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


To: Dale Stempson who wrote (2919)3/25/1998 7:29:00 PM
From: T Bowl  Read Replies (1) | Respond to of 9256
 
<<Mark, Komag had already warned that revenues would be down 40%. The 55% warning today was not a complete surprise>> I guess it's all in how you view the #s. KMAG will ship just over 6million platters this Q instead of the estimated 8mil+. That seems like a good chunk to me. (It's about $20mil straight off the bottom line in that high fixed cost biz - another $0.40 in losses?)

Who isn't ordering the platters?(Another hint)

todd