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

To: slacker711 who wrote (33363)	9/8/2006 11:43:43 PM
From: masa	Read Replies (2) \| Respond to of 60323

Kind of difficult to believe that a company like Nokia buys memory cards (=kind of commodity) from a single source. I bet somebody else will get a deal, too. Will the second source be SanDisk, I admit I don't know. Depends on how competitive SanDisk really is (I tend to believe that it is competitive enough). What I know is that Nokia has felt SanDisk to be some kind of an enemy, but I have seen signs that that attitude has been softening. I mean, a deal from Nokia would be a big win for SanDisk.

To: slacker711 who wrote (33363)	9/12/2006 7:55:27 AM
From: slacker711	Read Replies (1) \| Respond to of 60323

Some positive NAND datapoints from Samsung presentation.... samsung.com Price stabilization & strong demand in Q3 - More end-products adopting higher density of NAND · MP3P: New models with more embedded NAND (4GB~8GB) · Flash Card: High Density(>1GB) portion is increasing · Handset: Introduction of 4GB embedded NAND music phones - Channel inventory adjustment completed since mid August · Demand recovery for major flash card makers NAND : Q3 trend & 2H outlook NAND: Seasonal pick up, turn into shortage in 2H - High density MP3P and Flash Card demand increase - SEC’s the portion of 60nm and MLC is increasing · MLC portion 35%/Q3 60%/Q4 · 8Gb is creating additional demand by penetrating into new products Q1 Q2 Q3 Q4 60nm 2% 25% 50% 75% Slacker