As Flood Woes Recede, Sunny Days Lie Ahead for this Drive Giant
March 22, 201218m 51s
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Show Notes
Western Digital Director for Operation & Sales for SEA, Margaret Koh, discusses:
- Supply chain discruption - Ayuthaya;
- Clustering - issues - implications - lessons;
- Inventory - normalisation - prices outlook;
- Competition - solid-state drive makers - market share loss;
- Solid-state drive market - outlook - opportunities;
- Hitachi acquisition - implications - effect;
- Tablet market - "new" market segments;
- Cloud - enterprise segment.
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