SI
SI
discoversearch

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

To: Ramesh Manne who wrote (137)3/4/1999 6:46:00 PM
From: Dave  Respond to of 467
 
Ramesh:

First off, Maxtor's ASP for Q2 was $143 and Q3 was $139. Hambrecht & Quist has predicted that Maxtor's Q4 ASP to be $135. The ASP did fall from Q2Q, but Maxtor had a good mix of 3.4 GB drives which caused their margins to increase.

I agree with your opinion on the Dell/IBM partnership.

Most likely, this partnership will not affect Maxtor since they are a leader in time-to-market and time-to-volume.

I think it is a great buying opportunity.

dave


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News