SanDisk Corp

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  • Why memory product selling prices could impact Micron’s stock
    Tech & Comm Services

    Why memory product selling prices could impact Micron’s stock

    The semiconductor industry requires huge investments, making it a capital-intensive industry. On average, equipment needs to be replaced each three to five-year time period.

    By Anne Shields
  • Tech & Comm Services

    Why oversupply could affect Micron’s NAND flash products

    NAND Flash sales were up 35% for the first six months of 2014, as volumes increased amid a 17% fall in average selling prices or ASPs.

    By Samantha Nielson
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    Company & Industry Overviews

    SanDisk’s 3Q15 Net Margin Highest among Storage Giants at 9.16%

    The gross margin for SanDisk (SNDK) has been declining year-over-year from 49.35% in 3Q13 to 46.79% in 3Q14 and 41.51% in 3Q15.

    By Adam Rogers
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    Company & Industry Overviews

    Micron’s 3D XPoint Launch—and Where It Stands Now

    In July 2015, Micron and Intel companies announced 3D XPoint, their revolutionary non-volatile technology with cross-point structure.

    By Puja Tayal
  • uploads///Enterprise storage startup funding
    Miscellaneous

    What Comes after Dell–EMC, WDC–SNDK Deals in the Storage Space?

    SanDisk (SNDK), which was eagerly looking for a buyer, found one in Western Digital (WDC). WDC agreed to buy SanDisk for $19 billion.

    By Anne Shields
  • uploads///Series  A
    Company & Industry Overviews

    What Micron Believes Will Drive DRAM Demand Going Forward

    Micron expects DRAM demand to grow at a CAGR (compounded annual growth rate) of 20%–25% between 2016 and 2019, driven by migration to advanced technology.

    By Puja Tayal
  • Consumer

    Must-know: A guide to Blue Ridge Capital’s 4Q13 positions

    Blue Ridge Capital is a New York–based hedge fund founded in 1996 by Tiger Cub John Griffin. The fund generally targets “absolute returns” by investing in and short-selling companies.

    By Samantha Nielson
  • uploads///Series  A
    Company & Industry Overviews

    Micron Banks on 3D XPoint to Boost Its Future Growth

    Micron Technology (MU) forecasts that 16% of the mainstream server market would be equipped with 3D XPoint by 2020.

    By Puja Tayal
  • uploads///NETAPP
    Company & Industry Overviews

    A Closer Look at NetApp’s High Cash-to-Debt Ratio

    NetApp’s cash-to-debt ratio in 1Q16 was 3.33x—higher than the 1.36x industry median. Its operating income was -$26 million.

    By Adam Rogers
  • uploads///Screenshot
    Company & Industry Overviews

    Understanding Micron through Its Financial Stability

    The financial stability of a company is determined by understanding its debt level and its capability to meet long-term and short-term debt obligations.

    By Puja Tayal
  • uploads///Screenshot
    Earnings Report

    How Will Micron Use Its Cash Reserves?

    As of September 3, 2015, Micron had $5.6 billion of cash and marketable investments.

    By Puja Tayal
  • uploads///KALAC FIN
    Earnings Report

    Lam Research to Acquire KLA-Tencor

    KLA-Tencor constitutes ~2.4% of the iShares PHLX Semiconductor ETF (SOXX) and 0.84% of the VanEck Vectors Semiconductor ETF (SMH).

    By Adam Rogers
  • uploads///wdc
    Company & Industry Overviews

    WDC Traded below 20-Day Moving Average in November 2015

    As of November 20, Western Digital Corporation (WDC) generated investor returns of -39.32% in the trailing 12-month period and -11% in the trailing one-month period.

    By Adam Rogers
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    Earnings Report

    How Did Micron Technology Perform Compared to Its Peers?

    The peers outperformed Micron based on the current ratio, PE ratio, and PBV ratio. The ETFs outperformed Micron based on the price movement, PE ratio, and PBV ratio.

    By Gabriel Kane
  • uploads///apple
    Company & Industry Overviews

    Apple Trades above 20-Day Moving Averages in October

    On October 2, 2015, Apple closed the trading day at $110.38. Based on this figure, it traded below its 100, 50, and 20-day moving averages

    By Adam Rogers
  • uploads///largest MA deals
    Company & Industry Overviews

    Western Digital Deal Makes Semiconductor Space a Hotbed for M&A

    By acquiring SanDisk (SNDK), Western Digital (WDC) aims to improve its market standing as a supplier that could reignite new pricing pressure in the storage market.

    By Anne Shields
  • Tech & Comm Services

    Must-know overview of Micron Technology: A DRAMatic growth story

    Micron’s stock has surged on bullish earnings prospects, and it’s up more than 200% since the beginning of 2013, partly propelled by the acquisition of Elpida last year.

    By Samantha Nielson
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    Fund Managers

    JAT Capital Eliminates Exposure to SanDisk Corporation

    JAT Capital sold its position in SanDisk Corporation (SNDK) in 4Q14. The position had represented 1.2% of the fund’s third-quarter portfolio.

    By Santiago Solari
  • uploads///Series  A
    Company & Industry Overviews

    Behind Micron’s Product Enablement Plan for 3D XPoint

    Micron and Intel have developed 3D XPoint in a way that benefits from both DRAM (dynamic random access memory) and NAND (negative AND).

    By Puja Tayal
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    Miscellaneous

    Can the Western Digital-SanDisk Merger Get Antitrust Approval?

    While the Western Digital-SanDisk merger brings together the third and eighth players, respectively, in storage (which usually isn’t problematic from an antitrust standpoint), regulators can get very granular when they define submarkets.

