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 290.23

+7.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dave who wrote (27104)	12/7/2004 10:43:24 AM
From: Pam	Read Replies (1) of 60323

Hi Dave, I would agree with what you said about the inventory and we have to monitor it closely in the coming quarter because sales for 3Q04 were 408mm and 3Q03 were at 281mm where as inventory levels at 3Q03 were at 95mm and 3Q04 were at 181mm. So while the sales yoy grew by 45% inventory grew by 90.5% Two caveats though- 1. The above Sales numbers includes Lic/Roy numbers. One should remove that and compare the sales (I was lazy to do that). 2. This time last year, NAND supplies were tight and for some products prices were even increasing a bit vs. oversupply right now. -Pam

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next