Disk Drive Sector Discussion Forum Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Disk Drive Sector Discussion Forum

WDC 239.15

+7.3%

10:52 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Stitch who wrote (4716)	10/14/1998 4:44:00 PM
From: Mark Oliver	Read Replies (2) of 9256

Don't know if you make the call from KL to here the SEG conference calls or not, so here are some notes. Just listened to the conference call and it left me confused. They had points that were positive, but the call lended little to go on that better times are coming. They are looking at cost reduction as the key to salvation. They are hoping to shorten time to market with new products (still playing catch up). Lots of good things said about Cheetah, but I'm a bit confused where they are succeeding otherwise. Basic statistics: - Gross margins are up 20.7 Vs 18.9 last q and 15.9 last year. - Units shipped 85% over 4.5 gig - Revenues 627 low end 765 high end - 63% OEM, 37% dist. - 50% sales to North America, 35% Europe, 15% Asia - 461 total inventory with 10.7 day turns and 45 days DSO. - Outsourcing 14% heads Vs 7% last quarter (not sure it was 7%) 19% media Vs 16% Seems like a big increase in heads. Any chance that these are for high end? Cheetha suppose to be constrained by components? Outsourced components? - Strongest demand product seems to be Cheetah which is capacity constrained due to component supply. 28% sequential growth over last q and qualifying into many new platforms seeing much wider acceptance than planned. Anybody know who supplies the components in question? - Cuda 9 approved at more OEMs. Cuda 18/36 progressing in qualification. - New tape format planned for q499, hope to have a demo for COMDEX - Hope to announce a product shortly to close the gap with Maxtor. Does this mean anything special to you? These are my notes and they went very fast, so I hope they are correct. Regards, Mark

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next