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Technology Stocks : WDC/Sandisk Corporation

WDC 236.39

-2.8%

Jan 23 9:30 AM EST

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To: Road Walker who wrote (18546)	1/25/2001 9:54:49 AM
From: Art Bechhoefer	Read Replies (2) of 60323

John, one of the facts mentioned at the cc was that new bookings (for OEM) were down 25 percent. Thus, lower sales for the first quarter, and possible Q2 of 2001, will reflect, as Eli noted, the need to adjust inventories. But this doesn't mean that camera sales are turning down; merely that camera sales were increasing less than expected. Note also that if other card manufacturers reduce prices and thereby gain sales in total units, SNDK is likely to get more, not less royalties. I can't remember if SNDK receives payment for OEM sales at the time the product is shipped or after the OEM ships its products to retailers. If the latter, then the delay in accounting for the sales would improve the results for the first quarter 2001. Does anyone know what the practice is in recording sales to OEM? There was some discussion on this much earlier. Art

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