Interesting it was only Sivaram and CFO present.
"The 18 terabyte product that is going out this December will use a variant of the MAMR technology."- Siva Sivaram. What does 'a variant of the MAMR' mean? Either it's microwave or not.
"So that the 18, 20, 16 that family is one qual." - Siva Sivaram. That implies 16 is conventional PMR with 9 platters (i.e. what STX and Toshiba currently ships)- hedging their bets against 'MAMR variant' before it even ships?
Expect "mid-30% margin" on HDD and "40% margin" on SSD (up from the current 15%). Seems like a stretch.
It was refreshing to hear a leader able to talk about technology. Unfortunately, it wasn't very convincing.