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

To: slacker711 who wrote (32606)	6/22/2006 10:16:36 AM
From: Sam	Read Replies (2) \| Respond to of 60323

"The demand (for NAND flash memory) and prices have been growing since mid-May," Chu said Thursday. He said Samsung expects its profit margin on NAND memory chips to rise from the current 30 percent to 40 percent in the third quarter to September. Slacker, thanks for posting those articles on Samsung. I presume that Sandisk should be able to generate better margins than Samsung, especially with their reduced purchases from Samsung (though they said in the last CC that those reduced purchases won't show up until the 3rd quarter due to lead times). Still, this quarter should be a pretty good one and the Sept and Dec quarters very good ones, perhaps even outstanding ones (presuming that things like power outages and typhoons don't screw things up).