WESTERN DIGITAL CORPORATION INVESTOR INFORMATION SUMMARY Q4 FY2004

(All $ amounts in millions)


  Q4 FY03 Q1 FY04 Q2 FY04 Q3 FY04 Q4 FY04
REVENUE: $680 $714 $835 $749 $749
REVENUE BY CHANNEL:          
OEM 52% 53% 51% 49% 53%
DISTRIBUTORS 41% 40% 43% 43% 41%
RETAIL 7% 7% 6% 8% 6%
REVENUE BY GEOGRAPHY:          
AMERICAS 46% 38% 41% 42% 44%
EUROPE 26% 30% 31% 30% 27%
ASIA 28% 32% 28% 28% 29%
REVENUE CONCENTRATION:          
10 LARGEST CUSTOMERS 57% 53% 56% 51% 54%
HARD DRIVE UNITS (in millions): 10.5 11.3 12.7 11.8 12.5
WORLDWIDE HEADCOUNT: 11,508 15,559 16,843 17,162 17,328
ASSET MANAGEMENT:          
DAYS SALES OUTSTANDING 33 42 39 37 38
INVENTORY DETAIL:          
  RAW MATERIALS $12 $10 $19 $9 $26
  WORK IN PROCESS $20 $51 $58 $67 $52
  FINISHED GOODS $66 $62 $79 $73 $71
TOTAL INVENTORY, NET $98 $123 $156 $149 $149
INVENTORY TURNS 24 20 18 17 17