Presentation Transcripts

Latest Update : Nov.19, 2010

Back to Financial Results (FY3/2011)

Investor Meeting Presentation for 2Q FY 3/2011 held on November 2, 2010

Table of Contents

You are probably most concerned about the HDD market where demand has, in fact, come to a stand still. I'd like to assure you that the HDD market shows enormous growth potential in the medium run. According to recent reports, stock inventories in the HDD market are becoming depleted. Our pivot assembly sales for October exceeded 30 million units even though we had forecasted that the sales volume would not rise above 26 million units. We expect that the sales volume for this month will also exceed 30 million units. While we don't anticipate the demand for HDD to decline as much as has been feared, our projection is based on a rather conservative market forecast.

29page (total 48pages)

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