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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
58811Elroy -- If you like SIMO, you must like it because of the rapidly growing demanArt Bechhoefer35 hours ago
58810A lot of buy or sell decisions are made not on the fundamentals, and even less lArt Bechhoefer25 hours ago
58809 A happy piece.. This man built an $18 billion Silicon Valley company — after tfranklin119 AM
58808<i>What that should tell you is that book value is well below intrinsic vaElroy-yesterday
58807I'm not going to be very popular here, and I have been in and out of SNDK seJ.B.C.1yesterday
58806The trend is your friend In SNDK this is true more than not for most of 13& MorganBucks-yesterday
58805InfiniFlash & ULLtraDIMM. A host of new client stuff. 48 layers. 2D andBeenRetired-yesterday
58804I just heard Cramer's latest comments on SNDK, on a CNBC video shown on YahoArt Bechhoefer3yesterday
58803Wow, Dan! That's pretty pessimistic, suggesting a drop into the $40s. But Art Bechhoefer1yesterday
588021) "The change in first quarter revenue estimate is primarily due to certaidan.rosengold1yesterday
58801Yes, UWG, I can tell you're upset, but you still need to look at the fundameArt Bechhoefer4yesterday
58800About a year ago, I shifted my mix to about 2/3 long shares and 1/3 leaps to lesUnwelcomeguest-yesterday
58799If memory serves me, you went heavy with leaps.......................... I'BeenRetired2yesterday
58798I think everyone knows the agenda for these law firms. They don't have a clUnwelcomeguest1yesterday
58797"Whether that's hft, or dark pools, or order types, data&quBeenRetired-yesterday
58796Though it's a bit reckless to predict earnings at $2.85/share, as Dan shows Art Bechhoefer2yesterday
58795crooked swiss is in court weekly for corruption......................... "BeenRetired1yesterday
58794Hyperbole on steroids: "SanDisk slashes guidance"....................BeenRetired-yesterday
58793I do remember STEC, but I wasn't in SanDisk or reading SI at the time. Agreedavid1951-yesterday
58792vermin ambulance chasers..................................................... BeenRetired-yesterday
58791I wonder if MU will also face the same significant problem of higher initial cosdavid1951-yesterday
58790What are people's guesses - the SNDK weak Q1 will be SNDK specific, or will Elroy-yesterday
58789[graphic] [graphic] [graphic] Notes: 1. The analyst expects 2015 revenue/Gdan.rosengold3yesterday
58788Excerpt from Merrill report, posted this morning-- Cutting PO by 15% to $85: muSam-yesterday
58787anandtech on Toshiba/Sandisk's 3D Toshiba Announces 48-layer 128Gbit 3D NANSam-Thursday
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