Is SNDK a buy? - Seeking Alpha

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HEADLINES:

Jim Chanos: His Latest Moves
Insider Monkey • Wed, May 22
Don't Forget To Buy A Commodity That's Going Up Instead Of Down: Memory
Sneha Shah • Tue, May 21 • 3 Comments
SanDisk Advances Its Industry-Leading Manufacturing Technology

Business Wire (Tue, 12:00AM)
Western Digital, SanDisk Target Big Potential In Hybrid Drives With Collaboration
Trefis • Fri, May 17 • 1 Comment
Desktop Computers May Be Gone, But Western Digital Isn't
Black Coral Research • Thu, May 16 • 2 Comments
Micron To Benefit From Memory Shortages, Part VI
Electric Phred • Thu, May 9 • 2 Comments
SanDisk Corp. - Analyst/Investor Day
Wed, May 8
SanDisk Investor Day: Key Question Remains 'What Are Peak Earnings?'
Brian Gilmartin • Tue, May 7 • 6 Comments
WD® and SanDisk Team Up to Create Innovative Solid State Hybrid Drives

Business Wire (May 7, 2013)
One Innovative Company Growing On Its Partners' Innovation
Kevin Quon • Sun, May 5 • 1 Comment
Start Storing Value With Seagate
Black Coral Research • Thu, May 2 • 2 Comments
SanDisk Presented With Thomson Reuters 2012 Top 100 Global Innovator Award

Business Wire (May 1, 2013)
SanDisk Collaborates with NetApp to Deliver Server-Based Caching for Enterprise Applications

Business Wire (Apr 30, 2013)
This Chip Maker Is A Buy
StockRiters • Fri, Apr 26 • 11 Comments
10 Reasons To Buy The Qualcomm Of Memory
Sneha Shah • Wed, Apr 24 • 4 Comments
SanDisk's SSD Venture: Does Economic Moat Justify Valuation?
Andy Batts • Tue, Apr 23 • 3 Comments
5 Good Reasons I Am Bullish On SanDisk
StockRiters • Mon, Apr 22 • 3 Comments
SanDisk Joins the US2020 STEM Education Initiative as a Founding Leadership Partner

Business Wire (Apr 22, 2013)
Intel: Earnings Conference Call Post Mortem
Russ Fischer • Fri, Apr 19 • 39 Comments
SanDisk Is Playing Safe Even With Improved Fundamentals
Nick Chiu • Thu, Apr 18 • 3 Comments

The Street's Upcoming Affair With SanDisk
Inflection Point Investing LLC • Wed, Apr 10 • 6 Comments

SanDisk Investor Day: Key Question Remains 'What Are Peak Earnings?'
Brian Gilmartin • Tue, May 7 • 6 Comments
10 Reasons To Buy The Qualcomm Of Memory
Sneha Shah • Wed, Apr 24 • 4 Comments
SanDisk's SSD Venture: Does Economic Moat Justify Valuation?
Andy Batts • Tue, Apr 23 • 3 Comments
5 Good Reasons I Am Bullish On SanDisk
StockRiters • Mon, Apr 22 • 3 Comments
SanDisk Is Playing Safe Even With Improved Fundamentals
Nick Chiu • Thu, Apr 18 • 3 Comments
There Is Upside Room To SanDisk Whispers
eWhispers • Tue, Apr 16
Sandisk Earnings Preview: Sentiment Gets Bullish, But Know What You Own
Brian Gilmartin • Mon, Apr 15
How To Play The First Week Of The April Earnings Season
Dr. Terry Allen • Sun, Apr 14 • 9 Comments
The Street's Upcoming Affair With SanDisk
Inflection Point Investing LLC • Wed, Apr 10 • 6 Comments
SanDisk's Jump Is Justified On Growth Outlook For Solid State Drives
Trefis • Wed, Feb 27 • 1 Comment
SanDisk's Results Show That It Is Poised for Growth
Trefis • Fri, Jan 25 • 2 Comments
Shorts Keen To Play SanDisk Off Earnings-Driven After-Hours Gains And Declines
Midnight Trader • Wed, Jan 23
SanDisk: Tablets And Smartphones Will Fuel Solid State Demand
Matthew Frankel • Tue, Jan 22 • 2 Comments
SanDisk Earnings Preview: NAND Prices And SSD Growth In Focus
Trefis • Fri, Jan 18
SanDisk Earnings Preview: 2013 Is Easy Compare, Weak Yen Beneficiary Too
Brian Gilmartin • Wed, Jan 16 • 1 Comment
SanDisk All About SSD For 2013: Buy For Growth
Nick Chiu • Wed, Jan 9
SanDisk Is Worth $50 On Improving Industry Trends
Trefis • Thu, Nov 29, 2012
SanDisk: MLC NAND Flash Price Increase To Help Higher Price Realization In Q4
Chandrasekhar Rajagopalan • Fri, Oct 19, 2012
SanDisk Shows Signs Of Stabilizing In Volatile NAND Industry
Trefis • Fri, Oct 19, 2012
SanDisk Leans In Favor Of Shorts Off Earnings-Driven After-Hours Moves
Midnight Trader • Thu, Oct 18, 2012

