk as the end of life density. I think this indication would not show the price erosion we see if we catagorize by capacity.