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 : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?

To: Jacky AY who wrote (9072)	4/3/1998 11:58:00 AM
From: John Wang	Read Replies (1) \| Respond to of 11057

I don't know how much revenue WD extracts from SCSI business. My guess will be 15%-20% by now considering the revenue decrease from desktop due to pricing environment. I have heard that they are making money on all three SCSI drives: 2G, 4G and 9G. I don't know why QNTM will lose money on SCSI while WD can make money on SCSI. But, one thing that is obvious is that 9G has at least $100 cost advantage relative to competitors due to 4 less platters and 8 less HSA's in WD's 9G SCSI. WD press said many OEMs had qualified the 9G. I think that the SCSI business is pulling desktop business from deep water at this moment. How much the pulling? We'll find out on April 29. John p/s: 9G for 6 platters, then it is 1.5 G/p. This is MR also.