Jim Chanos: His Latest Moves
Insider Monkey • Wed, May 22
Don't Forget To Buy A Commodity That's Going Up Instead Of Down: Memory
Sneha Shah • Tue, May 21 • 3 Comments
Western Digital, SanDisk Target Big Potential In Hybrid Drives With Collaboration
Trefis • Fri, May 17 • 1 Comment
Desktop Computers May Be Gone, But Western Digital Isn't
Black Coral Research • Thu, May 16 • 2 Comments
Micron To Benefit From Memory Shortages, Part VI
Electric Phred • Thu, May 9 • 2 Comments
One Innovative Company Growing On Its Partners' Innovation
Kevin Quon • Sun, May 5 • 1 Comment
Start Storing Value With Seagate
Black Coral Research • Thu, May 2 • 2 Comments
This Chip Maker Is A Buy
StockRiters • Fri, Apr 26 • 11 Comments
Intel: Earnings Conference Call Post Mortem
Russ Fischer • Fri, Apr 19 • 39 Comments
EMC And VMWare: More Reward Than Risk
Nick Chiu • Wed, Apr 17 • 2 Comments
$13 Billion Hedge Fund Edinburgh Partners' Top Stock Picks
Insider Monkey • Tue, Apr 16
6 Tech Earnings: 2 Buys, 2 To Hold, 2 To Consider
Richard Saintvilus • Mon, Apr 15
Cramer's Lightning Round - More People Have Bought Verizon Than Any Other Stock I've Recommended (4/12/13)
SA Editor Miriam Metzinger • Sun, Apr 14 • 3 Comments
Intel: PC Sales Down? So, What's New?
Russ Fischer • Fri, Apr 12 • 56 Comments
Bulls Reclaim Their Mojo As Healthcare Leads
Scott Martindale • Thu, Apr 11 • 2 Comments
Most Volatile Stocks On Earnings
Bespoke Investment Group • Tue, Mar 26 • 2 Comments
Micron And SanDisk: More Growth Ahead With Brighter Outlook
Nick Chiu • Sun, Mar 24 • 1 Comment
China Coming Good For EZchip
Shlomi Cohen • Wed, Mar 20 • 2 Comments
China Mobile: Just The Beginning For China's 4G Wave
Nick Chiu • Mon, Mar 18 • 15 Comments
Tuesday Options Brief: CREE, SNDK & JPM
Interactive Brokers • Tue, Mar 5

