WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 155.64

-2.7%

3:59 PM EST

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To: Dave Gore who wrote (18481)	1/24/2001 8:50:56 PM
From: Zeev Hed	Read Replies (2) of 60323

There are about $4.4 MM extra royaltiues (relative to last quarter) 5.5 cents per share differential. There is another additional 1.5 MM improvement due to better margins, but that is "cancelled" out by higher overhead. I am not sure why everyone is surprised here. At the end of the last quarter we ad a big argument here about SNDK DSO which increased markedly, and it was then suggested that this alone will impact this quarter, simply because such increase on DSO is often a sign of "stuffing the channels", either literally, or by shipping a lot in the last two weeks of the quarter to nmake the quarter. This coupled with a less than stellar Christmas season, which affected many companies relying on that season, yielded these results. Zeev

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