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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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636First of all, no one thinks that NAND is forever. As has been said numerous timeSam2/2/2010
635Phase-Change Technology Enters The Memory Market Highlights * Phase-change msylvester802/2/2010
634The writing is on the wall. NAND has endurance and reliability issues that only sylvester802/2/2010
633SSDs and NAND Flash: Micron Looks Ahead Thursday January 7, 2010 blogs.pcmag.comsylvester802/2/2010
632SSD 2.0: Phase-Change Memory Challenges NAND Flash Posted by Mary E. Shacklett osylvester802/2/2010
631Intel/Micron announced 25nm flash Monday, February 01, 2010 simmtester.com Intsylvester802/2/2010
630PCM vs NAND in SSD Tuesday, February 02, 2010 simmtester.com One of the main casylvester802/2/2010
629Intel touts NAND-killer breakthrough Big changes for phase changes By Rik Myslewsylvester802/2/2010
628You are clearly stupid. You are not taking into account the higher ASPs and salesylvester802/2/2010
627ummmm.......moron, what do you not get? They did $420 million in 2009, they'sndk_longterm2/1/2010
626You must be a complete idiot or either you can't read or failed math or all sylvester802/1/2010
625Oh my god, what a complete idiot you are! Listen moron, if you can't do simpsndk_longterm2/1/2010
624Please don't feed the troll. WoodyWoody_Nickels2/1/2010
623They aren't in the enterprise SSD market. Their pSSD has won several accountSam2/1/2010
622Come on Sam. Their R&D department has proven incapable of coming out with a sylvester802/1/2010
621It is reasonable to adopt a trader's mentality toward Sandisk. But the rest Sam2/1/2010
620What you should worry about is that SNDK's IP, no matter how you look it, issylvester802/1/2010
619The reported number for FY10 won't be anywhere close to 38% lower than than Sam2/1/2010
61838% lower than when Samsung was paying full royalties. Plus you also have to facsylvester802/1/2010
617sylvestor, why don't you wait to see what the royalty income actually is in Sam2/1/2010
616Just dumped 1/2 my SNDK long shares from average 25.53 at 26.05 for some very nisylvester802/1/2010
615During the last Q only 1/2 of the quarter were the lower Samsung royalties as thsylvester802/1/2010
614You are confusing yourself. Make it simple: in 2009, R&L was $412m. They areSam2/1/2010
613R&L were down 18% this last quarter and SNDK guided they will be down anothesylvester802/1/2010
612Are you just stupid or do you just like to lie??? The royalties they just reportsylvester802/1/2010
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