WESTERN DIGITAL CORPORATION INVESTOR INFORMATION SUMMARY Q2 FY2004

(All $ amounts in millions)


  Q2 FY03 Q3 FY03 Q4 FY03 Q1 FY04 Q2 FY04
REVENUE: $749 $706 $680 $714 $835
REVENUE BY CHANNEL:          
OEM 53% 53% 52% 53% 51%
DISTRIBUTORS 39% 39% 41% 40% 43%
RETAIL 8% 8% 7% 7% 6%
REVENUE BY GEOGRAPHY:          
AMERICAS 50% 48% 46% 38% 41%
EUROPE 31% 31% 26% 30% 31%
ASIA 19% 21% 28% 32% 28%
REVENUE CONCENTRATION:          
10 LARGEST CUSTOMERS 58% 55% 57% 53% 56%
HARD DRIVE UNITS (in millions): 10.3 10.3 10.5 11.3 12.7
WORLDWIDE HEADCOUNT: 10,829 10,958 11,508 15,559 16,784
ASSET MANAGEMENT:          
DAYS SALES OUTSTANDING 30 25 33 42 39
INVENTORY DETAIL:          
  RAW MATERIALS $14 $13 $12 $10 $19
  WORK IN PROCESS $19 $17 $20 $51 $58
  FINISHED GOODS $73 $81 $66 $62 $79
TOTAL INVENTORY, NET $106 $111 $98 $123 $156
INVENTORY TURNS  23  21  24  20  18