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Technology Stocks : WDC/Sandisk Corporation
WDC 201.25+7.1%9:55 AM EST

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To: DukeCrow who wrote (13196)7/21/2000 10:11:46 AM
From: Ausdauer   of 60323
 
Ali,

Product Shortfalls

In addition to conditions in Asia in 1998 also recall we had a write-off of unsold (outdated) inventory. Clearly Eli and his team were waiting for confirmation of demand before embarking on a build out.

As you say, hindsight has 20-20 vision.

Aus
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