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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

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Dec 5 4:00 PM EST

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To: Sam who wrote (83560)	6/27/2019 7:26:52 PM
From: Elroy	Read Replies (1) of 95530

Western Digital continues to assess the impact of this event. The company currently expects the incident will result in a reduction of Western Digital’s flash wafer availability of approximately 6 exabytes Since inventories were so high coming into the June Q, it would seem like they should be able to have a 2 week power outtage with almost zero affect on sales, and just have reduced inventories going forward. No?

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