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

To: LK2 who wrote (2323)	1/21/1998 7:57:00 AM
From: T Bowl	Read Replies (1) \| Respond to of 9256

Question of the week: KMAG reported that MR should represent 90% of unit volume in the MarQ(from 60% this Q). What does that tell us? :) 1st hint: They expect MArQ sales to be down 40% QTQ! Another hint. Customer breakdown for the DecQ: WDC 53%, MAxtor 23%, QNTM "just under" 10%, IBM 5 - 10%, SEG 5 - 10%, Other 2% And the last giveaway: They reported that 2.1GB disk shipments % would grow very strongly in the MarQ todd Lawrence, you should be a happy man about this, you too JonBird.(and I guess another 10mil shares of people...) Not that it tells us anything new, just confirms some info...