SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC/Sandisk Corporation
WDC 169.31-0.4%12:40 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JesseK who wrote (16548)11/12/2000 9:34:58 AM
From: orkrious  Read Replies (1) of 60323
 
DSO increased over 18 days from
52.9 to 71.1 days QoQ as the company received late
shipments of wafers from UMC and consequently fell
behind in billing the finished product.


Jesse, this doesn't make sense. Billing finished product doesn't affect DSO. DSO is a computation of sales actually billed versus A/R. Merrill's analysis is faulty and doesn't include SNDK's comment about what DSO's were (58 days).

Jay
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext