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WDC/Sandisk Corporation
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60299 491 2 WDC
Emcee:  clean86 Type:  Moderated
To all participants: Welcome to the Western Digital/Sandisk Corporation(WDC) 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
60299Has anybody seen a transcript of yesterday's call?joncon63-7 hours ago
60298I agree. I did wind up adding to my positionjoncon63-yesterday
60297Holding WDC through the call is a little stressful, but in light of recent upgradavid1951-yesterday
60296Well now that the banter between Art and SA has been banned, it certainly is easjoncon63-yesterday
60295 " iPhone 7 component leak shows 256GB SanDisk "......................BeenRetired-Monday
60294Did demand AND unit price drop, or just unit price? Also, it's been clear fArt Bechhoefer1last Friday
60293"Global 1Q16 NAND flash market posts 2.9% decrease"...................BeenRetired-last Friday
60292Thank you for the link..An excellent find..Worth the time..franklin1-May 19
60291Hello, some more info about that is to be found here : At presJCnieuwenj2May 19
60290I'm not aware of QCOM supplying NAND chips, and don't think that is the Flasher-May 18
60289 PLAB CC: "cross-over for 3D NAND is still not great".................BeenRetired-May 18
60288And,...QCOM and Samsung ARE competitors. QCOM supplies um chips. so............BeenRetired-May 18
60287Western Digital and Sandisk have always named each other as competitors. Intel Flasher-May 18
60286 "I know WDC had a big SSS share before SanDisk." Already SNDK NAND? BeenRetired-May 18
60285David -- Now you raise another interesting question, whether the cost basis for Art Bechhoefer1May 18
60284Thank you, Art. Looking at my cost basis for WDC, I have shares acquired throughdavid1951-May 18
60283David -- If you sell shares at a profit (i.e., above the cost basis), then you cArt Bechhoefer1May 18
60282Art, speaking of reducing risk, I have a question regarding my shares of WDC. Whdavid1951-May 18
60281I wrote covered calls with a strike price of $80 on a portion of my SNDK holdingArt Bechhoefer-May 18
60280Kudos to you, Art on your long term covered call positions. Now I'm curious david19511May 18
60279The ". . . phase-change memory breakthrough . . ." could be among the Art Bechhoefer1May 18
60278NLST CC: Samsung 5 year Co-op on DIMM SSS.......................................BeenRetired-May 18
60277 "IBM announces phase-change memory breakthrough" concern is WDCBeenRetired-May 18
60276SiliconAlley returns as Flasher! Perhaps a mirror would be a better friend for SSDiesel-May 17
60275You're kidding... Only one alias per person SI.FUBHO-May 17
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