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To: Ausdauer who wrote (18666)	1/26/2001 1:13:16 PM
From: Road Walker	Respond to of 60323

Aus, re: "I am not sure of the dynamics of selling down inventories of unrelated items, but some stores must keep a running tally of total inventories within a product group, in this case consumer electronics, before reordering. (It doesn't make sense that you would fail to restock a popular item until less popular items are out the door unless there were more globular budgetary constraints on the store.)" It is very rare that a retailer will stop ordering a product that is selling well, because of inventories of products that are not. (I've seen it happen, a freeze on all purchase orders, but only from second rate players who don't know how to run their business). So I wouldn't worry about retailers not ordering CF cards, as long as the demand is there. BTW, Best Buy in it's December sales CC said that PC inventories were in line. Some of these guys are pretty good at managing inventory, even in a challenging market. John

To: Ausdauer who wrote (18666)	1/26/2001 1:50:29 PM
From: Bargain Hunter	Respond to of 60323

Aus, today's story at biz.yahoo.com says a first installment aggregate sum of $80 million was transferred to Tower. I took this to mean that SNDK had not previously paid anything and they paid the $20M today. The same 4:1 ratio applies to the total investment of $300M (per today's PR) vs. SNDK's $75M (per the earlier PR).