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

To: fiberman who wrote (155)	3/5/1999 10:00:00 AM
From: DavidCG	Read Replies (1) \| Respond to of 467

Fiberman..I don't know why you continue to ignore what DELL officials have to say on the matter. Start rereading some of the posts. And for god sakes man, go to the yahoo board and read Smith Barney's analysis on the matter. Even IBM officials state they won't be nudging in on mxtr's market share on DELL. DELL OFFICIALS STATE that the IBM deal will not affect current suppliers. DELL has no reason to lie to you. If DELL wanted to say all components would be supplied by IBM.. they would. Start reading before complaining. You might just learn something! I can't believe only 3 box makers come to your head... ever hear of Gateway? lol -DavidCG

To: fiberman who wrote (155)	3/5/1999 10:11:00 AM
From: Dale Baker	Read Replies (2) \| Respond to of 467

Here are the numbers from the latest S-3: During the year ended December 26, 1998, three customers, Dell, Compaq and IBM, accounted for approximately 26.6%, 12.2% and 14.6%, respectively, of our revenue, and our top ten customers accounted for approximately 72.7% of our revenue. During the fiscal year ended December 27, 1997, two customers, Compaq and Dell, accounted for approximately 20.9% and 10.4%, respectively, of our revenue, and our top ten customers accounted for approximately 60.0% of our revenue.