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Technology Stocks : Western Digital (WDC)
WDC 221.51-0.3%Jan 16 9:30 AM EST
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To: Sarmad Y. Hermiz who wrote (10676)7/26/2003 3:21:17 AM
From: Sam Citron  Read Replies (1) of 11057
 
In edit mode, I relistened to cc yet again and it sounds like the 50% of internal demand target was part of the model to make the acquisition accretive to earnings by Sept Q 04. [cc 34:25-34:45]

So there's nothing sacrosanct about the 50% number. They want better control of their destiny by having some captive capacity in this important technology. But they don't seek 100%.
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