Disk Drive Sector Discussion Forum Message Board

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Technology Stocks : Disk Drive Sector Discussion Forum

WDC 152.14

-3.7%

3:16 PM EST

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To: Mark O. Halverson who wrote (9221)	11/29/2005 6:11:01 AM
From: sixty2nds	Read Replies (1) of 9256

18:13 WDC Western Digital sees Q2 EPS of $0.36-$0.39 ex-items, vs $0.33 consensus; sees revs $1.04-$1.075 bln, vs $1.06 bln consensus "Demand is seasonally strong for desktop, notebook, ESATA, retail, and PVR/DVR hard drives and as is typical, unit shipment levels have been relatively linear. Pricing in all segments of its business has been better than expected and the Company has continued to make improvements in manufacturing cost efficiencies, leading to better than expected gross margin performance. Even with improved results, the Company still anticipates a substantial reduction of its total inventories by quarter's end from levels at the outset of the quarter. Currently, weeks of inventory in the distribution channel are within the manageable range of four to six weeks for the Company and for the industry..."

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