Silicon Investor (SI) -- The First Internet Community

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 : Western Digital (WDC) -- Ignore unavailable to you. Want to Upgrade?

To: Sam Citron who wrote (10720)	8/26/2003 3:13:58 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 11057

That the startup of the Fremont fab has gone very well. That they've already received parts from the Thailand plant. And that the startup costs will be approx 5c reduction of Sept Q earnings ($10m), but that WD will still make the guidance profit of 22c, including RR. And that the longterm savings will be in excess of $50m/yr. And if they venture into how the Q is going, then add to that that inventories are very tight, and selling prices have not dropped.