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Re: Zeev Hed post# 437425

Tuesday, 11/15/2005 9:30:22 AM

Tuesday, November 15, 2005 9:30:22 AM

Post# of 704047
SNDK hoping to cover in the $57's ....pivot support of $58.25 looks to fail here...

SanDisk-SNDK downgraded to Sell from Hold, tgt $45@DBAB

The broker believes SNDK's NAND IP position is under threat as checks indicate that Hynix is currently ramping MLC aggressively. Micron-MU plans to sample MLC in Q1 with volume production in 2H06. Additionally, the firm believes there is a possibility of a sharp ASP decline in Q1, given strong capacity ramps, and some slowing of MP3 & cell phone builds




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