WESTERN DIGITAL CORPORATION INVESTOR INFORMATION SUMMARY Q3 FY2004

(All $ amounts in millions)


  Q3 FY03 Q4 FY03 Q1 FY04 Q2 FY04 Q3 FY04
REVENUE: $706 $680 $714 $835 $749
REVENUE BY CHANNEL:          
OEM 53% 52% 53% 51% 49%
DISTRIBUTORS 39% 41% 40% 43% 43%
RETAIL 8% 7% 7% 6% 8%
REVENUE BY GEOGRAPHY:          
AMERICAS 48% 46% 38% 41% 42%
EUROPE 31% 26% 30% 31% 30%
ASIA 21% 28% 32% 28% 28%
REVENUE CONCENTRATION:          
10 LARGEST CUSTOMERS 55% 57% 53% 56% 51%
HARD DRIVE UNITS (in millions): 10.3 10.5 11.3 12.7 11.8
WORLDWIDE HEADCOUNT: 10,958 11,508 15,559 16,843 17,162
ASSET MANAGEMENT:          
DAYS SALES OUTSTANDING 25 33 42 39 37
INVENTORY DETAIL:          
  RAW MATERIALS $13 $12 $10 $19 $9
  WORK IN PROCESS $17 $20 $51 $58 $67
  FINISHED GOODS $81 $66 $62 $79 $73
TOTAL INVENTORY, NET $111 $98 $123 $156 $149
INVENTORY TURNS 21 24 20 18 17