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Technology Stocks : WDC/Sandisk Corporation
WDC 152.00-0.6%1:03 PM EST

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To: Zeev Hed who wrote (16214)10/29/2000 9:56:11 AM
From: orkrious  Read Replies (1) of 60323
 
how do we explain the increase of AR by $50 MM in the last quarter when product revenues increased by only $30 MM?

As a follow up to my last post, maybe it's because of all of the capacity that came on line in the second half of the quarter:

Availability of Flash memory from the three fabs at UMC and from our partnership with Toshiba improved significantly in the second half of the quarter.
biz.yahoo.com

An extra large OEM shipment probably went out in the last half of the quarter.

I am sending an email to IR. Hopefully, we will get this answered quickly.
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