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

To: CPAMarty who wrote (6111)	4/22/1999 9:34:00 PM
From: Frodo Baxter	Read Replies (1) \| Respond to of 9256

Hahahahahahahahaha... I love it when a plan comes together. biz.yahoo.com

To: CPAMarty who wrote (6111)	4/23/1999 12:46:00 AM
From: Stitch	Read Replies (2) \| Respond to of 9256

Hi Guys, Marty; <<Although we expect to remain profitable, the greater-than-anticipated price declines we are now seeing will put significant downward pressure on our earnings in the second quarter relative to what we just achieved. "WDC said basically the same (pricing will hurt the June qtr)" What they aren't telling you in their CCs is that Samsung has been disqualified at virtually all their OEM due to a problem with something called stiction-friction. There has been some resulting channel stuffing at incredible prices. What I can't figure is why that should have that much affect on asp if most drives are shipped OEM. Further, I would like to know what SEGs new distribution program will do to Sasung's efforts to sell off into distribution. I hope this is Samsung's DD death knell. I am running guys, (6:40 a.m. flight tomorrow) but will try to stay caught up with the posts. Lots of DD news this week. Best, Stitch

To: CPAMarty who wrote (6111)	4/23/1999 6:52:00 AM
From: Z Analyzer	Respond to of 9256

<< However, i am a little puzzled as to why someone in the MXTR PR department felt the need to put the above quote into their PR on last quarter's results.>> Possibly because it might be of interest to shareholders and possibly because its what they were going to tell all the analysts in the conf call. Would you rather find out in an earnings warning 2 months from now or have to wait for the analysts to get around to telling you after telling all their important clients?