|It looks like a great report at first glance!|
Annual sales were up 1%.
In the current goldilocks environment, how is this a great report?
I compare to SIMO's Q2, which was up ~65% over last year, and up 20% sequentially, and SIMO's 2021 sales will be up more than 70% over last year.....why are the WDC numbers anything even interesting?
Gross margins are 33% non-Gaap. Is that great?
Operating cash flow was $1.9 billion for the fiscal year. What was Cap Ex?
Sales are forecast to go up about 4% next quarter. Next quarter is the big daddy Q3. Is that up 4% great?
Is WDC gaining share on competition, or what's the great story?