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

To: Pam who wrote (27967)	4/21/2005 6:22:22 PM
From: slacker711	Read Replies (1) \| Respond to of 60323

As far as I am concerned, the missing revs were sitting under Deferred Revs because of a late availability of high density parts. Just my initial theory, but it seems to me that 90nm yields might not have ramped until late in the quarter. They also were relatively cleaned out (WIP/inventory) of high density products exiting the 4th quarter and that combined for the back-end loaded quarter. The strength in March would seem to bode well for this quarter. Slacker