WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 178.23

+0.8%

Dec 23 3:59 PM EST

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To: Win-Lose-Draw who wrote (18824)	1/30/2001 4:55:50 PM
From: Zeev Hed	Read Replies (4) of 60323

Win, I think you are not taking into account the way SNDK accounts for revenues of retail sales, they do not recognize these as sales until the retailer actually sold the product to final demand. Thus, as long as the retailer did not report the sale to SNDK, it is SNDK's inventory. I doubt SNDK shipped all the Christmas goods during the end of the last quarter since there was no bulge in inventory then, they must have shipped these during the last quarter and a big chunk (the last 2 to 4 weeks of the last quarter) of that is not yet recognized by SNDK as revenues, and thus the big bulge in inventories (or at least, a big chunk of that bulge). Zeev

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