Technology Stocks | SanDisk Corporation (SNDK)


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From: FUBHO4/25/2012 12:51:38 PM
   of 54976
 
With Google Drive, 'personal cloud' will soon overshadow the PC

Google's new cloud storage service will change how we use the Internet, analyst says
By Lucas Mearian
April 24, 2012 05:08 PM ET

Computerworld - With the launch of Google Drive, the new cloud storage service unveiled today by Google, mainstream tech users will soon find themselves engaging in cloud storage and file synchronization among mobile, laptop and desktop systems...

computerworld.com 

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To: Art Bechhoefer who wrote (52744)4/25/2012 2:38:59 PM
From: Bargain Hunter1 Recommendation   of 54976
 
The answer, in my view, is exactly the opposite of what is happening. Individuals should have more, not less information and data files on site, or on their own storage facilities, such as USB cards or hard drives. In particular, and this is where SanDisk could profit eventually, what if every person carried a health card containing, say, 5 GB or health data? For most people, this would be a lifetime of medical records, including even x-rays and other non-textual data. Suppose the card were the size of an ordinary credit card, but embedded in that card was archival type flash memory (write once, read often) probably in pdf format, which could be read by virtually all computers in any hospital or doctor's office. Whenever the patient needed medical services, the entire health record would be immediately available to the service provider.

Instead, the trend, especially in health services, is to create remote servers containing patient data which is fed into the servers by attending physicians or assistants, or treatment facilities. Under current health regulations, the patient has a right to restrict access to this data, but the usual case is that the patient waves the right in order that the records can be centralized. One result of this is a practice noted in today's New York Times, where bill collectors are admitted to hospitals, with privileges similar to hospital employees, enabling them to access patient records and confront patients in the emergency room, threatening them with no treatment until they pay for prior treatment. This is actually happening, and the Minnesota Attorney General is ready to prosecute one of the largest hospital bill collectors for acting in this manner.

Art, you have the option of not participating in the cloud, but it seems that you are in the minority. The cloud is happening and those who care about security either do not use it or use it in ways where they can use private encryption.

Furthermore the health care card does not make sense for SanDisk to create by itself. It would simply finish up a commodity supplier of low end cards to specialty medical records companies. Even Apple business probably gives greater margins. And the biggest market for health care is older folks and you can bet that health care providers would rather have a centralized system than rely on the patients not losing or forgetting their cards. You would need a centralized system anyway to deal with forgotten cards, test results arriving in the patients' absence etc. Why complicate it with a parallel system of cards?

If you are rushed to the emergency room unconscious and without your wallet, would you like the doctors to have access to centralized detailed records that might contain life-saving information or to make generic guesses about your needs based on the average for a person of your age, weight, blood type etc.

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To: Bargain Hunter who wrote (52749)4/25/2012 3:07:30 PM
From: Art Bechhoefer   of 54976
 
Fact is, emergency room treatment is often provided with minimal data, or completely without backup data.

If you are rushed to the emergency room unconscious and without your wallet, would you like the doctors to have access to centralized detailed records that might contain life-saving information or to make generic guesses about your needs based on the average for a person of your age, weight, blood type etc.

Individual health cards with built-in memory would not replace a centralized record system but would relieve demands on a centralized system. Do the numbers. Think about the impact on telecommunication systems of an additional 25 million record requests on a daily basis, and particularly the amount of spectrum such giant data downloads would entail. Think about competing with consumers downloading movies, and the likelihood that a system could get overloaded -- too easily, and at the wrong moment.

The health card I envision would have a proprietary form factor, just as SD and microSD cards have. Sure, it would be useful to have partners, especially to justify establishing standards for card shape, size, capacity, etc. But, just like the SD card, SNDK might obtain royalties on the envelope as well as the embedded flash chip, especially if the chip was something akin to the TLC archive chip (which I hear nothing about in recent company communications). Yes, I'm in the minority, but what else is news?

Art

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To: Art Bechhoefer who wrote (52750)4/25/2012 4:00:53 PM
From: Bargain Hunter   of 54976
 
Fact is, emergency room treatment is often provided with minimal data, or completely without backup data.

Agreed. But we are talking about the future, when records will be available. It is a question of how such records should be handled.

