WDC has earnings out and I don't see where they can be bad for RDRT. They've increased unit shipments from 4.6 million to 5.4 million from the Sept quarter which is a 17.4% increase.
They also had an interesting comment, We made major progress in the second quarter. The 4.3GB/platter WD Caviar drive -- the industry's only drive to ship with the advanced ATA/66 interface capability -- has completed qualification at nine major OEM customers, and unit shipments of this platform will account for the vast majority of our third quarter mix. Our new desktop drives based on the special agreement with IBM -- featuring Giant MR heads and 7200 RPM technology -- have been transferred to Singapore for volume manufacturing and are in qualification at OEMs. As previously announced, we entered into a strategic relationship in December with Sony Corporation, to co-develop a new hard drive for consumer audio-video applications, part of our effort to leverage WD's rotating magnetic storage expertise into non-PC related markets.
Since the 4.3 program is very focused on RDRT heads, this would look very nice, or am I missing something? Also, IBM designed drives are still not a major factor.
Sure seems like we should getting a positive earnings surprise tomorrow, but I guess this is expected. Any word on the whisper number?
WD earnings report. Message 7365064
Regards,
Mark |
