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


To: bundashus who wrote (9188)4/28/1998 6:46:00 AM
From: shane forbes  Read Replies (1) | Respond to of 11057
 
WDC c. call continued:

(2) Some numbers:

Revenues 831 mil.
Loss of 51c per share

5.2 mil. drives shipped

GM 4.4%

40% MR this q

64% OEM sales, 36% reseller (as transition continues expects OEM inc.)

57% US, 33% Europe, 10% Asia Pacific

Top ten customers about 48%, Compaq only one > 10%

Cap. ex - 56 mil this q, expects 50 mil or less next q

Got a tax benefit of 13.7 mil. this q but zippo next q

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more later...

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shane.