WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 187.88

+0.1%

Jan 5 3:59 PM EST

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To: Steve 667 who wrote (18802)	1/29/2001 5:00:09 PM
From: Reseller	of 60323

The hard part of the mystery is the magnitude of the "slow in OEM sales Just a thought about what could have happened to OEM sales..... would be that they over ordered in the happenstance that there was a shortage, as orders were filled and the prospect of slowing sales increased due to the slowing economy they cut back on the outstanding orders. In the retail trade it is common to over order for product you know is in short supply, you can always back off outstanding orders later...... In any case it would make sense that OEM inventories would be held to a minimum and any change in the economic outlook would create another shortage. Regards Reseller

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