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Strategies & Market Trends : Befriend the Trend Trading

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Dec 5 4:00 PM EST

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From: Dr. Stoxx	10/10/2005 9:00:22 AM
	of 39683

08:12 SNDK SanDisk: Compelling long-term growth story with strong near-term fundamentals - Thomas Weisel (52.76 ) Thomas Weisel is positive on SNDK, calling it uniquely positioned to benefit from the emergence of the Portable Data Lifestyle. Multiple recent data points support firm's thesis that 2006 represents a tipping point, with the acceleration of demand for high capacity, converged, data-rich portable devices. In addition to compelling long-term growth story, firm suggests several positive drivers for Q4 as well: 1) Q4 flash card ASP declines to be modest, 2) overall flash supply tightness to allow co to manage mix towards higher ASP/margin products, 3) a significant increase of SNDK bundling cards into the handset mkt, and 4) DSCs likely to have compelling price points.

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