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Technology Stocks : Formerly About SanDisk -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (619)	2/1/2010 10:23:27 AM
From: sylvester80	Read Replies (1) \| Respond to of 1161

What you should worry about is that SNDK's IP, no matter how you look it, is DECLINING. They can't even get a freaking SSD out. SNDK has become just a commodity company. And its long term PE would reflect that going forward. They have nothing of IP value any more. And in fact NAND reliability and endurance as cells shrink will shrink as well. And so will SNDK's fortunes. And history tells us that the probability of the next big thing to replace NAND will not come from the same company. So I will continue trading SNDK. Never again will I buy and hold SNDK.