WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 153.96

+0.7%

Nov 19 3:59 PM EST

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To: JMD who wrote (16219)	10/29/2000 10:46:57 AM
From: Zeev Hed	Read Replies (1) of 60323

Mike, I just looked at recent DSO for SSTI (which had a greater QOQ growth in the last Q), and it is stable at 62, CATS and ATML are at 59 and 47 respectively. I think that the bulge at SNDK is indicative of something unique to SNDK and not the rapid supergrowth in the flash market in general. Frankly, one explanation could be that the "channel s" demanded concessions on payments terms and got them. That is not a healthy sign, IMHO. Zeev

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