SanDisk Corp. - Analyst/Investor Day
Wed, May 8
SanDisk Management Discusses Q1 2013 Results - Earnings Call Transcript
Wed, Apr 17
SanDisk's Management Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Tue, Feb 26
SanDisk Corp. Presents at Goldman Sachs Technology & Internet Conference 2013, Feb-12-2013 09:40 AM
Tue, Feb 12
SanDisk Management Discusses Q4 2012 Results - Earnings Call Transcript
Wed, Jan 23
SanDisk Management Discusses Q3 2012 Results - Earnings Call Transcript
Thu, Oct 18, 2012
SanDisk Management Discusses Q2 2012 Results - Earnings Call Transcript
Thu, Jul 19, 2012
SanDisk's CEO Discusses Q1 2012 Results - Earnings Call Transcript
Fri, Apr 20, 2012
SanDisk Corp. - Analyst/Investor Day
Thu, Feb 16, 2012
SanDisk's CEO Discusses Q4 2011 Results - Earnings Call Transcript
Wed, Jan 25, 2012 • 1 Comment
SanDisk's CEO Discusses Q3 2011 Results - Earnings Call Transcript
Fri, Oct 21, 2011
SanDisk's CEO Discusses Q2 2011 Results - Earnings Call Transcript
Thu, Jul 21, 2011
SanDisk's CEO Discusses Q1 2011 Results - Earnings Call Transcript
Thu, Apr 21, 2011
SanDisk's CEO Discusses Q4 2010 Results - Earnings Call Transcript
Thu, Jan 27, 2011
SanDisk Corp. CEO Discusses Q3 2010 Results - Earnings Call Transcript
Thu, Oct 21, 2010 • 1 Comment
SanDisk Corp Q2 2010 Earnings Conference Call Transcript
Thu, Jul 22, 2010
SanDisk Corporation Q1 2010 Earnings Call Transcript
Wed, Apr 21, 2010
SanDisk Corp. Q4 2009 Earnings Call Transcript
Fri, Jan 29, 2010
SanDisk Q3 2009 Earnings Call Transcript
Tue, Oct 20, 2009
SanDisk Q2 2009 Earnings Call Transcript
Wed, Jul 22, 2009

SanDisk Advances Its Industry-Leading Manufacturing Technology

Business Wire (Tue, 12:00AM)
Here's What the Billionaires Are Buying

at CNBC.com (May 16, 2013)
Whale Watch: Einhorn Boosts Apple Stake by 83.5%

at CNBC.com (May 15, 2013)
WD® and SanDisk Team Up to Create Innovative Solid State Hybrid Drives

Business Wire (May 7, 2013)
SanDisk Presented With Thomson Reuters 2012 Top 100 Global Innovator Award

Business Wire (May 1, 2013)
SanDisk Collaborates with NetApp to Deliver Server-Based Caching for Enterprise Applications

Business Wire (Apr 30, 2013)
SanDisk Joins the US2020 STEM Education Initiative as a Founding Leadership Partner

Business Wire (Apr 22, 2013)
Is This Stock Pullback Different Than The Others?

at CNBC.com (Apr 19, 2013)
Market Snapshot: U.S. stocks slip; eBay, UnitedHealth disappoint

at MarketWatch.com (Apr 18, 2013)
Movers & Shakers: EBay among big decliners, coal miners pop

at MarketWatch.com (Apr 18, 2013)
Indications: Stock futures edge up, with claims data in line

at MarketWatch.com (Apr 18, 2013)
Early Movers: MS, VZ, UNH & More

at CNBC.com (Apr 18, 2013)
Stocks End Down 1%, Led by Techs; Apple Drops 5%

at CNBC.com (Apr 17, 2013)
After Hours: EBay, American Express down in late trades

at MarketWatch.com (Apr 17, 2013)
After-Hours Buzz: AXP, EBAY, SNDK & More

at CNBC.com (Apr 17, 2013)
SanDisk Announces First Quarter Results

Business Wire (Apr 17, 2013)
Stocks to Watch: Bank of America earnings disappoint

at MarketWatch.com (Apr 17, 2013)
Futures Decline After Tepid Earnings; BAC Falls

at CNBC.com (Apr 17, 2013)
Fight or Flight: Get Ready for the Earnings Crush

at CNBC.com (Apr 14, 2013)
Lightning Round: GNC, EMC and More

at CNBC.com (Apr 12, 2013)

SNDK vs. ETF Alternatives

Company Description

SanDisk Corporation, a global technology company, is the inventor and largest supplier of NAND flash storage card products. Flash storage technology allows digital information to be stored in a durable, compact format that retains the data even after the power has been switched off. Our... More

