Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Bill Wexler's Trading Cabana -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (1034)	4/28/2006 7:19:10 PM
From: RockyBalboa	Respond to of 6370

Thanks for bringing up SNDK... "While not giving a second-quarter earnings or revenue outlook, SanDisk said it expects its component prices to drop by 20% from the first quarter." --> the last time I saw something pretty like that it foretold a cooling of the love affair with the street and protracted declines in stock prices... And, some view the combined LEXR, MU might try to eat a larger chunk of SNDK business so this is also a negative. Many don't understand why SNDK didn't gobble it up earlier as it would have went pretty cheaply [and then, SNDK first jumped a lot on thr rumor that it is possibly taking it away from MU]. SNDK mini competitor LEXR posted again a larger loss, which is meaningless in its last quarter as a standalone company. As you mentioned, anything except mobile handsets is pretty flatlining... well at one point the demand for handsets will also wane (even if that stuff has short lifecycles these days making suppliers possibly less cyclical then for example, boxmakers).