Technology Stocks: SanDisk Corporation (SNDK)  
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Share This Board Moderated By: clean86 -- (Moderated) -- Started: 1/31/1996 2:15:00 PM  Revision History

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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57734more details of the case from Reuters--I expect Sandisk to ask for at least whatSam-07/21/2014 07:18 AM
57733SK Hynix says Toshiba seeks $1.1 bln in NAND leak suit Elroy-07/21/2014 07:10 AM
57732"Dell Chromebook 11 with Core i3 CPU on the way"......................BeenRetired-07/20/2014 09:27 AM
57731Wham, bam, thank you NAND: SanDisk SSD sales soar Flash writing on the wallSam307/19/2014 07:18 AM
57730good luck with that one. According to Yahoo there are 28 analysts that have gichipper77-07/18/2014 04:45 PM
57729Put a bid in for $85 and wonder if it will get filled next week or I'll missclean86-07/18/2014 04:02 PM
57728Things are very different, lol. I could itemize more ways that this time is difjexzz-07/18/2014 01:43 PM
57727What's so wrong about running at full capacity? Those who heard the confereArt Bechhoefer407/18/2014 12:41 PM
57726yesterday told us that things aren't different this time, that the stock andSam307/18/2014 12:23 PM
57725If I remember correctly analysts were worried about almost the same thing, Sandijexzz-07/18/2014 11:54 AM
57724"SIMO is cheap. SNDK is about right." -- That is, if the markets holjexzz207/18/2014 11:52 AM
57723The one with debt is less expensive on a valuation basis. The company with debArt Bechhoefer207/18/2014 10:38 AM
57722Both trade options seem to be reasonable alternatives but was the extra bit realElroy-07/17/2014 09:20 PM
57721Book value is useful because, even though it ignores the value of patents develoElroy-07/17/2014 09:19 PM
57720Today sucked really bad to say the least and I think that can make people a littbigchad707/17/2014 06:57 PM
57719Not true at all and I would have seen Elroy's reply as much greater an offenclean86107/17/2014 04:40 PM
57718Clean, I consider your reply as moderator of this board as totally inadequate tooldbeachlvr-07/17/2014 03:54 PM
57717Both trade options seem to be reasonable alternatives but was the extra bit realclean86-07/17/2014 02:53 PM
57716Was there any reference to eMMC as the source of the lower margins? I think theBargain Hunter-07/17/2014 01:34 PM
57715eMMC margins can be lower if there are multiple suppliers and more competition. Art Bechhoefer107/17/2014 12:21 PM
57714The price–earnings ratio is only one of several factors that are useful in valuiArt Bechhoefer-07/17/2014 12:19 PM
57713It appears that more people agree with beachlvr. Just received this in my eTradUnwelcomeguest-07/17/2014 11:49 AM
57712Recap of analyst comments/ratings so far: 1) JPM raise $87 to $100 2) Jeffrieschipper77307/17/2014 11:46 AM
57711Short term SNKD trade. There is such an over reaction to last night's ok earElroy107/17/2014 11:34 AM
57710Short term SNKD trade. There is such an over reaction to last night's ok eaoldbeachlvr-07/17/2014 10:41 AM
57709They might push the price down a bit more in a rush to the exit.... You are notjoncon63107/17/2014 09:50 AM
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