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SanDisk Corporation (SNDK)
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Emcee:  clean86 Type:  Moderated
To all participants: Welcome to the Sandisk Corporation(SNDK) board on SI. This thread is now moderated. Here are the rules:

Nobody will be banned for disagreeing with the moderator or for disagreeing with anyone else. Nobody will be banned for stating bullish or bearish opinions, or for expressing opinions contrary to the opinions of others.

Participants will be banned for being rude to the other people on the thread. That includes ridiculing them or calling them names. If you disagree with someone, feel free to express your disagreement but do so in a civil manner. There is no reason to call people "stupid" or "crazy" or any other derogatory name.

When warranted, a ban may be imposed for being a general nuisance and disrupting civil discourse.

Violators will usually receive a warning, and a second offense may result in a ban. In the case of especially egregious violations, a ban may come without warning.

And hey, let's be careful out there.

Would any one care to enlighten the rest of us as to how SanDisk is positioned in the Flash memory market in relation to their competition and earnings potential. Thanks.

NOTE: 3/17/10
I have been informed by the management that SI policy prohibits any partisan discussion of politics on Forums that are dedicated to specific stocks. Please limit any discussion of politics to general comments on subjects directly related to Sandisk Inc. and its stock.

Update: 8/24/11

Having conferred with Ron via PM, I want to clarify this board's policy with respect to political discussions.

If a political issue affects Sandisk as a company more than it would most companies, it's fair game for discussion here. A hypothetical example would be if Congress were debating a bill that would make it illegal for anyone to download any media file to more than one device. Clearly, Sandisk would be affected a lot by the outcome of such a debate than would, say, JPM, MO, YUM, etc.

If a political issue affects the macro economy in some way, but doesn't affect Sandisk any more than it would any other company, that is not a topic for discussion here.

And as always, the civility rule applies, in all cases.
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ReplyMessage PreviewFromRecsPosted
58206LRCX CC: NAND "tightest of any of the segments in terms of the balances supBeenRetired-an hour ago
58205"The horse is here to stay, but the automobile is only a novelty." BeenRetired-4 hours ago
58204Simply, brilliant: "SanDisk undertakes all of the work of swapping out eveBeenRetired-4 hours ago
58203Fablets: "60% CAGR for the next five years" Phablets Are Conquering TBeenRetired-4 hours ago
58202Perhaps. Lawsuit outcomes are generally so unpredictable that they are often disSam-yesterday
58201A couple of interesting posts from "The SSD Guy" (Jim Handy, who is alSam-yesterday
58200SanDisk: We’ll Upgrade Your PCs For You! Published October 6, 2014 | By Jim HanSam3yesterday
58199<i>But no, they wouldn't ask about the theft and lawsuits. Face savingElroy-yesterday
58198Yes, but don't forget that this was going from Kim to a translator to a tranSam2yesterday
58197Love this quote from Jun Ho Kim in the CC: "Operating profit rose 20% agaiUnwelcomeguest-yesterday
58196Hynix Q3 CC transcript: Freescale Q3 CC transcript: seekingalpSam-yesterday
58195If you want fast, this is fast. Very very fast. Not cheap. But fast. Sam1Thursday
58194Wouldn't the headline be more accurate if it said... SK Hynix third-quarterUnwelcomeguest5Thursday
58193 SK Hynix third-quarter profit at record high on firm chip demand Sam-Wednesday
58192Excerpts from LRCX's Q3 CC (focusing on memory related points). The completeSam3Wednesday
58191 EMC CC: "Emerging Storage products grew 47%".........................BeenRetired-Wednesday
58190Best Buy sells the 64GB Connect for $100, although I've seen it on sale for Sam-Wednesday
58189Well, funny you would bring that up. When I was looking over the new iPhone 6 aUnwelcomeguest-Wednesday
58188UWG, thank you for your comments and observations. I currently have a 4 because Greg Hull-Wednesday
58187<<If so, they are wrong. Who would start it and why?>> Good point.david1951-Wednesday
58186If so, they are wrong. Who would start it and why? >>Does the market feaSam-Wednesday
58185Thanks for your comments, UWG. But I am surprised that you were running short oSam2Wednesday
58184Since those comments appear to be centered largely around the iPhone 6, I can ofUnwelcomeguest1Wednesday
58183<<Whenever Apple has released a new iPhone, each model with additional stodavid1951-Wednesday
58182TrendForce: iPhone 6 increases demand for NAND flash in smartphones Sam2Wednesday
58181SanDisk sez same thing, too much demand. Gets whacked. Hmm.....BeenRetired-Wednesday
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