June 16, 2005 1 Is it different this time? Naveen Bobba Bear Stearns & Co (212) 272-4237 BEAR STEARNS.

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Presentation transcript:

June 16, Is it different this time? Naveen Bobba Bear Stearns & Co (212) BEAR STEARNS

June 16, Cyclical Profit Swings

June 16, Cyclical Profit Swings

June 16, Lose / Gain The Formula

June 16, Commodity

June 16, Commodity

June 16, Commodity

June 16, Commodity

June 16, Commodity Dell: All else equal, about $300 million in higher revenues gets a $0.01 upside. –Seagate: In March qtr. 2005, $115 million in revenue upside let to EPS $0.14 higher than initial targets. Does Anybody have a competitive advantage?

June 16, Intel - AMD

June 16, Maxtor, Seagate, Western Digital

June 16, Maxtor, Seagate, Western Digital Is it in Seagate’s interest for the industry to be healthy? Can you kill one of the hard drive companies?

June 16, Things that matter…or do they really? Vertical Integration

June 16, Is it different?