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Technology Stocks : WDC/Sandisk Corporation
WDC 187.88+0.1%3:59 PM EST
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To: Steve 667 who wrote (18793)1/29/2001 4:06:27 PM
From: Ausdauer   of 60323
 
Steve,

I see what you are getting at.

Failure to renew an order would effect Q1 2001 not Q4 2000.
Is it order cancellations that are the problem?

Maybe someone cancelled an order late in the quarter that was completely unexpected?
Maybe Kodak or another OEM was double ordering all along, so the sting smarts twice as much.

Just guessing.

Aus
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