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

To: Sam who wrote (52578)	4/3/2012 6:36:12 PM
From: OrionX	Read Replies (1) \| Respond to of 60323

"BTW, Hynix is another NAND supplier, and they sell to Apple. Apple wants to buy raw NAND, they don't want the higher value NAND solutions that Sandisk wants to provide." Yes, I know there are smaller players like Hynix but Apple wants a consistent supply in volume. Take out Toshiba/Sandisk, Samsung and Micron, and Hynix alone won't cut it for Apple. Samsung and Toshiba are the big suppliers and I firmly believe Samsung is pulling the prices down to the detriment of everyone else and the gain of Apple.

To: Sam who wrote (52578)	4/3/2012 7:27:16 PM
From: clean86	Read Replies (2) \| Respond to of 60323

The issue I see for Sandisk now is they sell Cards for devices, and if the majority of consumers are buying products that don't have card slots then Sandisk is up the creek without a paddle. I read and hear over and over that people are buying iPhones more than anything and they are using them as Cameras as well as phones. iPhones and iPads don't have card slots, you need an adaptor to use SD cards and I'm not certain you can write to them from the device as a secondary drive. These facts are what could be hurting Sandisk's sales because people aren't buying cards for Apple stuff. Why get a point and shoot Camera and a card if your iPhone or iPad will take a picture 90% of the world is happy with?