Individual health cards with built-in memory would not replace a centralized record system but would relieve demands on a centralized system. Do the numbers. Think about the impact on telecommunication systems of an additional 25 million record requests on a daily basis, and particularly the amount of spectrum such giant data downloads would entail. Think about competing with consumers downloading movies, and the likelihood that a system could get overloaded -- too easily, and at the wrong moment.

The basic textual information would be very quick to download. I agree that there could be times when graphic information could take longer but, in a world that routinely streams HD movies over wireless links, the time to download the 5GB you posited over a wired connection should not be a problem.

The health card I envision would have a proprietary form factor, just as SD and microSD cards have. Sure, it would be useful to have partners, especially to justify establishing standards for card shape, size, capacity, etc. But, just like the SD card, SNDK might obtain royalties on the envelope as well as the embedded flash chip, especially if the chip was something akin to the TLC archive chip (which I hear nothing about in recent company communications).

The hardware cost would be small so royalties would be modest unless the card caught on for other purposes. SanDisk does not seem to be setting the smart card world alight. They are (rightly) more focused on products where NAND is a greater proportion of total cost where they have the maximum advantage.

Have you seen anything to suggest that the archive product is based on TLC? I assumed it used the Matrix write-once technology.

Yes, I'm in the minority, but what else is news?

Happens to me too. Sometimes it means I'm understanding things better than the herd. Sometimes I'm just following the herd and can't see the truth for the dust.

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To: Bargain Hunter who wrote (52751)4/25/2012 4:17:32 PM
From: clean86   of 54976
 
If you believe the predictions for the future everybody will have chips embedded in their bodies that have all our info on them.

In either case will be interesting to see if Sandisk ever makes and sells these Medical drives since they've been discussed for years.

I did sell today right at the high of the day, will be extremely busy for the next few days and figured a profit is a profit.

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To: Art Bechhoefer who wrote (52745)4/25/2012 6:52:15 PM
From: Elroy   of 54976
 
That may be Apple's spin, but it is contradicted by OEM and spot pricing trends, which have shown that prices were dropping more slowly than before. What really has happened is that Apple now has its own controller technology that allows the company to make use of the lowest cost flash chips, and thereby enables Apple to buy chips on the spot market, at fire sale prices.

You have anything to support this crazy claim? Prior to "getting their own controller technology" who's controllers did Apple use?

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To: Elroy who wrote (52753)4/25/2012 7:03:35 PM
From: FUBHO   of 54976
 
Anobit is the company Apple purchased and whose controller technology they were using prior to purchase.

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From: Sam4/25/2012 10:14:35 PM
   of 54976
 
The title of this article speaks for itself. However, I find it bizarre that companies like Kingston and OCZ and even Intel would want to start a price war when they don't themselves have access to a captive supply of NAND. I suppose if Hynix or Samsung want to get rid of their chips enough, they could be attaching a $20 bill to each one, making it worthwhile for the others to play games. I don't know--we'll see what happens with prices over the next few months.


SSD prices may drop following impending price war In addition to low RAM prices, expected price reductions in SSD devices may help many speed up their systems.

by Topher Kessler April 25, 2012 1:10 PM PDT
reviews.cnet.com 

In September of last year, slowdowns in the growth of the PC market led to a surplus of OEM RAM supplies and resulted in massive drops in prices for RAM in the following months. This made upgrades to higher-density RAM chips much more feasible for many Mac users, allowing them to do more with their Macs without experiencing slowdowns and other problems that happen when systems run low on memory.

Even though RAM upgrades being cheaper has allowed many to increase the performance of their systems, another major performance bottleneck of modern computers besides the RAM is the hard drive. For instance, when compared using the same benchmarks for throughput during application loading, SSDs perform on average over 10 times faster than conventional HDD devices (Tests performed by Tom's Hardware using PCMark 7).

While the use of SSD devices will greatly improve the performance of your system (even an older one), they unfortunately have been quite expensive options, especially when you need ample data storage. For instance, a 250GB SSD will cost roughly $280 on average, whereas a 250GB conventional HDD will cost about $80. The price difference only continues to increase as the drive capacities get larger.

