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SanDisk Corporation (SNDK)
An SI Board Since January 1996
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59879 496 1 SNDK
Emcee:  clean86 Type:  Moderated
To all participants: Welcome to the WDC/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 WDC/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 WDC/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 WDC/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, WDC/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 WDC/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
59879No disrespect, but on what basis do you see the prospects for $86.50 as better tSiliconAlley-yesterday
59878I agree, WDC at 13B$ revenue (shrinking) is still making 1.1B$/year (2015, shriBruno Cipolla-yesterday
59877"Am I missing anything?" Maybe. WDC is taking on substantial debt in oArt Bechhoefer-yesterday
59876FYI: I've rolled about half of my SNDK holdings into WDC shares. On the averBruno Cipolla-yesterday
59875I doubt it will remain in the 110-112 range. The Japanese govt seemed comfortablSam-yesterday
59874As the yen gets stronger, it is a major headwind for SNDK and MU. Their costs ioldbeachlvr-yesterday
59873Barclays Plc, the world’s third-biggest currency trader, raised its year-end forBruno Cipolla2yesterday
59872 "Xitore Announces DRAM Bus-Attached SSD".............................BeenRetired-Wednesday
59871Is the Xitore controller designed to be used with DRAM or with non–volatile memoArt Bechhoefer-Tuesday
59870 Xitore controller a game changer?..............................................BeenRetired-Monday
59869Samsung Shelves Expansion of Semiconductor Plant in China - See more at: busSam3February 4
59868The SanDisk – Toshiba joint venture, as I understand it, was for SanDisk to provArt Bechhoefer-February 4
59867 Toshiba loss balloons to $6B...................................................BeenRetired-February 4
59866SanDisk is already shipping BiCS according to 4Q ER.............................BeenRetired-February 4
59865Very interesting view. So, do you think that if WDC ends up buying SNDK, they wArt Bechhoefer-February 3
59864 "no reason to produce 3D NAND or 3D XPoint if you have...BiCS PCM"...BeenRetired-February 3
59863 In a ten 9s world, SanDisk king................................................BeenRetired-January 30
59862QLGC CC: "the faster growing All-Flash array customers"...............BeenRetired-January 29
59861Yen Tumbles More Than 2% as BOJ Adopts Negative Interest Rates http://www.bloomSam-January 28
59860Western Digital Clock Reset Shows Hurdles for Tsinghua Sale http://www.bloomberSam-January 28
59859Western Digital Corp ( WDC) released earnings for second quarter that fell fromBruno Cipolla1January 28
59858<< But to reduce what risk there was in holding shares, I sold covered caldavid1951-January 28
59857David, you can be excused for reacting to all the negative pressure on SNDK. BuArt Bechhoefer2January 28
59856Thank you, Art! I hate to admit it, but all of that fear and uncertainly finallydavid1951-January 28
59855The security issue surrounding the WDC – SNDK acquisition is probably a non issuArt Bechhoefer1January 28
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