Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (16229)	10/29/2000 12:31:18 PM
From: limtex	Read Replies (1) \| Respond to of 60323

Zeev - Wrong yet again. You are confusing cash and receivables and you need the sales, collections and terms for July, August and September. To make the statements that you are making you need those numbers. Do you have them? Great turn of phrase you have there Zeev, " the increase in sales was only $30". Well I suppose it was only $30m but it was the largest increase in sales that SNDK has ever had. You may have noticed that there was a collapse of the NASDAQ in Mar/Apr/May and it might just be that retailers were a bit nervous about buying in succeeding months. Didn't I hear Eli talking about relatively large sales to the handest manufacturers. I thought that was a growing part of the business. Wasn't NOK and other majors included in new ( costomers)? When did their buying ramp up? TTThey are goign through a transition to higher capacity memories in their handests which is only just beginning. Is it possible that they might have longer terms as large companies often do? Is it possible that their sales got going in September rather than earlier? BTW I didn't know that SSTI sold products to the retail market the same way that SNDK does. L