Sector: Technology

Industry: Semiconductor - Memory Chips

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Monday, May 20, 1:07 PM Nomura downgrades SanDisk (SNDK -2.3%) to hold on valuation grounds, leading shares to take a breather following a 38% YTD gain. Though granting SanDisk is benefiting from "disciplined" NAND flash supply growth and improving product mix, Nomura still sees potential risks, such as capacity additions from rivals, high capex due to technology transitions, and the potential for Samsung (SSNLF.PK) to gain an edge down the line from its lead in developing 3D NAND chips. 1 Comment [Tech, On the Move]
Thursday, May 2, 12:46 PM Micron (MU -0.2%) is down slightly on an up day for tech after receiving a downgrade to Underperform by CLSA. The downgrade comes as Micron advances its enterprise ambitions by announcing a new PCI-Express flash module for servers and storage gear - like SanDisk (SNDK), Micron is counting on its ability to obtain NAND flash at cost to help stand out in a crowded market featuring Fusion-io (FIO), STEC, Intel, and Marvell, among others. Yesterday, Morgan Stanley reiterated an Overweight on Micron and SanDisk, arguing investment plans and equipment order activity indicate NAND capacity will remain tight in 2013. 4 Comments [Tech]
Wednesday, April 24, 12:28 PM Are wireless chip stocks decoupling from Apple? Even with Apple off slightly as bleak June quarter guidance outweighs fresh capital returns, iPhone/iPad combo chip supplier Broadcom (BRCM +6.6%) is surging thanks to a Q1 beat and strong Q2 guidance, and is helping out some peers - QCOM +1.4%, SWKS +2.6%, INVN +1.8%, SNDK +1%. During its earnings call, Broadcom, which also provides combo chips for many Samsung phones, stated mobile chip sales only fell 1.6% Q/Q in seasonally weak Q1, and forecast sequential growth for the business (Apple-dependent Cirrus Logic sure isn't doing the same). Qualcomm reports after the close. 4 Comments [Tech, Earnings, On the Move]
Wednesday, April 17, 5:52 PM More from SanDisk's call: Retail sales +34% Y/Y in Q1 and now 38% of revenue - SanDisk cites share gains and strong demand for memory cards for smartphone use. Commercial sales only +1%, as strong SSD and embedded mobile sales (iNAND) were offset by weaker sales of bundled cards to OEMs. ASPs +2% Q/Q, with higher NAND prices and a greater mix of SSD sales partly offset by retail price declines. SanDisk's average retail card capacity stands at 11GB, whereas average OEM card capacity is only at 6GB. $90M in Q1 buybacks at an avg. price of $50.97. Comment! [Tech, Earnings]
Wednesday, April 17, 5:45 PM After-hours top gainers, as of 5:15 p.m.: CONE +9%. SLCA +4%. MXIM +4%. LNC +4%. MHR +3%.
After-hours top losers: SCSS -7%. CCK -4%. SNDK -3%. NAVB -3%. EBAY -2%. Comment! [On the Move]
Wednesday, April 17, 5:37 PM SanDisk (SNDK) guides on its Q1 call (webcast) for Q2 revenue of $1.35B-$1.4B and 2013 revenue of $5.6B-$5.75B, largely above a consensus of $1.34B and $5.63B. Gross margin is expected to rise to 41%-43% in Q2, and 2013 gross margin guidance is now at 42%-44% (a 200 bps guidance hike). Q2 GM will benefit from higher prices and a weak yen, partly offset by lower royalties. SanDisk still forecasts 30%-40% NAND industry bit growth in 2013, and expects its own growth to be much lower, as it refrains from major capacity expansion. Shares now -0.6% AH. MU -0.4%. (previous) Comment! [Tech, Earnings, On the Move]
Wednesday, April 17, 4:46 PM SanDisk (SNDK) now -5.8% AH and Micron (MU) -1.5% following SanDisk's Q1 beat. Expectations were high following SanDisk's 2013 run-up. Also, given strong NAND flash pricing, the Street may have been looking for a bigger gross margin improvement - GM rose 60 bps Q/Q and 460 bps Y/Y to 40.5%. SanDisk says SSD products accounted for 20% of sales. R&D spending rose 21% Y/Y, as the company ramps investments in proprietary SSD and embedded mobile offerings. CC at 5PM ET (webcast), guidance should be provided. (PR) 1 Comment [Tech, On the Move, Earnings]
