Friday, June 30, 2006

Calls of Note Part 7

- Baird is cautious on Sandisk (NASDAQ:SNDK) saying very recent datapoints about NAND flash contract pricing suggest pricing declines below expectation. While this information is still anecdotal and is in contrast with large orders they believe Apple placed a month ago, they will follow up with more details as soon as possible. Given the mixed datapoints regarding NAND flash supply/demand outlook near-term, the firm retains Neutral rating on SNDK shares.

Notablecalls: Mixed emotions about this one. But I do think SNDK will see some downside. Maybe even today.

1 comment:

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