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: Z Analyzer who wrote (1529)	11/12/1997 5:07:00 AM
From: Frodo Baxter	Read Replies (1) \| Respond to of 9256

re: allocation Your point is well taken. Since we only have transparency in the channel and not the OEM side, we have to figure out what is going on with only half the story. Inasmuch as WDC's channel stuffing and aggressive pricing (note: including the 6.4 drive) is not being matched by QNTM, a reasonable (albeit optimistic) inference is that QNTM is seeing strong OEM demand. However, I don't recall QNTM saying their drives are on allocation in their latest cc. If SEG has allocation problems, that's symptomatic of their obvious misjudgment of desktop capacity points, not a generalized problem with supply. Not that it matters. The world is going to end. Cramer said so.