Wednesday, April 17, 4:11 PM SanDisk (SNDK): Q1 EPS of $0.84 beats by $0.05. Revenue of $1.34B beats by $0.04B. Shares -5.9% AH. (PR) 6 Comments [Earnings, Breaking News, Tech, On the Move]
Wednesday, April 17, 2:23 PM Though Micron (MU -4.4%) and SanDisk (SNDK -4.2%) have joined a general rout in chip stocks and Apple suppliers, a report from Taiwan's Commercial Times indicates DRAM and NAND flash prices continue to trek higher (previous). Contract prices for mainstay 4GB DDR3 PC DRAM modules are said to have risen 8%-10% in early April, and contract prices for 32Gb (4GB) MLC NAND chips reportedly rose 5%-12%. Samsung (SSNLF.PK) is another beneficiary of this trend. SanDisk reports after the close. (Samsung's purchases) 1 Comment [Tech, On the Move]
Wednesday, April 17, 12:10 AM Notable earnings after Wednesday’s close: ALB, AXP, CCK, CLB, CVA, CYS, EBAY, EPB, KMP, NE, SCSS, SLM, SNDK, STLD Comment! [Earnings, Breaking News]
Tuesday, April 16, 5:35 PM Notable earnings after Wednesday’s close: ALB, AXP, CCK, CLB, CVA, CYS, EBAY, EPB, KMP, NE, SCSS, SLM, SNDK, STLD Comment! [Earnings]
Friday, April 12, 12:54 PM Though Samsung (SSNLF.PK) is the world's biggest memory maker and a top LCD maker, the growing needs of its phone/tablet ops are forcing it to turn to 3rd-party suppliers. Digitimes reports Samsung has stepped up its purchases of mobile DRAM chips from Elpida and NAND flash products from Toshiba, and that the electronics giant is also buying 5.8" LCD panels from Taiwanese suppliers for its phablets. The implications for memory/LCD demand and pricing are a positive for rivals MU, SNDK, AUO, and LPL, and perhaps also glassmaker GLW and NAND controller supplier SIMO. 8 Comments [Tech]
Tuesday, April 9, 5:53 PM SanDisk (SNDK) has hired Henri Richard, until now the sales/marketing chief for fellow chipmaker Freescale (FSL), to be its new enterprise/OEM sales chief. RBC praises the move, and sees it as "driven by a need to manage and grow accounts" as sales of "system solutions" (as compared with retail sales) account for a growing share of SanDisk's business. Comment! [Tech]
Monday, April 1, 11:42 AM Chip stocks underperform (SOXX -1.5%) after the SIA reports industry sales fell 8.9% M/M and 3.8% Y/Y in February. Bernstein points out the M/M drop is much worse than a 3.4% historical average. Microprocessor sales are estimated to have fallen 14% M/M, but the fact Intel (INTC -2%) and AMD (AMD -1.2%) no longer provide data to the SIA affects the reliability of that number. Memory sales (inc. DRAM and NAND) grew thanks to both higher bit shipments and prices. 1 Comment [Tech]
Friday, March 22, 10:20 AM Micron's (MU +10.5%) FQ2 beat, partly driven by 8% Q/Q NAND flash sales growth, provides a lift to SanDisk (SNDK +2%). Micron stated on its earnings call it sees "a favorable supply and demand balance" for NAND, thanks to strong SSD/mobile device demand and slowing manufacturing process shifts. Micron's trade NAND ASP was "relatively flat" in FQ2, and is estimated to be down mid-single-digits thus far in FQ3. Micron also forecasts DRAM industry capacity will fall in 2013 and 2014, and suggests it will shift some of its DRAM capacity to NAND. (previous) Comment! [Tech, On the Move, Earnings]
Monday, March 18, 10:06 AM Susquehanna thinks it's time to take profits on Micron (MU -2.5%), cutting the memory maker to Negative following a 70%+ rally. The firm thinks DRAM fundamentals are peaking following major price increases, and expects blended ASPs to start dropping next month. The downgrade comes shortly after RBC argued SanDisk (SNDK -1%) is a better near-term play than Micron (while calling Micron better long-term), citing a favorable supply/demand balance for NAND flash (thanks partly to Samsung phone demand) and Micron's "execution risks." 2 Comments [Tech, On the Move, Quick Ideas]

