WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 172.26

-2.2%

Dec 31 3:59 PM EST

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To: clean86 who wrote (52083)	1/26/2012 2:17:12 AM
From: FJB	Read Replies (1) of 60323

The SSD update didn't sound too bad: Switching to our Enterprise SSD business, we delivered strong sequential revenue growth in the fourth quarter. Our sales in this new market stems from the leadership of our SAS SSDs and our vertically integrated business model. Today, SanDisk is a leading supplier of SAS SSDs to Tier 1 storage and server customers. Customer response to ourSSD solutions has been very favorable, and our Enterprise SSDs remain on plan to migrate to our captive memory beginning the second quarter of this year. We are further expanding our product portfolio with our PCIe and SATA SSD products, both of which we have already started sampling to Enterprise customers. Overall, I'm very excited about SanDisk's growth prospects in the enterprise market and expect to see accelerating momentum in 2012. For the Client SSD market, the combination of the increasingly attractive price point and the significantly improved user experience is fueling consumers' transition to SSDs from hard disk drives. We have been successful with our small form factor client SSD, and now they are being increasingly adopted by PC OEMs into their newer tablet platforms in both stand-alone SSD and caching configuration. We have also begun sampling our high-performance client SSDs at PC OEMs. Our Client solutions offer compelling value propositions to our customers. Our innovative systems solutions deliver industry-leading power and performance characteristics in the smallest package footprint. To achieve this, requires D [ph] system design and implementation capabilities, and these are part of SanDisk's core strengths. To conclude my comments on SSDs, we expect 2012 to mark the inflection point of SSD growth for SanDisk, with both the Enterprise and Client markets becoming strong contributors to our revenue growth in 2012 and beyond.

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