Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 344.71

-1.1%

Jan 23 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (40333)	9/22/2008 6:12:06 PM
From: Sam	Read Replies (1) of 95761

re: Savitz on Toshiba bidding for Sandisk For some reason Savitz has been pushing a Sandisk-Samsung merger. He had a column last week which was subtitled something like "Is Sandisk Management Insane?" The article quoted about 4 or 5 analysts who have been pretty consistently wrong on Sandisk in recent years, missing the big runs up with "Hold" recommendations, and the big runs down with "Buys". And he neglected entirely to quote analysts like Jim Handy who very succinctly summarized the opposing view (i.e., that Sandisk ought to fight the takeover, or at the very least demand a much large price). If the merger does go through, Samsung will dominate the flash sector for the foreseeable future, IMHO. At least until something actually replaces MLC & SLC flash as they current exist. And Sandisk even has 3D architecture that may be the thing that replaces it, although that is still speculative--any number of other parties have claimed the same thing.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next