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SanDisk Corp. Message Board

  • jm.strong jm.strong Dec 3, 2007 5:11 PM Flag

    I am continually amazed at all the PUMPING here

     

    It continues to amaze me at all the PUMPING going on at this board there surely must be some serious pain levels taking out some players as the time element continues to wear heavy on their loss.

    Seems rather than trading this stock they continue to believe this stock will POP while the rest of the equity enviroment continues to be layed down for the BEAR market.

    Even in the face of Hyper Inflation in China and most emerging markets with global housing crashing but most of all trade imbalances continue to increase global risk. With China's continued refusal to free float the Yuan and the Carry Trade spreading into the US it has come to a head in Brazil as inflation has impacted the economy. Now with no where free of Hyper Inflation the next road expected is an all out global recession slowing most all economies. Not even India with their very impressive growth patterns over the past three years will be exempt.

    Already Iran's inflation has moved into the critical stages with global sanctions weighing extremely heavy. But still that has not been all that important as Venesuela likewise reaches critical levels as hunger continues to increase. All one needs do is look at the Chilean government during the period of Salvador Isabelino Allende Gossens within a very short period the Hammer and Sicle proved to have done more harm than good. I suspect the same will happen to Vensuela very soon.

    But that was just a look at the future of the radical nations hailed.

    Globalization leads the common cause and until China joins the West as expected by entry into the WTO and MFN you can bet the volatility will remain. Just recently the global central banks manipulated the price of PM by dumping and lending better than 30,000 tons of gold onto the markets with that periiod of PM turbulence over we can expect PM but more direct Gold and Silver to spike as speculation rises once again.

    With global demand for cheaper technologies continues to draw down the prices of commdities like Flash we can further expect the gross margins to weigh heavy on flash heavy companies like SNDK. While the expectation is that flash will surpass HD's we find that in fact the price of flash will have to continue to decline drastically to at nearest .25c to no more than .99c inorder to be competitive.

    So until then you can expect that the gross margins at SNDK will continue to decline sending the PPS even further lower. While this race to compete with HD manufactures continues the multi talented companies such as Samsung will continue to benefit from the wide ranged field of computing and telecom while companies such as SNDK will continue to decline although we do not expect SNDK will go bankrupt we do expect they will become nothing more than a L&R based company just LEXAR was in the not to recent past.

    The best short in this industry and sector is in fact SNDK and it seems will remains so as they continue to remain non competitive in an ever expanding global market with weak marketing and distribution we expect within three years we will begin to see the results of the decline.

    Between Hyper Inflation, Recession and the forecasted stagflation by the end of 2008 never forgeting about the declining gross margins we most certainly expect SNDK will in fact become another LEXAR.

    GT and GL

    This topic is deleted.
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99.99+0.50(+0.50%)Dec 19 4:00 PMEST

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