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Technology Stocks : WDC/Sandisk Corporation

WDC 200.46

+6.8%

Jan 9 9:30 AM EST

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From: Dave	1/27/2005 6:55:51 PM
	Read Replies (2) of 60323

Did SNDK explain why the huge jump in the foundry losses this Quarter? Part of the reason why Product Gross Margins jumped from around 29% in the 3rd Quarter to 32% in the 4th Quarter appears (from the financial statements) that their JV was selling SNDK wafers at a loss. If you add that loss to Cost of Product, Product Gross Margins are around 29.7%. This quarter, there was a tremendous increase in the loss attributed to the JV. During the CC, did SNDK discuss this? One trend that is somewhat interesting is inventory turns -- they are declining.

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