Friday, April 26, 2013

wdc 1Q13

   “Strong execution by our HGST and WD subsidiaries drove outstanding results in the March quarter as we continue to capitalize on the secular growth of digital data,” said Steve Milligan, president and chief executive officer. “Overall industry demand was in line with our expectations. In our business, we saw strength in enterprise, stable performance in client and consumer electronics, and some anticipated seasonal softness in Branded Products.” 

UPDATE 1-Western Digital forecasts strong revenue on internet storage demand 저장장치 시장 hdd업황

wdc의 실적은 매우 평범해 보이지만, 낮은 기대수준을 뛰어넘었다.
pc시장이 두자리수로 감소해도 hdd 시장이 줄지 않고 있다.
stx의 실적도 대동소이할 것으로 본다.