To overcome the expense of SSD devices and maximize storage while benefiting from the speed of SSDs, you can install a dual-drive setup on your computer, using a small SSD as your boot drive and the one that holds your account and applications files, but then store your application libraries and data on a larger conventional drive. In Mac Pro systems or iMac systems this can easily be done, even if you need to use an external drive for your data; however, for laptops you might benefit from replacing your optical drive and using its connection for a second hard drive. I discuss one option for such a setup here.

While dual-drive setups such as this are beneficial, they do require special considerations, such as remembering to organize your data on one drive and not the other, and making some heavy modifications to the system hardware for some laptops.

Luckily, recent news suggests the need for such dual-drive setups might soon lessen. Digitimes is reporting that large SSD firms such as Kingston, OCZ, Crucial, and Intel are attempting to narrow the market and squeeze out the competition. While for now the price drops have for some SSD hardware brought the price of the SATA3 versions closer to the SATA2 versions, the price drops are expected continue as NAND flash chips become cheaper and more abundant.

The competition and NAND chip supply increases should continue to spur reduced prices and make single-drive SSD solutions more feasible for people. Digitimes claims that this effort by these companies is not only to help them command the market, but also improve it by removing retailers who use inferior SSD technology.

As a result of this impending price war, if you are planning on upgrading your system with an SSD, you might consider waiting for a few months to watch the market and see how much prices fall

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To: Sam who wrote (52755)4/25/2012 10:19:35 PM
From: Sam   of 54976
 
Meanwhile, Hynix is still losing money. IMHO, SK Telecom will come to rue the day when they decided to invest in this company. I suppose it is possible that the Korean govt more or less "ordered" them to do it, and promised some goodies in the future to them if they run into trouble. We'll see. They had a 2% increase in NAND shipments in the quarter-far below what I thought they would do. Their ASPs fell by 16%.

UPDATE 1-SK hynix posts third straight quarterly loss

Wed Apr 25, 2012 8:06pm EDT

reuters.com 

(Adds details)

* Q1 operating loss 260 bln won vs 155 bln won loss fcast

* Q1 DRAM selling prices down 10 pct, NAND down 16 pct

* Hynix shares up 23 pct YTD vs 7.5 pct gain in KOSPI

SEOUL, April 26 (Reuters) - SK hynix Semiconductor Inc , the world's No.2 computer memory chip maker, reported its third consecutive quarterly loss on Thursday, hit by tumbling chip prices and a one-off bonus payment after its acquisition by SK Telecom Co.

The South Korean firm, which is participating in the bidding for troubled Japanese rival Elpida Memory, posted an operating loss of 260 billion won ($227.8 million) for the three months ended March, worse than an average forecast of a 155 billion won loss by Thomson Reuters I/B/E/S.

That compared with a profit of 323 billion won a year ago and a loss of 167 billion won in the preceding quarter.

Hynix is expected to return to profit in the second quarter as computer memory chip prices have started rebounding on reduced supply from struggling rivals, and as notebook and computer demand picks up on a return to a normal supply of parts from flood-hit Thailand, according to analysts.

Contract prices of dynamic random access memory (DRAM) chips rose by 8 percent in the first half of April, according to price tracker DRAMeXchange.

Hynix said average selling prices of DRAM chips fell 10 percent in the first quarter, while NAND flash chips prices fell 16 percent, offsetting shipment increases of 9 percent and 2 percent in DRAM and NAND chips.

Shares of hynix, which competes with sector leader Samsung Electronics and Japan's Toshiba Corp, have risen 23 percent so far this year on expectations of a turnaround, outpacing the broader market,, which gained 7.5 percent. (Reporting by Miyoung Kim; Editing by Richard Pullin)

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To: FUBHO who wrote (52754)4/25/2012 11:13:28 PM
From: Elroy   of 54976
 
Anobit is the company Apple purchased and whose controller technology they were using prior to purchase.


I'm aware of the Anobit purchase. Does it equate to Apple is now able to purchase NAND chips on the spot market at lower prices"? Apple is so secretive about much of its process that I'm curious where he got info which supports that conclusion.

I've always wondered which controllers went in Apple's products - do you have any idea on Anobit's share of Apple NAND flash controllers? I'm skeptical that Anobit's share of Apple products was large enough to allow a major procurement shift of the kind the previous poster was claiming. Apple only paid $500m for Anobit.....not peanuts, but not enough if Anobit's share of Apple's NAND controllers was sizeable.

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