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To: BUGGI-WO who wrote (4022)7/21/2008 7:14:30 PM
From: Joe NYC  Read Replies (1) | Respond to of 4590
 
Buggi,

SNDK gross margin on product revenue was 3.3%.

I don't quite understand SNDK arrangement with Toshiba, but those gross margins are dismal...

Joe



To: BUGGI-WO who wrote (4022)7/23/2008 2:40:26 AM
From: BUGGI-WO  Respond to of 4590
 
OT - Sandisk
blogs.barrons.com

I really want to see Hynix, Toshiba's numbers for NAND - Intel
ones are mainly "hidden", QI is practically out of NAND and
will report huge losses on Thursday and Samsung is protected
due to other business segment, but I'm interested to see these
numbers too. Looks like the whole sector (NAND) will cut
capex plans by a "gigantic" margin. I wouldn't be surprised
to see 2009 numbers in the 20-40% range of 2008.

BUGGI