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To: Zeev Hed who wrote (16193)	10/28/2000 2:00:11 PM
From: TREND1	Respond to of 60323

Zeev Comment about all chip stocks. I feel "chip correction" is almost over. 5 out of 20 SMH chip stocks have already corrected 70% plus from 52 week highs. see table and chart geocities.com Larry Dudash

To: Zeev Hed who wrote (16193)	10/28/2000 2:03:45 PM
From: TREND1	Respond to of 60323

Zeev you wrote ...first it is not a law, but an accounting board recommendation. Second, it was not accepted yet... .............. answer I'll just leave my SNDK stop loss GTC at 43. Have a good weekend. Larry Dudash

To: Zeev Hed who wrote (16193)	10/28/2000 3:42:51 PM
From: orkrious	Read Replies (1) \| Respond to of 60323

After running errands for a few hours, I returned to find 25 posts on the SNDK thread. I thought, wow, I wonder what's happening. It's all a big deal about nothing. I believe SNDK estimates the royalties they are due and books them each Q. This is why Q2 royalties jumped so much over Q1. Royalties had been underaccrued. You folks need to adjust your numbers to reflect this. Using $151M product sales and $114.5M for A/R (actual A/R less the quarterly royalties), your get 68 DSO. If you then figure that sales are growing 20% sequentially, which naturally leads to higher DSO, they are not out of line. Jay Is SI terrible today or is it my ISP?