Comments on Avi Cohen's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/avi-cohen/articles http://seekingalpha.com/article/60398-sandisk-risk-down-3-reward-up-30?source=feed#comment-225435 225435 Thu, 07 Aug 2008 15:51:51 -0400 http://seekingalpha.com/article/60398-sandisk-risk-down-3-reward-up-30?source=feed#comment-198636 198636 Fri, 04 Jul 2008 13:45:31 -0400 http://seekingalpha.com/article/60398-sandisk-risk-down-3-reward-up-30?source=feed#comment-111364 111364 Fri, 18 Jan 2008 11:23:36 -0500
But the best part is that Sandisk will put up another $200mm+ of cash in the just finished Q4 so the actual numbers are even lower and the company as of today has $13.50 in net cash, leaving $13.50 for compay operations or 4.9x '08 and 3.6x '09. Which my friends is pretty damn cheap for the best run company in the fastest growing part of the semiconductor sector and arguable the entire technology sector.]]> http://seekingalpha.com/article/60398-sandisk-risk-down-3-reward-up-30?source=feed#comment-111109 111109 expand NAND demand by several orders of magnitude. > Our back-of-the-envelope math gets us roughly 4.5B GB > of incremental NAND demand in '09 versus 1 billion GB > shipped in '06 and about 2 billion GB shipped in '07. Um, going from 2 billion GB in 07 to even 6 billion GB in 09 would represent increasing demand by a factor of 3. An order of magnitude requires increasing demand by a factor of 10. Two orders of magnitude would be at least a factor of 100. Several orders of magnitude requires at least a factor of 1000... reinharden]]> Thu, 17 Jan 2008 12:07:57 -0500 expand NAND demand by several orders of magnitude.

> Our back-of-the-envelope math gets us roughly 4.5B GB
> of incremental NAND demand in '09 versus 1 billion GB
> shipped in '06 and about 2 billion GB shipped in '07.

Um, going from 2 billion GB in 07 to even 6 billion GB in 09 would represent increasing demand by a factor of 3.

An order of magnitude requires increasing demand by a factor of 10. Two orders of magnitude would be at least a factor of 100. Several orders of magnitude requires at least a factor of 1000...

reinharden]]> http://seekingalpha.com/article/60398-sandisk-risk-down-3-reward-up-30?source=feed#comment-110932 110932 Wed, 16 Jan 2008 20:00:36 -0500
Scott W
growthportfolio.ning.com
investment social network]]> http://seekingalpha.com/article/60398-sandisk-risk-down-3-reward-up-30?source=feed#comment-110890 110890 Wed, 16 Jan 2008 17:08:19 -0500 http://seekingalpha.com/article/60398-sandisk-risk-down-3-reward-up-30?source=feed#comment-110775 110775 Wed, 16 Jan 2008 11:27:29 -0500
Sandisk global market share expansion and improved cost efficientcies from its latest card assembly plant, increasing average card density is what's currently fueling its top/bottom line growth. Additionally, inventories are low going into the 1Q08 at a time when YoY demand is accellarating.

Although I agree with some of your reasoning, your inability to evaluate Sandisk as card producer and the only one of its kind leaves me to reject your analysis for investment advise. However, these monkeys that listen to you control the price of the stock and for that reason I appauld your positive although ill imformed opinion.]]> http://seekingalpha.com/article/59163-intel-corporation-a-newly-reborn-monopoly?source=feed#comment-108875 108875 Tue, 08 Jan 2008 00:17:57 -0500
Bottom line, it's becoming commonplace for analysts to create "buying opportunities" in advance of high profile earnings announcements. Someone in these cases is either incompetent or dishonest...somehow, I suspect the latter.]]> http://seekingalpha.com/article/59163-intel-corporation-a-newly-reborn-monopoly?source=feed#comment-108747 108747 Mon, 07 Jan 2008 13:32:08 -0500 http://seekingalpha.com/article/59163-intel-corporation-a-newly-reborn-monopoly?source=feed#comment-108592 108592 Sun, 06 Jan 2008 17:43:51 -0500
f anyone is interested in tech stocks/alt energy stocks, i just created a social network where u can join, blog, set up your own page, dload reports, and talk to others. check it out, its worth it. thanks guys

growthportfolio.ning.com/

scott]]> http://seekingalpha.com/article/59163-intel-corporation-a-newly-reborn-monopoly?source=feed#comment-108580 108580 Sun, 06 Jan 2008 16:44:21 -0500
One purely anecdotal data point: When I sent into my local Costco the day after Christmas, they had 2 (count'em, 2) notebook PC's left. One was Intel powered, the other AMD.]]> http://seekingalpha.com/article/59163-intel-corporation-a-newly-reborn-monopoly?source=feed#comment-108536 108536 Sun, 06 Jan 2008 12:50:43 -0500
I, however, disagree with your assessment of AMD. It's not to say that AMD is down or will go down further, but at $6 or so, it is clearly a bargain to be considered. Consider this detailed analysis by an investor who is buying into AMD now:

amdinvestor.com/2007/1.../

Whichever way things go, semiconductors have and always will be a cyclical business. Its up to astute investors to spot the bottom, and purchase so they sell at the top. With bargains like AMD, and high quality stocks like Intel, this is something to consider. Also, keep in mind a US recession does not necessarily lead to a global recession, much of the world is buying PCs and servers, and there is still much demand (China, India, Middle East).]]>