WDC/Sandisk Corporation Message Board

STOCKTALK

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 179.56

+0.7%

9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (18814)	1/30/2001 7:18:10 AM
From: Steve 667	Read Replies (1) of 60323

Zeev, Since the last quarter includes at least the last two weeks before January first, I would not be surprised to see that a lot of this inventory actually got sold but not reported yet as revenues by SNDK.I would say that 2/3 of the increase (about $18 MM) is such shelves inventories. This would not account for a $35 million shortfall!!! Consider that the 4th quarter also includes the last two weeks of the 3rd quarter that was not reported in Q3. So all this means is each quarter reporting is just shifted two weeks. insignificant! Steve 667

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next