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


To: Pam who wrote (30849)1/5/2006 12:00:58 PM
From: slacker711  Read Replies (2) | Respond to of 60323
 
The 8Gb NAND chips, co-developed by Toshiba and SanDisk Corp,
are now in full production on 70nm production lines in an advanced wafer
fabrication facility at Toshiba Yokkaichi Works run by Flash Partners, Inc., a
joint venture of Toshiba and SanDisk.


One word....Wow!

The capacity ramp over the next two quarters is going to be absolutely unreal.

Samples of the 16Gb Toshiba TH58NVG4D4CTG, 16Gb NAND Flash will be
available in January 2006, priced at $79.00 each.


I fully expect Sandisk to initiate a substantial price cut in the next month. They are going to cut prices hard and grab share like there is no tomorrow :-).

Slacker



To: Pam who wrote (30849)1/5/2006 12:03:37 PM
From: pompsander  Respond to of 60323
 
"The 8Gb NAND chips, co-developed by Toshiba and SanDisk Corp,
are now in full production on 70nm production lines in an advanced wafer
fabrication facility at Toshiba Yokkaichi Works run by Flash Partners, Inc., a
joint venture of Toshiba and SanDisk."

Sweet....Gross margin levels just got another buffer. Prices will fall in accord with Plan and other players will get beaten to a pulp (aka Lexar).



To: Pam who wrote (30849)1/6/2006 9:43:51 AM
From: Sam  Read Replies (1) | Respond to of 60323
 
SanDisk Launches High-Capacity Flash Memory Cards for New Verizon Wireless V CAST Music Service
Friday January 6, 8:00 am ET

SanDisk Expands Mobile Line with Larger Capacities of miniSD and microSD Cards to Store Hundreds of Songs That Can Be Played on Phones and PCs

LAS VEGAS--(BUSINESS WIRE)--Jan. 6, 2006--SanDisk® Corporation (NASDAQ:SNDK - News) announced today that Verizon Wireless Communications Stores will sell SanDisk's newest and highest capacity flash memory cards for mobile phones in anticipation of consumer demand for Verizon Wireless' new V CAST Music service. The announcement was made at the Consumer Electronics Show (CES), where SanDisk is demonstrating several new products at Booth 30329, Level 3 of the South Hall in the Las Vegas Convention Center.

..."We believe that 2006 will be a milestone year for network operators and handset manufacturers to provide consumers with an array of content that can be downloaded virtually anywhere, anytime on their mobile phones," said Jeff Kost, SanDisk's vice-president of handset business. "Flash card slots in mobile phones are proliferating in response to new usages and services, which are driving the demand for higher capacity memory. We are delighted to supply Verizon Wireless Communications with our highest capacity cards to give their customers the storage they will need when acquiring tracks from the V CAST Music service."

Using the Microsoft Windows Media platform, V CAST Music runs on Verizon Wireless' broadband network. The library of music is expected to include one million songs by spring from major labels such as Warner, EMI, Universal, Sony/BMG and independent provider, The Orchard.

Verizon Wireless customers will be able to download songs over the air and store them on SanDisk flash cards, where they can be played on the phone as well as transferred to a Microsoft Windows-based personal computer.

...Verizon Wireless plans to launch V CAST Music on January 16 with several phones, including the Samsung a950 and the LG VX8100. Both are clamshell V CAST-enabled phones with 1.3 megapixel digital cameras. The Samsung a950 has a microSD card slot that features an external thumb dial to select music files; the LG VX8100 has a miniSD card slot.

SanDisk introduced its line of mobile cards and MobileMate(TM) portable flash card readers in Verizon Wireless Communications Stores in the last quarter of 2005. They are sold in co-branded Verizon Wireless/SanDisk packaging. The new SanDisk 1GB microSD and 2GB miniSD mobile line flash memory cards are expected to be available through those stores in February.

biz.yahoo.com