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

To: Sam who wrote (6036)	4/9/1999 11:14:00 PM
From: Yogi - Paul	Respond to of 9256

Sam, Compaq was 14% of WDC revenues in 1998. Paul

To: Sam who wrote (6036)	4/9/1999 11:17:00 PM
From: Frodo Baxter	Read Replies (1) \| Respond to of 9256

Since CPQ is the top OEM, they also happen to be the top customer for SEG QNTM WDC. Interestingly, DELL is the top customer for MXTR, mostly because they qual MXTR's first-to-market products quickest. Regarding CPQ's miss. Don't forget that when the market is flat and not growing, there's always some share-swapping. CPQ has come up empty the past two years. But if it wasn't them, it would have been someone else. As for IBM-WDC. The way I think of it, WDC has become IBM's MKE... except they have to buy their heads from the equivalent of MKQC, as it were. BTW, WDC still needs to float $40 million in stock to pay off IBM. Check it out: sec.gov Also, WDC has said a) revenue down, unit down; b) take charge for merging desktop and enterprise drives; c) take charge for Komag deal. Does anybody even give a damn that they also said d) they won't miss earnings (more accurately, the lack thereof)?

To: Sam who wrote (6036)	4/11/1999 1:18:00 AM
From: KevinThompson	Read Replies (1) \| Respond to of 9256

Does anybody know what percentage Compaq is of Quantum's revenues. Just how big of a deal is the CPQ warning for QNTM's stock price? IT seems pitifully undervalued now as it is. Would you expect QNTM to be trounced for CPQ's warning or barely touched? As I posted in the QNTM thread, I was suspicious that some selling might have already been triggered during the day Friday before the warning. Suspicious because something sure seems to have bitten SEG on Friday. A lot worse than for QNTM. Perhaps the bad news has already been accounted for? Thanks, KT