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


To: Frodo Baxter who wrote (6251)5/7/1999 8:51:00 AM
From: Sam  Read Replies (1) | Respond to of 9256
 
LK,
<<Looks like Quantum tried to pass through a price increase in distribution last week. Nobody bit, and they returned the pricing to normal. According to tit for tat theory, the next move is to unleash a price war as punishment.>>

This is an amazing statement to me. Where do you see it? Indeed, how do you look for it? They just spoke in the CC about ASPs falling in the low double digits for the foreseeable future. In that kind of environment, are they going to try to increase prices?



To: Frodo Baxter who wrote (6251)5/8/1999 5:17:00 AM
From: Stitch  Read Replies (2) | Respond to of 9256
 
Lawrence;

<<On another note, looks like Quantum tried to pass through a price increase in distribution last week. >>

Odd tactic considering storys of faster then normal price erosion.

Best,
Stitch