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Technology Stocks : WDC/Sandisk Corporation
WDC 285.99+1.2%Feb 9 3:59 PM EST
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From: Pam12/7/2005 8:28:16 AM
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There have also been rumors that SGTL may have lost the socket in Apple's new Shuffles that will be introduced in Jan. Tight Nand supplies are bad for SGTL but good for AAPL and PLAY. AAPL is in complete charge of the mp3 market. Also not to mention pressure on SGTL at the low-end from ACTS and Telechips, which by the way is doing great with entry into Samsung cell phones and of course Sandisk MP3 productlines.

-Pam

07-Dec-05 07:33 ET In Play Details of Sigmatel downgrade from Thomas Weisel (SGTL) 15.68 : Thomas Weisel downgrades SGTL to Peer Perform from Outperform, says that based on its checks, Q4 is likely tracking below expectations due to significant NAND flash shortages, which has resulted in weaker-than-expected demand among second and third-tier O.E.M.s; some O.E.Ms apparently are receiving only 50% of their flash orders. Firm also notes that competitive pressures are heating up, particularly at the low end of the market; adds that there is limited visibility on SGTL's 3600 product ramp. While the stock valuation already discounts a "healthy dose" of bad news, firm suggests shares will be range-bound due to its expectation of near-term downward estimate revisions coupled with greater uncertainty with the 3600/FM tuner ramp and the competitive concerns.
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