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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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58037Dollar Climbs Beyond 110 Yen Before Jobs; Aussie Drops on Retail By Mariko IshiSam-2 hours ago
58036It is hard to believe that these guys will be able to successfully do this econoSam-2 hours ago
58035Diablo Technologies Sues Netlist for Unfair Business Practices diablo-technologiBargain Hunter1yesterday
58034And another one released today... SanDisk Introduces Its SanDisk Tech Assisted Unwelcomeguest1yesterday
58033PR from Sandisk... SanDisk Introduces High-Performance, Low-Power Solid State DUnwelcomeguest1yesterday
58032OT -- Weird new fangled stuff-- Ant-sized, battery-less radios to link smart deSam2last Saturday
5803146hrs of tape: NY Fed "way too cozy" with slime streeter greedyman. JBeenRetired-last Saturday
58030gee I wonder who this will benefit?? :))) September 26, 2014, 2:20 A.M. ETCLSbigchad-last Friday
58029[graphic]Apple is Being Sued for Infringing 13 SanDisk Patents[graphic] IrelanBruno Cipolla-last Friday
58028Merrill's take on Micron--their PO remains $43, FWIW. Micron announces DRASam2last Friday
58027MU's notes my own selection, full story is here In terms of the more tradJCnieuwenj1last Friday
58026iPhone Storage Offerings Increases NAND Demand Up to 10.4% Through 2017, a Positmark.hanna1last Thursday
58025Samsung lays down PCIe server flash gauntlet Are you listening, SanDisk? FJCnieuwenj-last Thursday
58024Can't remember, but you could go to the Trefis site and just drag the littleUnwelcomeguest-last Thursday
58023At the 108 level (now almost 110) the usd/jpy exchange ratio implies 280 basis pBruno Cipolla-last Thursday
58022Shares Short [graphic]mark.hanna-last Thursday
58021SD card TransferJet: videos "almost instantaneously"..................BeenRetired-last Wednesday
58020Big New HDDs Indefinitely Postpone SSD/HDD Price Crossover Earlier this month JCnieuwenj-last Wednesday
58019Credit Suisse estimates of: $4.2B, $0.85 for MU for this Thursday report (not ioldbeachlvr-September 22
58018Credit Suisse view on MU earnings: [graphic]oldbeachlvr-September 22
58017May be a Hot IPO to watch for.... SanDisk GC Leaves to Start Legal Department aMorganBucks-September 22
58016"ASML on EUV: Available at 10nm"......................................BeenRetired-September 22
58015Looks like all that hijacked IP allows them to do a decent chipBeenRetired-September 20
58014ASML CEO stated 80 watts by EoY '14. This is enough to do some layers econoBeenRetired-September 20
58013degenerating demographics, stultifying good old boy gadget network, xenophobia..BeenRetired-September 20
58012key SSD idea #10 the importance of SSD software................................BeenRetired-September 20
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