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


To: Road Walker who wrote (19139)2/13/2001 8:30:40 PM
From: Ausdauer  Read Replies (1) | Respond to of 60323
 
John,

Not enough flash shipped, not enough flash ordered, whatever...

How can this be happening at all with $98 million in flash inventory?

Maybe SanDisk finished qualifying its 256Mb/D2 chips for its
telecom customers, overbuilt PCMCIA cards this Fall and early Winter
and didn't have enough flash left over for CompactFlash and MMC for
the retail market. That would explain the apparent contradiction.
Is SanDisk stuck with telecom OEM flash cards they can't sell at retail?
That would be a huge error on somebody's part at SanDisk.

I can't believe they could be that careless.

Aus



To: Road Walker who wrote (19139)2/13/2001 9:01:11 PM
From: Ausdauer  Respond to of 60323
 
I thought this was true, but wasn't convinced until I tried it myself.

The SNDK raincheck slips at BestBuy actually don't work in your digital camera.

One other thing...

If you close your eyes you really can't tell
the difference between Seven-Up and Bubble Up.


Aus



To: Road Walker who wrote (19139)2/13/2001 9:04:59 PM
From: Ausdauer  Respond to of 60323
 
SanDisk mounting take-over bid...

...for this company and it's proprietary technology.

store4.yimg.com

Ausdauer



To: Road Walker who wrote (19139)2/13/2001 10:51:51 PM
From: Reseller  Read Replies (1) | Respond to of 60323
 
John, a quick view of Ingram Micro's inventory reveals........

160 MB CF 378 pieces
96 MB CF 1625 pieces
64 MB CF 673 pieces
48 MB CF 1333 pieces
32 MB CF 1363 pieces

There are so many reasons why inventory isn't in the right place at the right
time that conclusions based on out of stock conditions really can't be drawn.

Regards
Reseller