Interestingly, Ken Heebner CGM Fund and the Ascendere Model Portfolio both hold SanDisk (SNDK) and Micron Technolgy (MU) as strong long ideas.
I intend to elaborate in more detail at some point, but for now readers interested in learning more can review the latest monthly report at the link the below, where there is also the option to sign up for a free trial newsletter.
http://www.ascenderellc.com/ascendere-associates-llc/2010/09/free-trial-to-our-flagship-premium-research-product.html
Disclosure: Long SNDK and MU
Why We Love SandDisk and Micron Technology
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