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To: All Mtn Ski who wrote (5357)	7/21/2005 12:47:33 PM
From: Proud_Infidel	Respond to of 5867

Re: They did (not by a whopping amount) In case anyone is keeping count, that is twice this year. Re: so the CAPEX raise probably won't affect them. Only so far as apparenly there is a great demand for electronic goods and computers.

To: All Mtn Ski who wrote (5357)	7/22/2005 11:47:24 AM
From: etchmeister	Read Replies (2) \| Respond to of 5867

At a 52 week high short sellers should be under water - too bad. The advantage of decreasing the targets makes it easier to beat the targets - I don't think memory spending is rolling over in a way the sell side is hoping for, I think the memory segment is in the process shifting over to 300mm (the chance Intel and AMD making money in flash memory by using depreciated logic fabs are probably a thing from the past). You either lead or you get out of the way. To: anandnvi who wrote (28519) 7/15/2005 4:03:16 PM From: Pam Read Replies (1) of 28569 That's yesterday's news. Today's news was this- SanDisk: Samsung results as expected and favorable for SNDK - UBS (SNDK) 26.86 +0.28 : UBS says that Samsung's 7% quarterly decline in NAND Flash pricing suggests a more stable ASP environment than the June quarter Spot market declines and SigmaTel (SGTL) comments may have implied. Firm says a key takeaway is that leading edge MLC manufacturing is coming online consistent with expectations. Firm believes that Samsung and SNDK/Toshiba are running down a manufacturing cost reduction curve in 2005 at a rate well ahead of rivals, and price declines in 2H05 will thus likely be manufacturing-driven, supportive of healthy gross margins, and able to drive new usage models and adoption levels in megapixel handsets and MP3 applications. Maintains Buy and $40 tgt on SNDK. -Pam BTW: looks like too many were betting against SNDK; they did it agin despite the devastating price erosion but the cheaper it gets the more applications are opening up. You just need manufacturing muscles