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

To: JesseK who wrote (16548)	11/12/2000 9:34:58 AM
From: orkrious	Read Replies (1) \| Respond to of 60323

DSO increased over 18 days from 52.9 to 71.1 days QoQ as the company received late shipments of wafers from UMC and consequently fell behind in billing the finished product. Jesse, this doesn't make sense. Billing finished product doesn't affect DSO. DSO is a computation of sales actually billed versus A/R. Merrill's analysis is faulty and doesn't include SNDK's comment about what DSO's were (58 days). Jay

To: JesseK who wrote (16548)	11/12/2000 12:07:00 PM
From: Ausdauer	Read Replies (2) \| Respond to of 60323

Barron's has a CompactFlash enabled device on the cover this week! zdnet.com Have we finally arrived? In any case, this device is sold out. shopper.cnet.com Seems like the 5 million current Palm users will be getting a taste of color LCD's. Look for Palm to up the ante soon, as Handspring has already entered the fray. handspring.com Well, Microsoft Pocket PC still has its detractors... "The Microsoft-fueled gadgets are fun to have around, but too expensive and feature-heavy to pose a present danger to the Palm." Aus