Exhibit 99.2
WESTERN DIGITAL CORPORATION
INVESTOR INFORMATION SUMMARY
Q2 FY2002 (ALL $ AMOUNTS IN MILLIONS)
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Q2 FY01 Q3 FY01 Q4 FY01 Q1 FY02 Q2 FY02
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REVENUE: $562 $512 $456 $441 $575
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REVENUE BY CHANNEL:
OEM 58% 55% 54% 62% 62%
RESELLER 42% 45% 46% 38% 38%
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REVENUE BY GEOGRAPHY:
NORTH AMERICA 57% 60% 60% 56% 54%
EUROPE 31% 26% 25% 30% 38%
ASIA 12% 14% 15% 14% 8%
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REVENUE CONCENTRATION:
10 LARGEST CUSTOMERS 57% 62% 60% 55% 60%
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HARD DRIVES UNITS (MILLIONS): 6.1 5.8 5.3 5.4 7.7
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WORLDWIDE HEADCOUNT: 8,200 8,005 7,909 7,852 7,819
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ASSET MANAGEMENT
DSOs--AVERAGE 28 23 26 44 35
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INVENTORY DETAIL:
TOTAL
RAW $8 $8 $22 $10 $4
WIP $14 $12 $9 $27 $13
FINISHED GOODS $58 $66 $48 $40 $79
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TOTAL INVENTORY, NET $80 $85 $79 $76 $96
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INVENTORY TURNS 25 21 21 20 21
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Note: The prior year results have been restated to reflect the adoption of SAB
101 and the reclassification of Connex and SANavigator results as
discontinued operations.