Dec 07, 2023 / 07:00PM GMT
Thomas James O'Malley - Barclays Bank PLC, Research Division - Research Analyst
(technical difficulty)
To Barclays Tech Conference. I'm Tom O'Malley, U.S. semiconductors and semi-cap equipment analyst. Lucky enough to have Seagate here, Gianluca Romano, CFO. Thank you so much for being here.
Gianluca Romano - Seagate Technology Holdings plc - Executive VP & CFO
Thank you, Tom.
Questions and Answers:
Thomas James O'Malley - Barclays Bank PLC, Research Division - Research AnalystIt feels like it's been a blur going into this is correction and then coming out of it. And I think that most companies that are here today would say that they're near the bottom, if not at the bottom and improving. So I want to start off broadly and just ask about your expectations for the nearline recovery versus the last time we spoke at earnings? And what are you seeing in terms of customer inventories and order patterns...?
Gianluca Romano - Seagate