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SanDisk Corp. Message Board

  • tchair tchair Apr 18, 2005 3:36 AM Flag

    SUMMARY for a STRONG SNDK

    This is an updated summary of the news about SNDK gathered in the past week. Feel free to add to this list and post.

    1) Stabilization of sale price with reduction in cost spells increase in margin.

    2) Increase in royalties. Royalty revenue in 2005 is calculated at 180 million dollars (100% margin).

    3) Intel announced intention to buy NAND instead of Fab NAND due to IP's held by SNDK and Toshiba. This will increase the demand on NAND.

    4) Samsung which is in virtually every electronic manufacturing posted the worst earning last quarter with the exception of NAND which is in short supply. SNDK's Fab venture is just in time to reap the benefit of this NAND shortage.

    5) 20-30% of PSP buyers grab a SNDK at point of purchase. The rest probably will realize that they need one later. This is because the Memory stick is the only thing that will allow copying and to get data in and out of the PSP. (Mini CD cannot be duplicated and the PSP wll not communicate with their computer except through the Memory Stick. High capacity SNDK memory stick is the only way to go.) SNDK practically monopolized this market, which is an unexpected windfall not even expected by SNDK. With the introduction of the 2G memory sticks, this market is huge and continuing with the popularity of PSP.

    6) Cell phone makers are flooding the world with higher and higher end cell phones. Last quarter earning in cell phone makers was down due to shrinking margins caused by competition. This created more affordable cell phones but SNDK is needed in all of the higher end ones. This market is expanding at a very past fast rate.

    7) E-Book, USB drives, MP3 player, i-radio to cell phone by Motorola etc. diversifications transform SNDK away from being a one trick pony. all these markets are huge and expanding.

    8) new entries and competitions have been discouraged. No one seems to be able to compete with SNDK/Toshiba and make a decent profit e.g. Lexar.

    9) Scheduled insider sale at the beginning of every month has been going on for the last year and a half without miss...however, no insider sale has occurred in April 2005.

    10) SNDK is suing 2 companies right now: IFX and STM for patent infringement. SNDK will win.

    11) According to Eli, in 2007 SNDK will have 4 billions in sales with a 20-24% operating profit margin. SNDK is expected to grow at 25-35% annually over the next three years.

    12)..and on and on

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    • This is an UPDATED summary of the news about SNDK gathered in the past week. More points have been added. These are not my opinion; they are objective gathering of facts. Feel free to add to this list and post.

      1) Stabilization of sale price with reduction in cost spells increase in margin.

      2) Increase in royalties. Royalty revenue in 2005 is calculated at 180 million dollars (100% margin).

      3) Intel announced intention to buy NAND instead of Fab NAND due to IP's held by SNDK and Toshiba. This will increase the demand on NAND.

      4) Samsung which is in virtually every electronic manufacturing posted the worst earning last quarter with the exception of NAND which is in short supply. SNDK's Fab venture is just in time to reap the benefit of this NAND shortage.

      5) 20-30% of PSP buyers grab a SNDK at point of purchase. The rest probably will realize that they need one later. This is because the Memory stick is the only thing that will allow copying and to get data in and out of the PSP. (Mini CD cannot be duplicated and the PSP wll not communicate with their computer except through the Memory Stick. High capacity SNDK memory stick is the only way to go.) SNDK practically monopolized this market, which is an unexpected windfall not even expected by SNDK. With the introduction of the 2G memory sticks, this market is huge and continuing with the popularity of PSP.

      6) Cell phone makers are flooding the world with higher and higher end cell phones. Last quarter earning in cell phone makers was down due to shrinking margins caused by competition. This created more affordable cell phones but SNDK is needed in all of the higher end ones. This market is expanding at a very past fast rate.

      7) E-Book, USB drives, MP3 player, i-radio to cell phone by Motorola etc. diversifications transform SNDK away from being a one trick pony. all these markets are huge and expanding.

      8) new entries and competitions have been discouraged. No one seems to be able to compete with SNDK/Toshiba and make a decent profit e.g. Lexar.

      9) Scheduled insider sale at the beginning of every month has been going on for the last year and a half without miss...however, no insider sale has occurred in April 2005.

      10) SNDK is suing 2 companies right now: IFX and STM for patent infringement. SNDK will win.

      11) According to Eli, in 2007 SNDK will have 4 billions in sales with a 20-24% operating profit margin. SNDK is expected to grow at 25-35% annually over the next three years.

      12)U3-powered USB smart drives transform the ubiquity of the USB flash drive into a private, portable and protected workspace that simply plugs into any computer. The acceptance of this platform will give SNDK and M-System more income as all U3 powered drives by other vendors will have to pay royalty...but free to end users.

      13) Naz is in an oversold condition right now. This blood bath decline in SNDK is almost identical to that prior to ER last quarter. If this ER is good SNDK will sky rocket as this is the second in a row of good ER, and what the anals are looking for.

 
SNDK
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