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To: Ausdauer who wrote (18690)	1/26/2001 6:29:31 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

Aus, when you noted that inventories are bulging, those inventories, it would seem, do not include the kind of high capacity cards to be manufactured at the new plant in Virginia. I think the large inventories Eli was referring to were the lower capacity flash cards that were not being shipped to the OEM customers as fast as had been expected. Suppose the excess inventories include 8 and 16 mb CF cards, and possibly 16 and 32 mb MMC or SD cards. What about 128 mb CF and 512 mb SC cards? That's where the money is, IMHO. Art

To: Ausdauer who wrote (18690)	1/27/2001 5:29:54 AM
From: Steve 667	Read Replies (2) \| Respond to of 60323

Anybody can answer. When exactly did SNDK go from selling everything they could manufacture to even having an inventory? Have I been sleeping? It seems to me that just a CC or two ago, Eli was talking about only being able to partially fill old customer orders and would have to fill all old customers orders before they would even be able to sell to new customers. Or was I just dreaming this? When was the very first word from the company that they were filling all orders for flash memory? Specific date please or was the CC call this week the very first mention? Steve 667