Technology Stocks
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
58364Just going from distant memory, but the diagram in this article looks like some Sam1yesterday
58363Yes. They are separate suits.Sam-last Friday
58362Since SNDK actually "owned" the IP and Toshiba was just a licensee, onoldbeachlvr1last Friday
58361Are Toshiba and Sandisk both suing SK separately, or does that settlement you liElroy-last Friday
58360I am sure that Hynix would love to settle with Sandisk for less than $300m. The Sam-last Friday
58359I wonder if SNDK gets any benefits from Hynix as a result. After all, Toshiba rArt Bechhoefer-last Friday
58358Looks to me like Hynix is getting off very very cheaply. At least, according to Sam2last Friday
58357SanDisk PT Lowered to $109.00 (SNDK) Posted by Kristian Gore on Dec 18th, 2014mark.hanna1last Thursday
58356Anybody know what just happened? UWGUnwelcomeguest-last Thursday
58355Stifel reiterated Sandisk as a Buy with a PT of $109 today. Doesn't seem toUnwelcomeguest-last Thursday
58354New customer for UlltraDIMM : a storage vendor... Tegile (whose Sandisk is an iJCnieuwenj1last Thursday
58353Nomura has a considerable history of downplaying technology stocks, including thArt Bechhoefer2last Tuesday
58352SNDK neutral at Nomura from Schwab news feed: [graphic]oldbeachlvr1last Tuesday
58351 SanDisk: Summit Ups to Buy on Weaker Yen, GainSam1last Monday
58350More background on WD's purchase of Skyera from searchstorage -- Western DSam-last Monday
58349I just saw this piece from last week by John Scaramuzzo of Sandisk. Top PredicSam-last Monday
58348WD purchases Skyera to infuse HGST with all-flash array technology WD purchases Sam2last Monday
58347Sandisk upgrade to BUY (from hold) at Summit Research theflyonthewall.comchipper77-last Monday
58346 Sam-December 11
58345Xiaomi banned from selling, importing phones in India: Report timesofindia.indSam-December 10
58344 The SanDisk Ultra MicroUSB drive lets you share data between an Android dSam2December 9
58343No NAND's land: Flash will NOT take over the data centre JCnieuwenj-December 9
58342Samsung SSD 850 EVO Reviewd My highlighting below... I also find it interestingJCnieuwenj1December 9
58341TrendForce: In 2015, Lenovo, Huawei and Xiaomi will Compete to Be Top Chinese SmSam2December 8
58340TrendForce: NAND Flash Industry Value Poised to Grow More than 10% in 2015 Sam4December 8
58339LLNL HPC: All flash by Saratoga Speed cost effective replacement of DRAM........BeenRetired-December 7
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