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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
58193 SK Hynix third-quarter profit at record high on firm chip demand Sam-4 hours ago
58192Excerpts from LRCX's Q3 CC (focusing on memory related points). The completeSam-5 hours ago
58191 EMC CC: "Emerging Storage products grew 47%".........................BeenRetired-yesterday
58190Best Buy sells the 64GB Connect for $100, although I've seen it on sale for Sam-yesterday
58189Well, funny you would bring that up. When I was looking over the new iPhone 6 aUnwelcomeguest-yesterday
58188UWG, thank you for your comments and observations. I currently have a 4 because Greg Hull-yesterday
58187<<If so, they are wrong. Who would start it and why?>> Good point.david1951-yesterday
58186If so, they are wrong. Who would start it and why? >>Does the market feaSam-yesterday
58185Thanks for your comments, UWG. But I am surprised that you were running short oSam2yesterday
58184Since those comments appear to be centered largely around the iPhone 6, I can ofUnwelcomeguest1yesterday
58183<<Whenever Apple has released a new iPhone, each model with additional stodavid1951-yesterday
58182TrendForce: iPhone 6 increases demand for NAND flash in smartphones Sam2yesterday
58181SanDisk sez same thing, too much demand. Gets whacked. Hmm.....BeenRetired-yesterday
58180A really good article on Enterprise SSD market. I was quite reassured about SanJCnieuwenj1yesterday
58179Maybe a little short covering, but IMHO it was just plain oversold. Apple's Sam2Tuesday
58178The short position in SNDK declined from about 17 million to 15 million in SepteArt Bechhoefer-Tuesday
58177sec wrist slap for '09 manipulation. Taking too little too late to new low.BeenRetired-Tuesday
58176More color on Apple's quarter from Tech Trader Daily-- Apple: ‘We’re Not NeSam-Tuesday
58175TrendFroce: Global smartphone shipments reach 310 million in third quarter as ApSam2Monday
58174Tim Cook on Mac sales--"Up 21% in a market that's shrinking, it just doSam1Monday
58173IBM CC: "We again saw strong contribution from our FLASH systems" We BeenRetired2Monday
58172Apple beats-- Apple Earnings Jump 13% on Strong iPhone Sales--Update DOW JONESSam-Monday
58171you know that is Sandisk_rocks don't you? LMAO!!!chipper77-Monday
58170Would it be possible for you to share your chart of stock rotations with the resUnwelcomeguest1Monday
58169Cyclical rotation is what it's all about, yet most here don't like that oled_future-Monday
58168Sam -- Wearables that monitor bodily functions might use a fair amount of flash Art Bechhoefer2Monday
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