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

To: Art Bechhoefer who wrote (21271)	12/4/2001 10:23:54 PM
From: Jason Rooks	Read Replies (3) \| Respond to of 60323

Art and Aus, What bothers me is that Sandisk does not appear to have a good supply chain management system with its vendors. I was disappointed last year when Aus reported how Amazon was sold out of CF cards in mid-December last year. And then to learn that there were inventory problems (unsold and returns) after the Xmas season. And now, with all the problems with margins, for Aus to again find unfilled shelves at retailers is doubly frustrating when SNDK needs to maximize its volume sales. Dr. Harari told me in June at the annual meeting that the kiosks would be introduced in a few months once the kinks were worked out. Well, I should of volunteered to take over the project because there is no excuse for not having those kiosks out in the marketplace by Xmas. These operational failings, not to mention the apparent erosion of IP strength and poor relative performance of CF speed, weakens my confidence in managment. Jason "5 year stockholder" Rooks