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Technology Stocks : WDC/Sandisk Corporation
WDC 166.10-2.3%Nov 12 3:59 PM EST
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To: slacker711 who wrote (26393)7/16/2004 11:52:20 AM
From: slacker711  Read Replies (3) of 60323
 
As always, Samsung has among the most comprehensive conference calls of any company I follow.

samsung.com

Random (and probably not complete) notes....

- They see a rapid recovery in NAND flash market as price cuts drive new demand.

- Percentage of 512MB

Q2   10%
Q3   20%
Q4   30%


- They had 34% production bit growth and 9% shipment bit growth in Q2. The difference resulted in 3 weeks of inventory vs. zero inventory in the prior quarter. They consider three weeks of inventory "optimal".

- Q3 bit growth of 50%. Overall growth in '04 is now 193%. They anticipate '05 bit growth of at least 100%

- Best case scenario for YoY price drop is now 26%.....worst case is 36%. 36% was their original guidance.

- July order backlog quite healthy

- Samsung saw more of an order slowdown from Sandisk than Lexar during Q2.

- The overall NAND flash market should be very healthy until the end of '06.

- They originally planned to debut MLC in an 8Gb chip....but they cant get the needed 63 nanometer equipment until the end of next year. They are now aiming for a 4Gb MLC chip in the second quarter of next year.

- They anticipate having >70% of production in 90 nanometer in Q4. 2 gigabit chips should represent 65% of production.

- MLC results in about a 25% bigger chip but double the density....so costs are about 30% lower.

Slacker
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