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Technology Stocks
Formerly About SanDisk
An SI Board Since August 2009
Posts SubjectMarks Bans Symbol
1161 8 0 SNDK
Emcee:  sylvester80 Type:  Moderated
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136My average is still underwater (at $26) but I'm hoping for a miracle. Howevesylvester8010/13/2009
135It didn't include rights to the x4 controller, without which the x4 chip is Sam10/13/2009
134<b> SanDisk, which gets a substantial portion of its revenue from patent rNHP10/13/2009
133Some of the promised Q4 cost reductions--my bolding: SanDisk Says New Chips WilSam10/12/2009
132Sylvestor, if you're long, why are you invested in this stock. If you reallysndk_longterm10/12/2009
131You allow the fact that you were burned to affect your perspective on the companSam10/12/2009
130Given that I heard (and myself thought) all of the same things when the stock wasylvester8010/12/2009
129<i>It doesn't really matter if I'm wrong or right. What matters isSam10/12/2009
12810-15 when the sector is more mature, as the DD sector is. NAND is not yet maturSam10/12/2009
127It doesn't really matter if I'm wrong or right. What matters is what thesylvester8010/12/2009
126Actually I gave them a PE of 10-12x... I don't see that much different from sylvester8010/12/2009
125That is silly, Syl. It is a good thing when one or more of the major companies iSam10/12/2009
124It maybe high growth but it is a falling rate of growth. If you look at the slidsylvester8010/12/2009
123If the NAND sector was actually like the DRAM or HD sector, then you might be riSam10/12/2009
122Don't know if your message was intended for me or Sam as you said Sam in thesylvester8010/12/2009
121<i>Sam, they are not going to be a single digit forward looking PE companySam10/12/2009
120Some seasonality likely will hold. But--since no one has announced adding new caSam10/12/2009
119Sam, they are not going to be a single digit forward looking PE company. In the sndk_longterm10/12/2009
118Sandisk (NASDAQ:SNDK): Downgraded To Sell At UBS By: Notable Calls Monday, Octobsylvester8010/12/2009
117IMO, the issue here with SNDK is more like what kind of PE is warranted for a cosylvester8010/12/2009
116Anyone know his past record on SNDK over the last 2 years??? Was he bullish fromsylvester8010/12/2009
115He's an idiot or a crook fronting for people who want to buy more at a lowerSam10/12/2009
114The UBS downgrade thesis was the worst I've read in a long time. He Cited: sndk_longterm10/12/2009
113SanDisk Corp. Cut To Sell From Neutral By UBS >SNDK Last update: 10/12/2009 6sylvester8010/12/2009
112SanDisk Schedules Third Quarter 2009 Conference Call * Press Release * Sam10/8/2009
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