ltfinger
Potential Upgrades (5/3/13): $RCII, $RS, $SNDK, $SPW, $TEVA, $TEX, $TKR, $VIVO, $VMW, $WLL, $ZBRA
May 6, 9:40 AM
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bdy
Just shorted the world... Hate to be so directional but heres the shopping list: $MCD $SNDK $CMCSA $IWM $GOOG $CRUS $GMCR $GLD
May 3, 10:12 AM
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bdy: All small spread positions.
May 3, 10:12 AM
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bdy: Shorted $AAPL as well been long since the day before earnings just want a pullback then going long again
May 3, 10:16 AM
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StockConsultant
$SNDK back to strong double support at 51.74, see if we get a bounce here http://goo.gl/XkGi8
Apr 23, 9:08 AM
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Chines33
Thoughts here should be more reflective of "what now" regardless of earnings. $SNDK and $EBAY both saying good outlook doesn't matter.
Apr 18, 1:37 PM
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imajeeth
Why is $SNDK trading lower in spite of beating earnings and providing a positive guidance?
Apr 18, 10:41 AM
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Ryan Mallory
Fuinhaz Setups for April 18 2013 | $ASML $GOLD $MU $SNDK $SVA $TZOO $VOD $ZNGA | SharePlanner http://bit.ly/13ku3CQ
Apr 18, 9:07 AM
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TipRanks
GS analyst who constantly outperform the SP500, gave $SNDK a Buy today! he has impressive statistics http://stks.co/hS9u
Apr 18, 8:57 AM
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Valuable Insights
$SNDK and $MU both cheap. Pricing is strong during seasonally weakest part of year and ahead of new $AAPL launches. 2H could be BIG
Apr 17, 7:29 PM
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TFCAB: Been looking at SNDK closely; glad i didnt buy last week; i think you're right on the value part of the equation
Apr 17, 8:06 PM
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vorgriff: What is your thoughts on NTE trading this low ?
Apr 18, 1:54 AM
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Chines33
Apparently $CRUS was not done. Lost some money try to scalp that one. Ouch. Did short $SNDK and covered that after hours. Small loss overall
Apr 17, 4:28 PM
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joeg1969
Buy $SNDK today!
Apr 17, 5:37 AM
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LATEST REPLIES

