| Posts by Pam |
| Message | Subject | Recs | Posted |
| Apple To Buy Components Worth $7.8 Bln From Samsung Electronics This Year - Repo | SanDisk Corporation (SNDK) | | 2/14/2011 |
| NAND flash contract prices stay flat in 2H January, says DRAMeXchange Jessie Sh | SanDisk Corporation (SNDK) | | 1/29/2011 |
| Samsung Electronics Shares Advance to Record After Profit Beats Estimates By Jun | SanDisk Corporation (SNDK) | 3 | 1/29/2011 |
| 01-28-2011 16:23 Hynix CEO bullish about future Hynix CEO Kwon Oh-chul | SanDisk Corporation (SNDK) | 1 | 1/29/2011 |
| Flash memory prices rebound at month end Prices for DRAM and NAND flash memorie | SanDisk Corporation (SNDK) | 1 | 1/29/2011 |
| Samsung's 4Q10 Results samsung.com • NAND : Expect demand-supply tig | SanDisk Corporation (SNDK) | 3 | 1/29/2011 |
| Android Tablet, Smartphone Boost Samsung in Q4 By Dan Nystedt, IDG News Samsun | SanDisk Corporation (SNDK) | 1 | 1/29/2011 |
| SanDisk, Toshiba Gearing Up for 10nm-Class Process Technology for Flash Memory. | SanDisk Corporation (SNDK) | | 1/29/2011 |
| x3 has lower endurance, so if you price it comparable to MLC it offers no advant | SanDisk Corporation (SNDK) | 3 | 1/29/2011 |
| Apple makes an absolute mint off of upcharging for NAND. I have never looked at | SanDisk Corporation (SNDK) | 1 | 1/16/2011 |
| Permit me to ask you if the MLC/TLC in your example meet the speed requirements | SanDisk Corporation (SNDK) | | 1/5/2011 |
| The only real question, IMHO, is whether or not the 2x production node will get | SanDisk Corporation (SNDK) | 1 | 1/5/2011 |
| That piece is a little misleading in a number of small--or at times not so small | SanDisk Corporation (SNDK) | 1 | 12/27/2010 |
| Seven trends for NAND flash Mark LaPedus 12/27/2010 3:23 PM EST SAN JOSE, Cali | SanDisk Corporation (SNDK) | | 12/27/2010 |
| Does the $104.8m include selling the the warrants to GS and MS as well as the Sa | SanDisk Corporation (SNDK) | | 8/22/2010 |
| Until they spend some of it don't they have... "X" = long term de | SanDisk Corporation (SNDK) | | 8/22/2010 |
| Actually SanDisk is going to make the following: Calculate present value of futu | SanDisk Corporation (SNDK) | 1 | 8/21/2010 |
| Interesting. I had never heard of this type of arrangement...is it common with c | SanDisk Corporation (SNDK) | | 8/21/2010 |
| Dan, I just browsed through the Prospectus quickly and it seems the deal is slig | SanDisk Corporation (SNDK) | | 8/21/2010 |
| Good morning. Is anyone here a member of Investor Village? If so I was wanting t | SanDisk Corporation (SNDK) | 3 | 8/21/2010 |
| What do you store on it (if it is not too personal a question)? Digitize all 8m | SanDisk Corporation (SNDK) | | 8/20/2010 |
| Received a flyer this morning from Newegg. $58 for a 1TB Seagate Barracuda drive | SanDisk Corporation (SNDK) | | 8/19/2010 |
| "There's no better time than now to quit" Eli Harari, founder and | SanDisk Corporation (SNDK) | 3 | 8/19/2010 |
| isuppli.com [Price chart in the original] Will $1 Per Gigabyte NAND Resu | SanDisk Corporation (SNDK) | 1 | 8/19/2010 |
| I can't say I like the timing of this announcement, unless they announce som | SanDisk Corporation (SNDK) | | 8/19/2010 |
| Probabilistic chip promises better flash memory, spam filteringBy Priya Ganapati | SanDisk Corporation (SNDK) | | 8/18/2010 |
| Reflections from SanDisk CEO Harari Mark LaPedus 8/18/2010 4:32 PM EDT SANTA C | SanDisk Corporation (SNDK) | 1 | 8/18/2010 |
| I suppose one could argue that it would increase the likelihood of being acquire | SanDisk Corporation (SNDK) | 1 | 8/18/2010 |
| The way I see it, the spot market represents the marginal buyer. A persistent tr | SanDisk Corporation (SNDK) | 3 | 8/13/2010 |
| ...but I fell asleep half way through. All that was italicized was written by y | SanDisk Corporation (SNDK) | 1 | 8/13/2010 |
| Pam, at the most recent cc, Eli or Sanjay said that they have begun supplying TL | SanDisk Corporation (SNDK) | 3 | 8/13/2010 |
| Pam, take a chill pill. I am cool. You are the one who seems to be a bit excite | SanDisk Corporation (SNDK) | 2 | 8/13/2010 |
| Noreg, I am not sure spot pricing has any effect at all on SNDK's profitabil | SanDisk Corporation (SNDK) | 9 | 8/7/2010 |
| So what are your thoughts now, Pam? Margins have held up well so far but a lot | SanDisk Corporation (SNDK) | | 8/2/2010 |
From NYT today: As iPad Gains, Others Will Lose nytimes.com  | SanDisk Corporation (SNDK) | | 8/1/2010 |
| I am going to terminate posting this table on a weekly basis. The entire table i | Wennerstrom Semi Equipment Analysis | | 8/1/2010 |
| We'll see what their margins are this quarter. Margins this Q will be very | SanDisk Corporation (SNDK) | | 7/15/2010 |
| They could have said this about the 1st quarter, but when giving guidance for th | SanDisk Corporation (SNDK) | | 7/15/2010 |
| Samsung cutting back 3-bit output, AAPL MLC demand picking up, positive for SNDK | SanDisk Corporation (SNDK) | | 7/15/2010 |
| [graphic] One important thing to consider here is that as TLC prices have come | SanDisk Corporation (SNDK) | 2 | 7/15/2010 |
| Corsair Presents the SSD Performance Advantage CorsairMemoryInc — April 13, 201 | SanDisk Corporation (SNDK) | | 5/2/2010 |
| Pam, do you know if TLC used dedicated controller or generic controller like in | SanDisk Corporation (SNDK) | 6 | 4/29/2010 |
| The difference in price between TLC and MLC is very significant. Sanshiba and (I | SanDisk Corporation (SNDK) | | 4/24/2010 |
| Any guesstimates on this Qs revenue/earnings? Based on ASPs, looks pretty strong | SanDisk Corporation (SNDK) | 1 | 4/16/2010 |
| Sam, who is still stacking 8 x 8Gb chips? Isn't leading edge 32Gb? In that | SanDisk Corporation (SNDK) | | 4/12/2010 |
| lol, "slower growth"? I think it is actually shrinking, isn't it? | SanDisk Corporation (SNDK) | | 2/12/2010 |
| Five observations from Micron's analyst event Mark LaPedus EE Times (02/12 | SanDisk Corporation (SNDK) | 1 | 2/12/2010 |
| FOCUS: Micron's Buy Of Numonyx May Hurt Samsung, Hynix By Jung-Ah Lee * FEB | SanDisk Corporation (SNDK) | | 2/10/2010 |
| Samsung, Hynix, IMFT below 30nm So is going to be Sandisk/Toshiba before the en | SanDisk Corporation (SNDK) | | 2/9/2010 |
| IC Insights said it believes 2010 will start a three-year reversal of this downw | SanDisk Corporation (SNDK) | | 2/4/2010 |
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