Hey Mr. CFA and Chief Corporate Apologist, you are the one that needs to listen to the CC.
WDC's margins were ESTIMATED at 16% without RDRT in the September quarter. Even at 16% these margins were sequentially lower than the 16.4% and 17.3% margins recorded in the preceeding June and March quarters!!!!
Also WDC EXITED SEPTEMBER with 60% of ships at 80 GB, the total percentage of 80 GB ships during the quarter was far less!!!!!
Since you believe the FEDS are involved please tell us again which customer of Alps had the yield issue last quarter????