WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 181.38

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1:59 PM EST

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To: Steve 667 who wrote (18793)	1/29/2001 3:42:57 PM
From: Road Walker	Read Replies (3) of 60323

Steve, re: "Something is rotten in Denmark! What is wrong with this picture? So I take it that customers can now call up SNDK and get orders filled the same days because there are $34 million dollars worth of flash cards just sitting around the SNDK warehouse collecting dust! Am I the only one here?" I've said from there start that things didn't appear to add up. Are you suggesting that SanDisk could have a manufacturing capacity problem? That they had the orders but couldn't ship, and used the marketplace as an excuse? That doesn't fit with the inventory numbers. Or are you suggesting that they pumped up the expectations beyond reality? What are you suggesting? John

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