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Technology Stocks : WDC/Sandisk Corporation

WDC 169.81

+0.5%

Dec 8 3:59 PM EST

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To: TREND1 who wrote (16223)	10/29/2000 11:28:26 AM
From: Zeev Hed	of 60323

Larry, that is an excellent idea, but split the SMH into two groups, the semi-equip, which should have a DSO of around 75 or so (because a lot of shipments take a long time to be installed debugged and fully accepted), and the chips, in which title is transferred upon "shipment". Zeev

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