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

To: clean86 who wrote (52568)	4/3/2012 5:45:30 PM
From: Si_Detective	Read Replies (1) \| Respond to of 60323

this is just to show what Apple does to the semi industry; "Apple's effect". Man, i'm rooting for underdog now...

To: clean86 who wrote (52568)	4/3/2012 5:52:01 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 60323

It would be unfortunate if SNDK had to rely on improved SSD sales to compensate for weakness elsewhere. SSD is still only a minor portion of sales. I think you got it exactly right when you noted that Apple likes embedded memory, avoiding slots for extra NAND. SNDK prefers selling NAND with value added things like controllers or SD or microSD envelopes. The new guidance says something about what's happening to the main demand for NAND in smartphones and tablets. It's all going to AAPL products, most of which use SNDK NAND as a secondary or lower priority supplier. Along with that, the best selling competition to the iPhone are models made by Samsung, which uses its own flash memory. Additionally, it is useful to recall that Eli often remarked that SanDisk was not interested in selling its TLC flash at bargain basement prices, even if it was less costly to produce than equivalent capacity MLC. They wanted to use TLC to improve their margins and, I suspect, ended up just plain selling less product altogether. Art