Question-and-Answer Session
Operator
(Operator Instructions) Our first question comes from Steven Fox with CSLA. Your line is open.
Steven Fox - CSLA
Good afternoon. A couple of questions on digging into the second half expectations by market, particularly when you look at the external market, how are you calculating or figuring out what the consumer could be doing in terms of external demand through second half? Any insight there would be helpful.
And then secondly, are you assuming that your strength in netbooks continues in the second half of the year?
John Coyne
I think we are being a little cautious in the 3% to 6% overall market guidance and we are not really seeing a lot of differentiation in our expectations relative to market segment. On the consumer side, while consumer has been reasonably strong through the first half of the calendar year, we remain concerned that the overall economic environment and potential impacts of that as we go forward, so I’d have to say approaching our view of the market with a little bit of caution but being positioned to take advantage of opportunities as they arise, just like we did last quarter.
The netbook question, we anticipate that we will continue to see strength both in netbook and in the new CULV thin and light area. And a general comment about PC, both desktop and mobile, seeing a bit of a mix down, which is a typical reaction to recessionary type environment.
Steven Fox - CSLA
Okay, fair enough. And then just as a follow-up, obviously like you said you responded to demand fairly quickly. Are there any bottlenecks that you had in the last quarter or that you are worried about either with you or industry wide for meeting demand in this current quarter that we should be aware of?
John Coyne
Well, I think certainly the level of demand last quarter exceeded industry expectations as well as WD expectations and in order to respond to that, the supply chain responded very rapidly to that up-tick but it did place stresses on the supply chain in general, and so we are running tight in several areas, probably the most notable of those would be glass substrates for the 2.5-inch space, which is the form factor that is showing the most growth. And also typically in these kinds of pull-in situations, you stress the long lead time components, such as semiconductor components.
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