Zeev's Turnips Patch-No Politics (ZEEV)

[goodluck]

The fact that LEXR and SFUN are also getting hit shows how indiscriminate this selling in Sandisk is. LEXR especially should benefit by the MU/INTC plant, since they are fabless and NAND gluts will help them, not hurt them.

I think a new base has to be built in SNDK before it goes back to new highs. My guess is that the base will be built between the mid-40s and the mid-50s, but it is just a guess. I expect the royalty situation will be clarified in the coming week or two. If the royalty situation is negative for SNDK, then I agree they have a problem.