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Rap Sheet

Author:

Jam ok

Subject:

Off Topic

Date:

04/28/15 at 3:08 PM CDT

 

 

READ: 6

RPLY: 1

0

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Sentiment:

Neutral

OT - Sandisk

OT - SNDK Quite OT, and quite unlikely, but:

Anyone follow SNDK? I've been in and out of the stock. They had a bad quarter last time, and the stock got murdered - high in the low 100's, crashed down to about 63 or so. They're now around 68. I must be missing something - I would think that flash is a growth sector, perhaps somewhat similar to optical networking, given how many places it shows up - from server arrays to SSD drives. SNDK is the leader (exclusive patent? - production ahead of competition?) of 3D nand flash. I don't know the internals of the stock well, but if any has followed it, I'd be grateful for the opinion.

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