WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 181.54

+1.1%

Dec 26 9:30 AM EST

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To: slacker711 who wrote (27250)	1/14/2005 12:15:20 AM
From: slacker711	Read Replies (3) of 60323

Samsung earnings presentation available here. samsung.com Overall, the Samsung bit machine rolled on....NAND bits up 36% (vs. 20% predicted) with ASP's down 17% (vs. predicted decline in the teens). They see bit growth for the first quarter of 15% and a 10-12% ASP decline. They characterized the market as being a little bit in shortage for the first quarter. They think that will be true as well in the second half. The 17% ASP decline would seem to translate to about a 35% ASP decline for Sandisk. That would be better than some of the worst case analyst scenarios....but we still need to know the bit growth. At least the numbers that Samsung is predicting for the first quarter seem benign. I'll try and post some more comprehensive notes tomorrow.... Slacker

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