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

To: Mark Oliver who wrote (5780)3/4/1999 6:01:00 PM
From: Gottfried  Read Replies (1) | Respond to of 9256
 
Mark, re >Does anyone know the level of business Quantum does with Dell?<

Page 43 of the 1998 annual report says "one major customer accounted
for 13% ... of consolidated sales. In addition another accounted for 10%..."

So we have an upper bound.

Gottfried



To: Mark Oliver who wrote (5780)3/4/1999 7:04:00 PM
From: La Traguhs  Respond to of 9256
 
Mark,

Your comments: <<I think this news will be short term fine for them as to date Maxtor isn't a big customer, but IBM is.>>

So true. IBM went from 35% of HTCH revenue in FY Q4 '98 to 56% last quarter.

Regards,
LT



To: Mark Oliver who wrote (5780)3/4/1999 7:25:00 PM
From: La Traguhs  Read Replies (1) | Respond to of 9256
 
Mark,

Last quarter, Quantum largest customers (includes HDD and tape)were Compaq and HP at 14 and 12% of revenue respectively. Next in line were Gateway, Apple, IBM and then, bringing up the rear, is Dell.

Regards,
LT



To: Mark Oliver who wrote (5780)3/4/1999 9:08:00 PM
From: Sam  Read Replies (1) | Respond to of 9256
 
In case anyone doesn't read the Maxtor thread, this is worth reading, RE the IBM/Dell deal:
Message 8159285


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