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

To: TREND1 who wrote (16186)	10/28/2000 1:16:55 PM
From: JMD	Read Replies (1) \| Respond to of 60323

Larry, re: "but let's assume SNDK doesn't record earnings until sales take place either." Of course you're right that IF SNDK's accounting policy doesn't recognize a sale until and unless it's a sale to an END USER, that would go a long way to reduce--but not eliminate--the concern. As I'm sure you know, the concern is not eliminated because they're either awfully lax about collecting their AR's, or they simply don't have a strong hand in dealing with their wholesalers which is in turn a reflection of tepid demand at the consumer level. You think Sony is letting their wholesale channels take two months to pay for Playstations? Hell, they probably demanded cash up front. best, mike doyle