Western Digital Corp at Goldman Sachs Technology & Internet Conference Transcript

Feb 12, 2020

Feb 11, 2020 / 07:00PM GMT
Mark Trevor Delaney - Goldman Sachs Group Inc., Research Division - Equity Analyst

Okay. Great. My name is Mark Delaney, and I cover Western Digital for Goldman Sachs. I'm very pleased today to have with us Mike Cordano, the President and COO of Western Digital; and Bob Eulau, the CFO. As quick background, Western Digital designs and manufactures memory and hard drive devices and solutions, roughly 50% of revenue coming from flash and from hard disk drives, annual revenue of roughly $17 billion.

Questions and Answers:

Mark Trevor Delaney - Goldman Sachs Group Inc., Research Division - Equity Analyst

Maybe I thought, to start, we could cover something that's very topical, the unfortunate health situation that's underway in China. And for either of you, maybe just discuss how does WD play in this business operationally in China given the situation is going on? Is there any impact to business conditions that you can share with us?

Michael D. Cordano - Western Digital Corporation - President & COO

Yes. So first

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