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

To: Road Walker who wrote (18821)	1/30/2001 8:38:43 AM
From: Win-Lose-Draw	Respond to of 60323

Eli said that the OEM problem didn't surface until December Of course they dropped off in Decemeber, everyone knew they would drop off in December...it's the normal post-Xmas season selling blues. Frankly, it almost sounds like he's trying to use that as cover for something else. If SNDK was running two months behind right until it all fell off a cliff, those canceled (or whatever) orders were orders that were supposed to be shipped in January anyway. Which means it affects this quarter, not the just reported quarter. But...if they were no longer running two months behind at that point...then Eli already knew something was up and his super-upbeat and widely disseminated comments made mere weeks before earnings were reported really, REALLY need some sort of explanation.