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

To: Art Bechhoefer who wrote (60075)	4/8/2016 12:18:39 PM
From: SiliconAlley	Read Replies (1) \| Respond to of 60323

You seem to be saying that Samsung tries to gain market share through reduced margins, but that Samsung is losing market share through reduced margins. Would appreciate elaboration on why you think Samsung's strategy is backfiring.

To: Art Bechhoefer who wrote (60075)	4/8/2016 11:25:36 PM
From: Elroy	Read Replies (1) \| Respond to of 60323

These phones contain a slot for a microSD card, and many new users (myself included) are buying SanDisk microSD cards to add to the 32 GB internal memory. I recently bought two SNDK 64GB cards at BestBuy for something close to $22 each. This is great news for SIMO as SIMO is the #1 merchant maker of removable card controllers. If lots of cell phones reintroduce microSD card slots, that business segment of SIMO's could shift from modest decline to growth again, can you imagine the EPS surprises that would produce? The other good news is that Samsung appears to be having margin issues with its SSD for servers, whether planar or 3D units. This should allow SanDisk and Western Digital to capture some market share in the enterprise server market. This is also juicey news for SIMO since Samsung doesn't buy SIMO SSD controllers, but almost every other big SSD maker does. Share loss for Samsung in this area is probably going to translate into shares gains for SIMO's customers. Did I mention SIMO recently postively pre-announced blow out revenue numbers for Q1 2016. Normally Q1 revenues are down about 10% from Q4 due to seasonality, and in 2016 Q1 revenues are surprising UP about 15% from Q4 2015 revenues numbers. SNDK is a SIMO customer for some products (client SSD controllers, maybe some other stuff, not really sure), so SIMO's good news may be OK news for SNDK. --- Taipei, Taiwan, April 07, 2016 (GLOBE NEWSWIRE) -- Silicon Motion Technology Corporation ( SIMO) (“Silicon Motion” or the “Company”), a global leader in designing and marketing NAND flash controllers for solid state storage devices and specialty RF IC solutions for mobile devices, announces that based upon its preliminary first quarter financial results, sequential revenue growth is expected to be 14% to 15%, significantly higher than its original guidance range of a decrease of 2.5% to an increase of 2.5% that the company issued on January 29, 2016. Gross margin (non-GAAP) is expected to be in the upper half of the company's original guidance range of 49% to 51% === OK, back to the SNDK chit chat.....