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: Frodo Baxter who wrote (4969)	11/11/1998 1:03:00 AM
From: CPAMarty	Respond to of 9256

How big is too big? IBM plans largest PC hard disk zdii.com

To: Frodo Baxter who wrote (4969)	11/11/1998 11:20:00 AM
From: Hungry Investor	Read Replies (2) \| Respond to of 9256

Lawerence, There was a guy on CNBC this morning that said that their might be an oversupply of chips in the market (assuming a 20% increase in Q4 PC sales- not bad)- even if INTC's sales are growing, someone else's must be slipping, or were are in for another round of price cuts. The same person spoke of 33 million units being produced in Q4 vs. 22-23 million in Q3. With a 20% increase that would make the upper end 28 million units shipped...what happens to the other 5 million units? Inventories...bad because this leads to price erosion. Sales..great but I don't know how likely this is. The revenue/margin is probably a f(x) of product mix and return rates. Scott. Scott.