WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 253.19

+5.1%

11:59 AM EST

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To: The Prophet who wrote (16354)	11/1/2000 4:01:42 AM
From: Zeev Hed	Read Replies (1) of 60323

Aus did a first cut calculation that there are at any time about $12 MM (at retail prices) products on the shelves, since the product is carried in inventory at cost, that value should be only $8 MM, but I would guess that he erred on the low side. Accordingly, even if there are $20 MM in products on the shelves at any time, the inventory of $67 MM is quite quite acceptable for the selling rate of $150 MM per quarter. I do not see in the inventory figures any problem (maybe even signs of "tightness", it is possibly too low). Zeev

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