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Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (27900)	4/14/2005 11:29:20 PM
From: pompsander	Read Replies (2) \| Respond to of 60323

SNDK had forecast a 15% drop in ASP for NAND in this quarter. the Samsung 9% drop at the production level would seem to validate that pricing stayed stronger this quarter than had been expected. Love that comment about not keeping up with NAND demand.

To: slacker711 who wrote (27900)	4/15/2005 7:57:38 AM
From: slacker711	Read Replies (1) \| Respond to of 60323

Samsung earnings slide presentation.........they increased their demand forecast from 130% to 170%! samsung.com • NAND : Strong NAND demand in MP3 players and steady demand growth in high density segment - Blended ASP : Mid $8 (1G equiv.), 9%? · Price cuts to expand high density products demand - Bit Growth : 38%? (increase from the previous 12% target) · Inventory reduction : 2 wks (’04 year end) ? below 0.5 wk (March) - Partial production allocation from DRAM to NAND (Line 12) • Further cost leadership through 12” capacity? & process migration - DRAM : Line 13 ? 30K Wf./mo. (March end), 90? transition under progress - NAND : Line 14 ? mass production starting in July, 70? & MLC from 2Q NAND Production 1Q 2Q 3Q 4Q 70nm 5% 20% 30% 90nm 85% 80% 70% 60% 4Gb 5% 45% 70% 2Gb 75% 75% 40% 15% snip.................... • Steady NAND demand growth in ’05 - Yearly NAND demand outlook revised upward: 130% ? =170% · Demand increase in MP3 Player & Handset - Persistent shortage especially in high density product segment · Expansion of Gigabyte product segment: MP3 Player, Camcorder, etc.