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Technology Stocks : Maxtor (MXTR) -- Ignore unavailable to you. Want to Upgrade?


To: InfoMiner who wrote (114)3/4/1999 2:27:00 PM
From: Dave  Read Replies (2) | Respond to of 467
 
All:

I just read a Hambrecht and Quist research report dated 28 October 1998.

OEMs accounted for 78% of sales, with its top three, Dell, Compaq and IBM once again accounting for roughly 50% of sales. The company also began shipping to Gateway during the quarter (a top 5 company in Q3) and should incrase its unit shipments in Q4 as it potentially emerges as Gateway's lead supplier.

dave



To: InfoMiner who wrote (114)3/4/1999 3:52:00 PM
From: fiberman  Read Replies (1) | Respond to of 467
 
DELL is MXTR's largest customer. Losing them to IBM overnight just SUCKS!!!! We have not seen the bottom yet. Do you know how many mom and pop customers they have to come up with to make up for DELL's gap???? Forget it!!!! We will have a few more down days on this sucker, especially if tomorrow' employment number is strong. THIS SUCKS!!!