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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
Introduction Market Data Compact
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361SICAS: IC industry close to sold out ref: eetasia.com fyi WoodyWoody_Nickels11/22/2009
360And yet of all your bullishness, the fact that you seek to ignore is that SNDK isylvester8011/22/2009
359I will get short the day that first announcement comes of a new fab, not before.sylvester8011/22/2009
358So then I take it that you think there will not be another new fab announced in sylvester8011/22/2009
357Also, Sylvester, I'm done posting on this board for a while because it'ssndk_longterm11/21/2009
356You say these things and yet you also say that you are long? You need to be shoSam11/21/2009
355and that's a garbage opinion Sylvester. The nand business is worth billions sndk_longterm11/21/2009
354Sylvester; Much of what you say about SNDK being a commodity play is true, SNDK Mad211/21/2009
353Google Chrome OS will not support hard-disk drives Google says SSDs will lead tsylvester8011/21/2009
352Yeah, like Eli was never wrong before. LOL... In fact given his history, Eli hassylvester8011/21/2009
351Not for Q4 unless SNDK posts margins higher than 50%, cause that's what STECsylvester8011/21/2009
350The fact is that Samsung has a huge and growing internal consumer product divisisylvester8011/21/2009
349Are you trying to convince yourself that SNDK is a great company?? Apple is at nsylvester8011/21/2009
348Yet the stock is stuck at low $20s for a reason. And if this is the best of timesylvester8011/21/2009
347SNDK is nothing more than a commodity product company. What PE commodity companisylvester8011/21/2009
346You could be right. I know what Samsung and Hynix said, but they blow smoke all Sam11/21/2009
345Sam, no way do prices come down even close to 20% in Q1, not a chance in hell tosndk_longterm11/21/2009
344I meant profit margins and operating margins above the POS STEC.sndk_longterm11/21/2009
343Sylvester, it's simple. STEC has 0 control over costs, got it, 0. SNDK gets sndk_longterm11/21/2009
342You don't listen to or don't believe what the nand mfgs. are saying for sndk_longterm11/21/2009
341SNDK failed to integrate their products into things? Huh? Geez, I guess Inand gosndk_longterm11/21/2009
340Contract prices may well come down over the next month, it would be unusual if tSam11/20/2009
339If you believe what you write, you ought to short Sandisk here and now, as even Sam11/20/2009
338One more thing on forward PEs... and why in the hell do you think that SNDK shousylvester8011/20/2009
337If spot prices continue down like they have in the last week, contract prices wisylvester8011/20/2009
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