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WDC/Sandisk Corporation
An SI Board Since January 1996
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60308 492 2 WDC
Emcee:  clean86 Type:  Moderated
To all participants: Welcome to the Western Digital/Sandisk Corporation(WDC) 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 WDC/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 WDC/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 WDC/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, WDC/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 WDC/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
60308Strong Smartphone Demand and Power Outage at Samsung’s Xian Fab to Add Fuel to NSam1last Monday
60307 Jobs and Apple SNDK and WDC...................................................BeenRetired-June 10
60306WDC SanDisk Corporation acquisition completed (May 12, 2016) ... I've posteEric L-June 10
60305Is the SanDisk Extreme 900 priced low enough to attract owners of desktop computArt Bechhoefer-June 5
60304 SanDisk Extreme 900 swamps samdung T3..........................................BeenRetired1June 3
60303Yes. But they bought Sandisk and Sandisk (solid state flash products of one sorSam-June 2
60302Isn't the name of the company whose symbol is WDC Western Digital CorporatiSr K-June 2
60301Not sure if WDC bought STEC, but STEC depended on more costly single level, rathArt Bechhoefer-May 30
60300 Didn't WDC buy stec, too...................................................BeenRetired-May 28
60299Has anybody seen a transcript of yesterday's call?joncon63-May 27
60298I agree. I did wind up adding to my positionjoncon63-May 26
60297Holding WDC through the call is a little stressful, but in light of recent upgradavid1951-May 26
60296Well now that the banter between Art and SA has been banned, it certainly is easjoncon63-May 26
60295 " iPhone 7 component leak shows 256GB SanDisk "......................BeenRetired-May 23
60294Did demand AND unit price drop, or just unit price? Also, it's been clear fArt Bechhoefer1May 20
60293"Global 1Q16 NAND flash market posts 2.9% decrease"...................BeenRetired-May 20
60292Thank you for the link..An excellent find..Worth the time..franklin1-May 19
60291Hello, some more info about that is to be found here : anandtech.com At presJCnieuwenj2May 19
60290I'm not aware of QCOM supplying NAND chips, and don't think that is the Flasher-May 18
60289 PLAB CC: "cross-over for 3D NAND is still not great".................BeenRetired-May 18
60288And,...QCOM and Samsung ARE competitors. QCOM supplies um chips. so............BeenRetired-May 18
60287Western Digital and Sandisk have always named each other as competitors. Intel Flasher-May 18
60286 "I know WDC had a big SSS share before SanDisk." Already SNDK NAND? BeenRetired-May 18
60285David -- Now you raise another interesting question, whether the cost basis for Art Bechhoefer1May 18
60284Thank you, Art. Looking at my cost basis for WDC, I have shares acquired throughdavid1951-May 18
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