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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (29325)	3/14/2006 7:18:29 AM
From: sixty2nds	Read Replies (1) \| Respond to of 95616

07:07 WDC Western Digital reaffirms (19.03 ) Co issues reaffirms guidance for Q3 (Mar), sees EPS of $0.36-0.40 vs. $0.39 Reuters Estimates consensus; sees Q3 (Mar) revs of $1.025-1.075 bln vs. $1.06 bln consensus. Co notes that as expected, demand in the desktop hard drive market in the March quarter is reflecting the typical seasonal downtick from the stronger December quarter, price declines have remained within expectations for the quarter. OEM demand and sell-through in the distribution channel are tracking to expectations. The demand outlook for calendar 2006 remains strong in the key markets served by the Company, which include the desktop, mobile, DVR, branded products, and enterprise SATA markets. Weeks of inventory in the distribution channel for the industry and for the Company are within the long-stated manageable range of 4 to 6 weeks. The Company's programs for products incorporating 160 gigabyte per platter and perpendicular magnetic recording technologies continue to progress on plan