WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 153.96

+0.7%

3:59 PM EST

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To: Zeev Hed who wrote (16201)	10/28/2000 4:18:01 PM
From: orkrious	Read Replies (2) of 60323

Zeev, I assume you are correct (you usually are <G>). I cannot fathom SNDK stuffing the channel. Like last Q, Eli again said in the CC that they could sell far more than they can make (I don't remember the exact %, for some reason 40% sounds right). There is better balance between supply and demand though. There is now a two month time lag between ordering and shipping. This was higher in past quarters. In response to an analyst question, Eli specifically said that he does not see this two month time lag improving any time soon. Jay

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