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SNDK Analysis & Videos »
SNDK: Bull or Bear?
Toby Smith: In the chips with Sandisk
SNDK
+48.44%
in
133 days
Filed under: Newsletters, SanDisk Corp (SNDK), Stocks to Buy "For two years chips stocks have unequivocally stunk; the industry has been mired in a host of problems, including massive overcapacity and shrinking demand," says Toby Smith, adding, "But that's changing."
In his ChangeWave Investing, he suggests, "One recommendation in this sector is SanDisk (NASDAQ: SNDK), the leader in flash memory -- one of the strongest segments in semis today." <>"For the second quarter in a row the semiconductor sector is showing major signs of momentum that are so good that the industry ranked at the top of th>...
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SNKD
SNDK
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+22.04%
in
400 days
Just added heavy into SNKD but market has control. I feel SNKD will make a nice rebound should things get sorted out. Gary Krakow <o:p> </o:p> <> <> It wasn't all that long ago that the idea of getting a full 1GB of flash memory onto a removable card was a very big deal. And those cards were the size of a credit card. Then came SD (and MMC) cards -- they were the size of large postage stamps. MiniSD cards came next and they were the size of small postage stamps. But both of these offerings were deemed "too large" to fit inside the portable devices of the future -- and th>>...
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another double bottom hitter
SNDK
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+47.93%
in
434 days
Sandisk will be bought out this year. Plenty of products. Poor PR and management is ready to vacate. (see insider selling info). I own 300 shares now.
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Bullish on SNDK ...
SNDK
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+61.39%
in
472 days
SNDK in my view has established itself very well in the non-volatile memory market. While they have announced recently that they will be cutting back on some R&D following a poor quarter, in the long run I think they will remain a leader in the market. If they can keep up with other companies in SSD Hard Drive developments, then in 1-2 years when demand for these drives really picks up (or when prices for them really come down), SNDK will do very well for itself. A good solid LONG and a great time to buy at this price (has dropped from 18 to 13.60ish in 4 days, but seem to have support at t...
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Buying the value and the rumor.
SNDK
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-23.36%
in
22 hours
(closed on 07/22/08)
Sandisk announces earnings today. They're going to be so-so. But, with so much value already taken out of this security, it seems ripe for there to be a bottom around here somewhere. Especially as we see more and more consumers buying small secondary PCs (like the EEE-PC) and mobile devices that require a good amount of non-volatile storage.
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Flash! Tech expert eyes Sandisk (SNDK)
SNDK
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+24.19%
in
479 days
"NAND Flash is just beginning to scratch the surface of what will prove to be its biggest potential application - the replacement of hard disk drives," says Paul McWilliams in a review of Sandisk (NASDAQ: SNDK).
In Next Inning, a sophisticated service, deisgned for experienced, tech-savvy investors, he says, "My outlook for SanDisk during the second half of 2008 is bullish." "NAND Flash, like hard disk drives, is designed to store our data, which can be word processing documents, spreadsheets, songs, pictures, videos, etc. -- anything you would normally store on your hard disk drive. <>"And>...
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Bullish on SNDK ...
SNDK
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+26.79%
in
487 days
Have this in my personal portfolio and have been averaging down. Tight margins in the flash drive community but I think a few of the other major players are going to get out of the game. Look for earnings to start taking off next year as more and more computers begin to switch to solid state disk drives.
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For SanDisk, No Rapid Recovery
SNDK
-25.02%
in
524 days
We still believe in the flash market over the long-term, but now believe it is too early to be buyers of SNDK shares.
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Contrarian Pick: Flash Memory Vendors
SNDK
-25.22%
in
549 days
The investment thesis in flash memory vendors consists of the following: - Memory prices are in the dumps.
- The creation of newer markets due to price erosion is needed.
- Increased demand due to higher memory capacities and new markets, more than offsetting any price per bit declines.
- Memory vendors currently trade at rock bottom valuations.
- Most existing players are looking to divest or merge. The survivors should be great investment candidates.
- The trend towards mobility and computing convergence will drive growth towards newer markets and higher capacities.
<>Moore's law has been a constant guid>...
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Bullish on SNDK ...
SNDK
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-6.91%
in
5 days
(closed on 02/07/08)
Solid state NAND flash will replace traditional Hard Disks by 2010.
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Bullish on SNDK ...
SNDK
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-21.06%
in
647 days
I believe flash memory will be the next generation in storage for notebook and afterwards for desktop and server too. Sandisk has products ready.
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Betting on SNDK winning lawsuit.
SNDK
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-41.97%
in
710 days
SNDK has great fudamentals as viewed strictly as an outside investor. I think they will win big in the patent infringement suite. They own many seminal patents and are the major force in the NAND technnology, I think they have a winnable hand in the invevitable flash drive wars about to begin. I don't really understand the recent drop in price. dh
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Neutral on SNDK ...
SNDK
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-58.01%
in
765 days
Hello Friends! Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice ! As always, please remember that I am an amateur investor, so please consult with your professional investment advisers prior to making any investment decisions based on information on this website. <> I really should apologize to all of my regular readers! Last weekend I played ' hooky ' and was unable to get it together and get a review of past stock selections up on the blog. This 'looking back one year' is starting to look like looking back 1 1/2 ye>...
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sandisk in bed with its suppliers?
SNDK
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+58.76%
in
776 days
A superficial look at Sandisk makes them look like a great bet: they hold key NAND flash memory patents (NAND gates are the cornerstones of most circuits), and the flash memory market continues to grow as demand for portable, light, high storage capacity devices like music players, sound recorders, pdas, and mobile phones grows. And, Sandisk gets strong analyst ratings across the board. However, their P/E is sky-high at > $112. According to their 10-K and 10-Q statments, Sandisk owns a 49.9% stake in the NAND wafer fabrication manufacturing companies FlashVision Ltd., <> Flash Allia>...
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Gekko
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Samsung's sticky fingers
- If you check my initial take on Sandisk just three days ago, you will see why I am smiling now.
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