bdy
Just shorted the world... Hate to be so directional but heres the shopping list: $MCD $SNDK $CMCSA $IWM $GOOG $CRUS $GMCR $GLD
May 3, 10:12 AM
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bdy: All small spread positions.
May 3, 10:12 AM
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bdy: Shorted $AAPL as well been long since the day before earnings just want a pullback then going long again
May 3, 10:16 AM
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Tony Kau
$SNDK great Credit Spread opportunity: April 60/65 calls for $0.41, 7% Expected Return! http://ow.ly/i/1G8Zp http://ow.ly/iShaa
Mar 13, 12:32 PM
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rohanptl: Good risk/reward recommendation Tony. way to go.
Apr 18, 9:45 AM
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Tony Kau: Thanks! It pushed higher, 2wks ago, but still well within our margin of error for full profit! Gotta love those credit spreads!
Apr 18, 12:27 PM
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Valuable Insights
$SNDK and $MU both cheap. Pricing is strong during seasonally weakest part of year and ahead of new $AAPL launches. 2H could be BIG
Apr 17, 7:29 PM
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TFCAB: Been looking at SNDK closely; glad i didnt buy last week; i think you're right on the value part of the equation
Apr 17, 8:06 PM
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vorgriff: What is your thoughts on NTE trading this low ?
Apr 18, 1:54 AM
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Chines33
Big earnings week ahead: $C $KO $JNJ $INTC $GS $USB $GPS $YHOO $BK $BAC $AXP $EBAY $KMP $GPS $SNDK $UNP $MSFT $GOOG $CMG $IBM $MS $PEP $VZ
Apr 14, 10:14 PM
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Ocean Man: If CAT dips next Monday into the 70s, that could be interesting.
Apr 15, 11:31 PM
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zachziggy23: BLMN has been killing it check it out
Apr 17, 3:37 PM
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James Hartje
Top 10 Performing Stocks Since Last Election $PCLN $WFM $AN $EXPE $WYN $AAPL $CMG $F $FOSL $CRM $LEB $SNDK http://bit.ly/Tv78ja
11/14/12
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phemale60: tempted to take some off top of my WFM holding but averaging up so at $48 - take profits and buy back? Dilemma!
11/14/12
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Capitalist Bull
Short Setups List Updated http://stks.co/lEcG Stay selective & tight. No fear in CASH. BIDU DECK MT COH FXE CROX SNDK FFIV
11/13/12
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smokeyRose: SNDK & FFIV I like
11/13/12
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Valuable Insights
Strong results from $SNDK, all about the guide, but expect it to be solid. Have real concerns on $AAPL iPhone guide, expect major whiff.
10/18/12
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Ashraf Eassa: Valuable, could you put out an article explaining your reason for being cautious on iPhone? Would love to read it.
10/18/12
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Valuable Insights: Plan to do so. I'm not concerned about demand, maps, purple haze photos - think real mffg issues abound that have yet to be solved.
10/19/12
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Ashraf Eassa
All right folks, have articles on $STX, $SNDK, $AMD, and $EA in the works. Which one do y'all want me to wrap up first?
9/7/12
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jbushouse: I would like to see what your thoughts on SNDK are.
9/10/12
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Ashraf Eassa: All righty. I'll finish & polish off my SNDK piece :-)
9/10/12
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samal
how high can SNDK go today or tomorrow?
7/19/12
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realornot: more memory please....
7/19/12
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Chinese_Plastic
On my radar: FFIV, STX, SNDK, AAPL ,GOOG, AMZN, LQD, UNG, NUAN, PM, KMP, FXF, NI, MCD, SBUX, KO, MDLZ, BPT, PER, QCOM, APC, RL, EBAY, TIP
5/22/12
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Maria Auziliadora: SAP just bought ARBA
5/22/12
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Chinese_Plastic: Nice.
5/23/12
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John Rayhall
RVBD and SNDK getting crushed! Wow!
4/20/12
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John Rayhall: I like JOEX CLDX FNP COF BAC after it's beat down looks decent. LVS and MPEL FINL has been strong dicey mkt though be careful.
4/22/12
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John Rayhall: meant JOEZ
4/22/12
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Boatyzaffa
SNDK 1.6 percent of shares held by insiders (I guess they don't like it) Institutions own nearly 83 percent. More downside coming as the...
4/5/12
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Boatyzaffa: Closed my puts today, but still believe SNDK is going sub 40
4/11/12
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avickrey: Maybe, they're being brought down too much by the disaster that is MU right now. I'll load up sub 40.
4/12/12
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Boatyzaffa
still long JOEZ :( they report earnings on Thursday. SNDK puts are paying off so far :)
4/10/12
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Boatyzaffa: That's a bold and brave move Dean. I'm still holding; best of luck my friend :)
4/11/12
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DeanHan1: Good luck to you, too. I first bought this stock in the 50 to 60 cents range, Now that is risky!! Nobody wanted those shares. Take care.
4/11/12
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Windsun33
Looks like an SNDK bloodbath, looking for a good entry point to buy some
4/4/12
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avickrey: SNDK is going to be a grind for a while, like CSCO last year mid-year. A lot of bears pounding the stock. Some more capitulation could occur
4/5/12
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Windsun33: It looks like the whole sector of memory/disk drives is getting hit. Might be some good buys, looking also at STX
4/5/12
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bigfoot
if $MU and $SNDK are both down due to pricing issues in NAND, why aren't major NAND users like $OCZ up?
3/23/12
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bigfoot: Answer appears to be that MU said their SSD business was not as strong as in December when there were hard drive shortages.
3/23/12
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SNDK SanDisk Corporation

SNDK

SanDisk Corporation