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Strategies & Market Trends : Galapagos Islands
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To: bramble88 who wrote (11614)11/6/2002 6:55:43 PM
From: Zeev Hed  Read Replies (1) of 57110
 
They keep accounting in their 10Q how they have "left" from that write off, for few quarters now. You can see an inkling here:

biz.yahoo.com

Go to the two P&L statements, and look at the COGS a $290MM which they call (see notes) "Excess inventory benefits..."., the current quarter is not yet audited, but my guess is that this figure will be around $400 MM or so.

I hope this helps.

Zeev
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