WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 150.99

+8.6%

3:59 PM EST

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To: Art Bechhoefer who wrote (20126)	4/19/2001 12:34:24 AM
From: Michael Kim	of 60323

Random cc comments: Eli sounded frustrated with whatever ongoing licensing negotiations he referred to - TDK perhaps? "Fish or cut bait" was his exact phrase... Eli also indicated that they did not accept returned inventory from everybody, so obviously some customers got stuck with their order despite wanting to return it. Whether these were OEMs or retailers this makes the demand situation sound even worse to me...demand has fallen and it can't get up. Avg. CF capacity was around 20 mb? I thought we were moving out of the low capacity OEM biz, I would've expected this number to be much higher. Art - heard you on the cc...pretty cool, Eli even recognized your name! We haven't heard from Aus since Saturday...I'd appreciate your thoughts on this Q, Aus. I personally feel more encouraged by the Fed action today than from the "Eli and Frank" show...(cc webcast, cc replay and new co. website are all big improvements!)

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