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

To: clean86 who wrote (52584)	4/3/2012 8:29:07 PM
From: Sam	1 Recommendation Read Replies (1) \| Respond to of 60323

Why don't we listen to the CC before passing any judgements yet? I have thought, and mentioned on the board before, that I thought it was possible that there would be a transition period between when there would be output from the new fabs and lower process nodes on the one hand and SSDs take off on the other. The really relevant question to me is, is 19-20nm output going to lower costs enough to make SSDs a mass product and/or make them a product that enterprise customers "must have" in order to keep up with exploding storage demands, and still give the vendors good margins? This is the transition period, IMHO. How long will it last? I don't know yet. And will Sandisk be able to produce competitive drives in both markets with good margins? We'll see. Berenbaum must be thoroughly enjoying his dinner tonight for the first time since around early 2009.

To: clean86 who wrote (52584)	4/4/2012 12:20:42 PM
From: brokenst0nes	Read Replies (1) \| Respond to of 60323

SanDisk sell a whole bunch of embedded chips, surprised you don't know that. Also embedded, or no card slot is also a benefit to the overall NAND demand. When the device is replaced for whatever reason, the new device comes with a new 32GB chip, or whatever capacity, rather than the owner just moving the 32GB card from the old to the new device. However, clearly SanDisk needs to sell more to the mobile device leaders, which are currently Samsung and Apple. Yes Samsung do produce their own NAND, but SanDisk does have some wins there, but they need more.