As far as stock price goes, SNDK fluctuates pretty much in line with the semiconductor group. If Intel and AMD go up, so does SNDK, even though the respective products are quite different. Even if the results for the quarter exceed expectations (very likely, particularly since the company did not give an earnings warning), the stock price will most likely continue to be tied to the key semiconductor stock performance, rather than reflect the particular merits of SNDK.
If that's the case, isn't there more safety in owning Intel? Shouldn't this misperception change someday? And isn't this what we're all counting on?
More importantly, would be some evidence that SanDisk is not playing just a commodity game, but that it owns IPR that is licensed and used by others to a degree that gives SanDisk a sustained competitive advantage. I remember that you asked SanDisk about this, and as I vaguely recall, SanDisk did not respond to you.
It's been a long time since I posted on this thread, but I do still hold my SanDisk shares. Appreciate your perspectives and timely thoughts here and elsewhere, Art.
best,
Apollo |
