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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
59282Silicon Motion Announces Results for the Period Ended June 30, 2015 We are scElroy-8 hours ago
59281Cisco drops Whiptail SSS after 2 years..........................................BeenRetired-last Saturday
59280I've been away on vacation for a few weeks, back home tonight. I'm curElroy-last Friday
59279Anyone who thinks that Apple is good for companies like SNDK must not have learnsylvester802last Friday
59278AMZN: Awesome AWS #'s. Facebook Open Source. Server SSS is where the goldBeenRetired-last Friday
59277Yes, that is the problem with NAND--because it takes such a large percentage of Sam1last Friday
59276How many times has SNDK lost and then regained Apple as a material customer overCharlie Smith1last Friday
59275<i>"it's hard to see a scenario where they'd start undercuttiArt Bechhoefer1last Thursday
59274Perhaps we see why Samsung had a few extra chips laying around.. to sell off lasSSDiesel1last Thursday
59273Fone profit share: Apple 92%,* Samsung 15%...., rest not so much. I heard this BeenRetired-last Thursday
59272Art, I think we will again agree to disagree :-) Sandisk does want to sell lowJCnieuwenj-last Thursday
59271+1 The only reasons Sandisk did not collapse (entirely) the last year are : * JCnieuwenj-last Thursday
59270Does loss of NAND flash market share mean the company is no good? While others Art Bechhoefer4last Thursday
59269Tim Cook took over Apple about the same time frame that Sanjay took the reins atjoncon63-last Thursday
59268Maybe someone can get Betsy's phone number and give it to Dan, I'm sure bigchad-last Thursday
59267Bank of America Raise to Buy but PO unchanged; 2H recovery a key catalyst We ushlomi cohen3last Thursday
59266Wonder why GS keep saying that SNDK is an M&A target. Apple is the perfect shlomi cohen-last Thursday
59265SanDisk share in the growing NAND market is shrinking [graphic] Conclusion: Thdan.rosengold2last Thursday
59264GS : Better 2Q; Buy on growth and M&A potential at a discount 2Q15 resultshlomi cohen-last Thursday
59263>>>We should revisit the question once someone else is shipping 48+ laysylvester80-last Wednesday
59262Dan -- Pullback to the mid 50s? Yet the stock sells at only 3 times book value,Art Bechhoefer2last Wednesday
59261"unanswered questions - SanDisk relative competitiveness in 3D not clear ??SSDiesel4last Wednesday
59260[graphic] Guidance for Q3 $1.35-1.45B depends largely on the timing of some largdan.rosengold4last Wednesday
592592nd half of 2015 looks good now but the question now is 2016.sylvester80-last Wednesday
59258Make that 61 on over 1.1m shares.Sam-last Wednesday
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