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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
58921"there could be a fundamental flaw with Samsung's 14nm" After neaBeenRetired-yesterday
58920840 EVO Performance Degradation Problems Persist The 840 EVO might be junk but Bargain Hunter-last Friday
58919840 EVO Performance Degradation Problems Persist As we previously reported bacBeenRetired-last Friday
58918"buy high, sell low" bunch: c(low)nbc, gloomberg, shill outlet channelBeenRetired-last Thursday
58917BH, You are right and the CS analyst is wrong on this. I've good memory... dan.rosengold4last Thursday
58916Funny how some people bash Samsung for crap, yet they are the most proficient mabrokenst0nes-last Thursday
58915The whole IP licensing area is a can of worms. Who knows whether SanDisk will bebrokenst0nes-last Thursday
58914Should they have rushed out junk 3D (see STEC SSS)? Like Samsung. Do you have Bargain Hunter1last Thursday
58913PCIE and SATA are quite different animals, if you need PCIE performance, you donBargain Hunter-last Thursday
58912CS said: The migration to 3D NAND introduces further uncertainty on new rates Bargain Hunter-last Thursday
58911short version of Credit Suisse downgrade: [graphic]oldbeachlvr-last Thursday
58910 CS: Downgrade to Neutral: Strategic Value Doesn’t Offset Strategy and Executiondan.rosengold2last Thursday
58909<i>Morgan Stanley cuts target price to $80 from $90; rating overweight &lSam2last Thursday
58908Analyst actions since Sndk reported: Morgan Stanley cuts target price to $80 froldbeachlvr5last Thursday
58907"The FIO PCIe business is fading rapidly and is moving to SATA solutions , Bruno Cipolla-last Thursday
58906SNDK CC: Our 3D lowest cost. BAR NONE.............................. Sanjay MehrBeenRetired1last Thursday
58905<<<<<And although all NAND players have 3D NAND process developmoldbeachlvr-last Thursday
58904SNDK pre-market high today is ..... wait for it ... wait for it.... six six . sElroy-last Thursday
58903ASML CC: NVM is NOT soooo simple. 2D will be around for awhile. Peter WenninkBeenRetired1last Thursday
58902"poor execution across the board"?.................................. BeenRetired-last Thursday
58901"Frankly, I was relieved to hear that it wasn't a problem with 15 or 19BeenRetired-last Thursday
58900ASML CC: Little 3D NAND until '16........................................ TBeenRetired-last Thursday
58899Thanks Dan, Are you thinking that the dividend and buy backs will not be sufficR0bertNesta1last Thursday
58898 [graphic] 1 Poor execution In all segments but especially in Enterprise SSD.dan.rosengold3last Thursday
58897I don't think that firing Sanjay is the solution to SanDisk's problems. david19515last Wednesday
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