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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
59519Apple may be dropping their contract with VMware. Any opinions on how this mightdavid19511yesterday
59518 SanDisk Industrial XT card for IoT.............................................BeenRetired1yesterday
59517TrendForce Anticipates Flash-Related Devices Becoming a Developmental Focus in Sam2yesterday
59516It is not at all clear what 3D Xpoint is. Some think it is phase change memory,oldbeachlvr-Sunday
59515I tried to find confirmation that the SanDisk/Toshiba Fab 2 shell work, projecteBargain Hunter1Sunday
59514Thanks for that info, OBL. The part about converting capacity from planar NAND Bargain Hunter-Sunday
59513Is NAND as RAM replacer a better solution than 3D XPoint?.......................BeenRetired1Sunday
59512Bargain Hunter, MU is doubling the size of their Singapore Fab. Until the builoldbeachlvr-Sunday
59511Items from the MU call that I found interesting (some of these have already beenBargain Hunter-last Saturday
59510 No way to value 3D, InfiniFlash, ULLtraDIMM, low volt NAND as RAM replacer.....BeenRetired1last Saturday
59509I've been on every MU quarterly call for the last 3 years. Their communicatiCharlie Smith1last Friday
59508 <i>We expect the majority of our NAND production on 3D by late calendar 2Elroy-last Friday
59507<i>We expect the majority of our NAND production on 3D by late calendar 20Elroy1last Friday
59506MU's cc excerpts Demand for NAND is relatively stable. We are encouraged byJCnieuwenj2last Friday
59505Autos: Sales pace upped to 18.3M................................................BeenRetired-last Thursday
59504 Whole Foods cuts staff while upping Tech spend.................................BeenRetired-last Thursday
59503 Gee whiz, slime street told me Armageddon, last SSS sold.......................BeenRetired-last Thursday
59502Kudos on a stellar post!david19511last Wednesday
59501Well, the article does show "why" the future is not (yet) like the paBargain Hunter2last Wednesday
59500Received in my eTrade account today: Tue Sep 29 10:17:52 2015 SNDK has been inUnwelcomeguest-last Wednesday
59499The likelihood of a B/O by WDC has increased dramatically. WDC needs to expand bdan.rosengold1last Wednesday
59498SanDisk (SNDK) Stock Gains After Unisplendour's Western Digital Investment Elroy-last Wednesday
59497 Hmm...32-layer "highest bit density NAND die around in 2016" Hmm... BeenRetired1last Wednesday
59496Well, the article does show "why" the future is not (yet) like the pasJCnieuwenj-last Wednesday
59495That article registered another hit on my b*llsh*t detector. It is hard to beliBargain Hunter7last Tuesday
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