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Datalink Corporation Message Board

  • sick_ofthe_system sick_ofthe_system Nov 18, 2011 12:01 PM Flag

    vloume of selloff troubling

    that ssid, I added more shares yesterday. Earnings and guidance were good. Wish I knew who is selling and if they know something we don't. Anyone have an idea what could be causing this-it's not like there is huge options out on this.

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    • I'm thinking that some of this is in sympathy with NTAP, and concern about the potential shortage of disk drives due to the flooding in Thailand.

      NTAP is saying that their current quarter will probably not be affected by the disk drive issues, due to the fact that most drives for Q4 production and shipment have already been delivered or are in the pipeline. They said that higher disk prices in Q1 could be an issue.

      I suspect that the same issue is true for DTLK. Could there be an impact on Q1 hardware installations or a cut in gross margins? It depends on how quickly the manufacturers come back online.

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