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Technology Stocks: SanDisk Corporation (SNDK)

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Moderated By: clean86 -- (Moderated) -- Started: 1/31/1996 2:15:00 PM Revision History

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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Reply	Message Preview	From	Recs	Date
54969	Excerpt from ASML's Q1 CC (held April 17)--on NAND supply additions (and I&#	Sam	1	05/21/2013 03:30 PM
54968	Expanding capacity to gain (or retain) market share isn't that easy. That&#	Art Bechhoefer	3	05/21/2013 09:51 AM
54967	SanDisk Advances Its Industry-Leading Manufacturing Technology finance.yahoo.co	Elroy	-	05/21/2013 03:45 AM
54966	SanDisk Advances Its Industry-Leading Manufacturing Technology finance.yahoo.co	Elroy	-	05/21/2013 03:45 AM
54965	finance.yahoo.com Toshiba to Start Mass Production of Next Generation NAN	shlomi cohen	-	05/21/2013 02:43 AM
54964	SANDISK CFO TO PRESENT AT 14TH ANNUAL B. RILEY & CO. CONFERENC	Sam	-	05/21/2013 12:43 AM
54963	Some excerpts from Lam's Q1 CC of a few weeks ago. A fair bit on 3D, as Lam	Sam	-	05/21/2013 12:12 AM
54962	1) Competitors adding capacity - disturbing the supply/demand balance. Can'	Elroy	1	05/20/2013 11:10 PM
54961	I tend to agree. Not only does Sandisk have cost advantages as a result of smal	Unwelcomeguest	-	05/20/2013 10:57 PM
54960	Could be, Art. The Koreans have expressed concern in recent weeks about the wea	Sam	-	05/20/2013 05:06 PM
54959	Sam, there might be another reason: I suspect that Samsung and Hynix are doing	Art Bechhoefer	-	05/20/2013 04:55 PM

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