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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54946production scale -- Sanjay again And then, we take all of this technology and Sam-03:45:16 PM
54945Sandisk capacity considerations-- Sanjay again Now let me comment on capacity cSam-03:42:54 PM
549443D and future die shrinks; Sanjay again I will talk about our technology and coSam-03:40:18 PM
54943from Analyst Day--Sanjay's opening comments that have to do with supply growSam-03:28:04 PM
54942Here is a mobile DRAM report from DRAMeXchange. While Sandisk doesn't producSam-01:26:58 PM
54941This is interesting. LSI® Achieves No. 2 Position in Enterprise PCIe®FUBHO-10:58:59 AM
54940Yes, I know about that unfortunate hedging. But they've only hedged about haSam109:36:19 AM
54939the Elpida takeover (and, related to that, the weakness of the yen, which will gdan.rosengold207:27:49 AM
54938Opinion on OCZ. Headed for $0. OCZ: It's Dead And Done May 16 2013, 14:48FUBHO-12:50:05 AM
54937Dan, IMO it isn't possible to put a firm valuation on MU right. It is tradinSam205/17/2013 04:25 PM
54936Does Tepper make ANY investment for the long haul? I doubt it. His loading up Art Bechhoefer-05/17/2013 01:24 PM
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