WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 181.54

+1.1%

Dec 26 9:30 AM EST

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To: Road Walker who wrote (18779)	1/30/2001 7:45:36 AM
From: Steve 667	Read Replies (1) of 60323

John, I just ran into this post from after the Q3 CC: Message 14679749 I cannot fathom SNDK stuffing the channel. Like last Q, Eli again said in the CC that they could sell far more than they can make (I don't remember the exact %, for some reason 40% sounds right). There is better balance between supply and demand though. There is now a two month time lag between ordering and shipping. This was higher in past quarters. In response to an analyst question, Eli specifically said that he does not see this two month time lag improving any time soon. This would indicate that SNDK was still 2 months behind just trying to fill existing orders!!! And Eli didn't see that changing! The mystery continues!!!! Take a look at this post by Jay Dreifus: Message 14681757 Take a look at the sequential growth percentage column! Notice that SNDK has not had a sequential growth percentage increase less than 5 % since Q3 of 1998! So far I have read a lot of rationalizing from the posters here but nothing that really explains this sudden disappearance of product sales growth. A slowing to 18% or 19% can be explained by some of the possible explanations that some of you have posted. BUT NOT A SLOWING TO 2% !!!!! THE MYSTERY IS AFOOT! Steve 667 Something is wrong....Something is VERY VERY WRONG!

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