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

To: etchmeister who wrote (27987)4/22/2005 4:08:07 PM
From: clix  Read Replies (1) | Respond to of 60323
 
As Pam pointed out, there is $40M in deferred revenue which was not there last quarter.

Merrill seems to be confirming that this is the answer to the apparent revenue shortfall:

Management suggested that the supply from FlashVision and Samsung was heavily back-end loaded. With SanDisk’s cycle time in the 6-8 weeks range, a majority of these products was still sitting on the balance sheet at the
end of the quarter.


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