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

To: Gus who wrote (1766)	12/12/1997 5:35:00 AM
From: Z Analyzer	Respond to of 9256

,,1) PCs selling below $1,500 accounted for 42.1% of retail PC sales in October 1996 and 74.1% in October 1997 with the sub-$1,000 PC accounting for all the YOY growth. 2) Based on this limited sample, 74.1% of all PC-attached DD sales, or OEM sales, is currently be in the 1.0 to 3.0 GB range ($100 to $250) where I think SEG, Fujitsu and Maxtor are just basically swinging away to grab volume.>> Also makes me wonder about all the higher capacity drives Quantum is producing and which WDC and everyone else are clamoring to produce because of today's higher margins.

To: Gus who wrote (1766)	12/12/1997 5:41:00 AM
From: Z Analyzer	Read Replies (1) \| Respond to of 9256

BIG QUESTION?? If distribution sales are always at higher prices than OEM (even in current market per Quantum), why is Quantum cutting back on distribution sales and leaving this more profitable segment to the dumpers. And does it mean the dumpers are hurting if they get less in distr than previously but more than from the OEMs they covet? And why is Quantum talking of increasing OEM mix next quarter as positive (I guess that's where the big easy volume is ). But why leave the gravy on the table fro Fujitsu and the Koreans? Can someone explain this to me?

To: Gus who wrote (1766)	12/12/1997 5:39:00 PM
From: Sheba	Read Replies (2) \| Respond to of 9256

Gus, about your figures on Oct PC sales, you posted: sub-$1,000 segment = from 7.1% to 39.1% or +551% YOY $1,000 to $1,500 segment = from ~35% to 35% or assumed flat YOY $1,500 to $2,000 segment = from 37.9% to 20.3% or -46% YOY $2,000 to $2,500 segment = from 16.4% to 4.2% or -74% YOY over $2,500 segment = from <5% to <5% or assumed flat YOY I assume this does not include the direct PC boxmakers like Dell, Gateway, et al. Dell has been gaining a lot of market share; I'm not sure that this is having an insignificant effect upon these numbers. If your figures do include the direct PC companies, I have to question the accuracy, as Dell should have been adversely affected. However, their last earnings announcement report was wondrous in all aspects.