WESTERN DIGITAL CORPORATION INVESTOR INFORMATION SUMMARY Q1 FY2004

(All $ amounts in millions)


  Q1 FY03 Q2 FY03 Q3 FY03 Q4 FY03 Q1 FY04
REVENUE: $583 $749 $706 $680 $714
REVENUE BY CHANNEL:          
OEM 52% 53% 53% 52% 53%
DISTRIBUTORS 41% 39% 39% 41% 40%
RETAIL 7% 8% 8% 7% 7%
REVENUE BY GEOGRAPHY:          
AMERICAS 48% 50% 48% 46% 38%
EUROPE 33% 31% 31% 26% 30%
ASIA 19% 19% 21% 28% 32%
REVENUE CONCENTRATION:          
10 LARGEST CUSTOMERS 55% 58% 55% 57% 53%
HARD DRIVE UNITS (in millions): 8.6 10.3 10.3 10.5 11.3
WORLDWIDE HEADCOUNT: 10,003 10,829 10,958 11,508 15,559
ASSET MANAGEMENT:          
DAYS SALES OUTSTANDING 36 30 25 33 42
INVENTORY DETAIL:          
  RAW MATERIALS $7 $14 $13 $12 $10
  WORK IN PROCESS $17 $19 $17 $20 $51
  FINISHED GOODS $68 $73 $81 $66 $62
TOTAL INVENTORY, NET $92 $106 $111 $98 $123
 INVENTORY TURNS  22  23  21  24  20