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To: Sultan who wrote (7241)	12/4/2003 9:32:25 AM
From: Return to Sender	Respond to of 13403

OT: WDC Western Digital provides preview of CSFB presentation (11.39 ) Co states in an 8-K filing that, in a meetings with analysts on Dec 4 and 5 at the CSFB 2003 Annual Technology Conference, it plans to provide an update on certain current conditions in the hard drive industry. This update will be consistent with the presentation which will be given at the conference on Dec 5. "Specifically, the company will indicate that for both the industry and for the company, overall demand across all geographies and channels is at a level expected in a seasonally strong December quarter. In addition, OEM demand has met expectations and distribution sell-through has improved from slower rates in October. Pricing has been consistent with a balanced supply and demand condition and the industry has not experienced allocation at this point in the quarter. The company will also indicate that December sell-through levels, demand and pricing will determine the outcome of the quarter, and typical seasonal improvement in sell-through is anticipated." the above is from Briefing.com