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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: JMD who wrote (16182)	10/28/2000 12:56:29 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 60323

Mike, apologies for my "dislexia", yes I meant "Days sales outstanding". (receivable $131 MM product revenues $151 MM, or 80 DSO). Typically, a business like this should be run at DSO of under 58 days. Of course, it is quite possible that since SNDK is awash with cash, management does not pay crucial attention to cash management and reduction of working capital. If that is the case, it is still a "red flag". It is tough to believe however, since they are doing a relatively good job in managing their inventories . Zeev

To: JMD who wrote (16182)	10/28/2000 1:05:35 PM
From: TREND1	Read Replies (1) \| Respond to of 60323

JMD I don't think SNDK is "channel stuffing" from an Earnings point of view. Why ? Based on what CEO of LEXR stated in cc, "LEXR doesn't record sales until items are sold". I could not listen to SNDK cc replay (they didn't have any) but let's assume SNDK doesn't record earnings until sales take place either. By the way, now showing "RED BOXES" vs Year-to-Year % Gains on my web site. It shows clearly that increasing earnings estimates are requires to keep %gains in stock prices coming. geocities.com Larry Dudash