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

To: Zeev Hed who wrote (18814)	1/30/2001 7:18:10 AM
From: Steve 667	Read Replies (1) \| Respond to of 60323

Zeev, Since the last quarter includes at least the last two weeks before January first, I would not be surprised to see that a lot of this inventory actually got sold but not reported yet as revenues by SNDK.I would say that 2/3 of the increase (about $18 MM) is such shelves inventories. This would not account for a $35 million shortfall!!! Consider that the 4th quarter also includes the last two weeks of the 3rd quarter that was not reported in Q3. So all this means is each quarter reporting is just shifted two weeks. insignificant! Steve 667