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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

3:59 PM EST

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To: BeenRetired who wrote (60072)	4/8/2016 12:09:48 PM
From: Art Bechhoefer	2 Recommendations Recommended By david1951 franklin1 Read Replies (2) of 60323

Samsung has a history of trying to gain market share, regardless of margins. They did this to SanDisk about ten years ago, forcing prices of NAND flash chips so low that SanDisk had to renegotiate its joint venture agreement with Toshiba. So it's no surprise that they are now trying to capture market share from Apple at the high end and at the same time try to prevent some of the lower cost Chinese made phones from grabbing too much market share. The good news for SanDisk is that the new Samsung Galaxy S7 and S7 Edge are selling well above expectations, with an estimated 9 million sold in the first month, compared with earlier estimates of 7 million. These phones contain a slot for a microSD card, and many new users (myself included) are buying SanDisk microSD cards to add to the 32 GB internal memory. I recently bought two SNDK 64GB cards at BestBuy for something close to $22 each. The other good news is that Samsung appears to be having margin issues with its SSD for servers, whether planar or 3D units. This should allow SanDisk and Western Digital to capture some market share in the enterprise server market. Art

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