Western Digital Corp Investor Day Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Aaron Rakers - Wells Fargo Securities, LLC - Analyst : Yeah, thank you. Aaron Rakers at Wells Fargo. I appreciate all the detail. I guess the first question, Wissam, I want to go to you. And yesterday, your SanDisk presented and they talked about the inputs of the P&L for the fiscal third quarter. I'm curious, can you give us an update on how we're thinking about stand-alone Western Digital and maybe walk us through some of the inputs there, if it's revenue, if it's gross margin assumptions, anything you're able to share? And then I'll ask my second question right away. When I think about your growth rate that you outlined in your long-term model, and I juxtapose that relative to the nearline capacity ship CAGR you're talking about, to me, it just looks optically as maybe conservative, maybe you can tether in that discussion of how you see ASP trends in that scenario in assuming your revenue growth when we look at that capacity ship number and now close to 90% of your business being driven by that nearline cloud business? Thank you.