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To: pompsander who wrote (27963)4/21/2005 5:47:30 PM
From: broozer  Respond to of 60323
 
I was at my local walmart last night and i checked out the flash memory.....ALL of the SNDK products were completely cleaned out and only LEXR/EK cards were available. The first time I have ever seen SNDK cards at walmart. The SNDK products appeared to be priced about $10 cheaper per form factor than similar LEXR/EK cards. Also, the walmart associate was able to quickly pullup the status of order shipments and indicated that 3 SNDK 1G SD cards would be at the store tomorrow.........BUT ONLY 3!!!!.....this squares with the supply problems of high cap cards.



To: pompsander who wrote (27963)4/21/2005 5:52:58 PM
From: Bruno Cipolla  Respond to of 60323
 
re: deferred revenues...

If i were SNDK i would defer some revenue to q2.
Next (this) quarter may see a larger decrease in flash prices and (maybe) lower gross margins, so moving some revenues from Q1 to Q2 makes a lot of sense to me....
BC



To: pompsander who wrote (27963)4/21/2005 6:47:27 PM
From: limtex  Respond to of 60323
 
pomp - great report. Things looking even better going forward.

Best,

L


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