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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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58555Samsung bets big on 3D NAND chips By Kim Yoo-chul Posted : 2015-01-3Sam-yesterday
58554Anyone on this board could pick apart Cramer's thesis.joncon63-Thursday
58553A little comic relief from the Lam Research Q2 transcript: We’ll start by speakBargain Hunter1Thursday
58552Cramer was trashing Sandisk on his show on CNBC tonight. Thinking the people thBargain Hunter1Thursday
58551I don't think that they are the cause of today's weakness. Nomura has beSam-Thursday
58550Here is the reason for today's weakness. NOMURA BELIEVES SANDISK STORY IS Unwelcomeguest-Thursday
58548No hint of a 3D slowdown or halt from Lam in their CC this afternoon. They expecSam3Wednesday
58547Cramer was trashing Sandisk on his show on CNBC tonight. Thinking the people thclean86-Wednesday
58546Is SNDK enterprise SSD business #1 in enterprise SSD? Are they larger in this sBargain Hunter1Wednesday
58545<i>And Intel's margins are their pride and joy.</i> Which, of Art Bechhoefer-Wednesday
58544Elroy -- You believe that "market share is leadership." Yet Apple, thArt Bechhoefer3Wednesday
58543Because Micron's margins will never be what Intel's margins are. And ISam-Tuesday
58542Any idea why Intel doesn't just buy Micron?Elroy-Tuesday
58541NAND related stuff from the SIMO conference call Jaeson Schmidt - Lake Street Elroy-Tuesday
58540All I can tell you is that that is their aim (to be number one in the enterpriseSam1Tuesday
58539Back to enterprise SSDs, if Intel is #1 and has the best enterprise relationshipElroy-Tuesday
58538Fair enough. The rapid change in the SSD segment is definitely a positive for iElroy-Tuesday
58537<i> Is SNDK enterprise SSD business #1 in enterprise SSD? Are they largerSam2Tuesday
58536My point, Elroy, was not to say that SIMO doesn't have a good product in thiSam-Tuesday
58535<i>high gross margins are the key to SanDisk's growth and leadership iElroy-Tuesday
58534<i>The other thing I would say is that just a few years ago, it looked likElroy-Tuesday
58533<i>SanDisk's enterprise SSD business has the potential to be such a seElroy-Tuesday
58532Yes, it would be, if true. In part, it depends on why they stopped though. Cost Sam-Tuesday
58531All I saw was what I attached to the original post. Attached the item so that toldbeachlvr-Tuesday
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