    By Brent Nyitray, CFA, MBA
  • uploads///Screenshot
    Company & Industry Overviews

    What Makes Micron a Key Player in Semiconductor Manufacturing?

    Semiconductor manufacturing is complex and involves design, fabrication, assembly, and testing. Building a fab requires investments of $3–4 billion.

    By Puja Tayal
  • uploads///intel
    Company & Industry Overviews

    Intel Generated YTD Stock Returns of -20.03%

    Intel generated TTM returns of -16.66%, 9.26% in the trailing one month. It generated -20.03% YTD. Its share price fell by 1.53% in the trailing five days.

    By Adam Rogers
  • Tech & Comm Services

    Why Micron’s NOR Flash products are losing ground to NAND

    These improvements require larger capacities for both code and data storage and significantly faster erase and write times. NAND offers both of these at relatively low cost.

    By Anne Shields
  • uploads///technology leadership
    Earnings Report

    Micron’s Transition to 3D NAND Could Impact Its Near-Term Margins

    At present 3D NAND is less efficient than 16-nm, but it is expected to surpass 16-nm in the future. Thus, Micron will see expansion in its gross margins from the NAND business.

    By Anne Shields
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    Miscellaneous

    Why SanDisk Stock Is Hovering Near the Top of Its 52-Week Range

    After the announcement of its fiscal 1Q16 earnings, SanDisk stock rose by 0.8% to $76.50 on April 28, 2016. However, the very next day, the stock fell.

    By Puja Tayal
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    Company & Industry Overviews

    Western Digital’s Offer for SanDisk Includes 15% Premium

    To acquire SanDisk, Western Digital has offered SanDisk shareholders $86.50 per share. This is approximately 15% premium to SanDisk’s closing share price on October 20, 2015.

    By Anne Shields
  • uploads///SNDK WDC comps
    Miscellaneous

    Could the SanDisk-Western Digital Merger Get Competitive?

    In the SanDisk-Western Digital merger, Western Digital is paying about 2.6x trailing-12-month revenues and 10.6x trailing-12-month EBITDA.

    By Brent Nyitray, CFA, MBA
  • Energy & Utilities

    Blue Ridge starts a new position in hedge fund favorite Apple

    John Griffin’s Blue Ridge bought a stake in Apple Inc. (AAPL) last quarter. The stock accounts for a 1.85% position in the fund’s portfolio.

    By Samantha Nielson
  • uploads///MU
    Fund Managers

    Micron Technology’s Lower Position in Point72 Asset Management

    Point72 reduced its position in Micron Technology. It sold 4,792,200 shares during 4Q14. The shares accounted for 0.28% of the fund’s total 4Q14 portfolio.

    By Diana Key
  • uploads///revenue segment
    Earnings Report

    IBM Continues Its Falling Revenue Trend in 3Q15

    IBM’s 2Q15 results marked 13 straight quarters of falling revenue. This trend continued in fiscal 3Q15 when IBM failed to report any revenue growth.

    By Anne Shields
  • Tech & Comm Services

    Must-know: An in-depth review of SanDisk’s 2Q14 earnings

    SanDisk (SNDK) was founded in 1988. It’s a pioneer in flash memory technology. It designs, develops, and manufactures NAND flash memory storage solutions.

    By Anne Shields
  • uploads///china
    Company & Industry Overviews

    Why China-Based Companies Might Pursue SanDisk

    Owing to China’s keen interest and demand in the semiconductor space, a China-based conglomerate would be an interesting choice to acquire SanDisk.

    By Anne Shields
  • uploads///apple
    Company & Industry Overviews

    Apple Is a Fundamentally Strong Stock

    Cash-to-debt ratio measures a company’s financial strength. Apple’s cash-to-debt ratio in 3Q15 is 0.6x, which is lower than the industry median of 1.4x.

    By Adam Rogers
  • uploads///Series  A
    Company & Industry Overviews

    How Will the Memory Market’s Transition to 3D Impact Earnings?

    Samsung (SSNLF) started mass production of 3D V-NAND flash memory chips in May 2014, giving it the advantage of being a first mover.

    By Puja Tayal
  • uploads///WDC
    Company & Industry Overviews

    Western Digital’s Telling YoY Revenues in 4Q15

    Western Digital reported 4Q15 revenues of $3.2 billion—a 10.11% decrease compared to 3Q15 and 12.59% lower than its 4Q14 revenues.

    By Adam Rogers
  • uploads///NTAP
    Fund Managers

    NetApp Dropped from Oaktree Capital’s Portfolio

    NetApp offers data management and storage systems, software, and services. NetApp increased its stock repurchase program by an additional $2.5 billion.

    By Stuart McKenzie
  • Tech & Comm Services

    Must-read: Is SanDisk stock worth including in your portfolio?

    SanDisk (SNDK) is considered a pioneer in flash memory. As the cloud is increasingly adopted for data storage, consumers and enterprises are likely to opt for SSDs rather than HDDs in new systems.

    By Anne Shields
  • uploads///part
    Company & Industry Overviews

    Looking Back on Micron Technology’s Plunge in 2015

    As of the end of December 2015, Micron Technology has generated YTD returns of -59%, compared to 61% in 2014.

    By Adam Rogers
  • Tech & Comm Services

    Why competition in the 3D NAND flash space is heating up

    Micron revealed plans to transition from planar NAND flash to 3D NAND flash, with volume production targeted for fiscal 2015 with planar NAND scaling slowing down and reaching its limits.

    By Samantha Nielson
  • uploads///WDC
    Earnings Report

    Western Digital’s Fiscal 2015 Revenues, Cash Flow, and Operating Expenses

    Western Digital generated $488 million in cash from operations in 4Q15, ending with total cash and cash equivalents of $5 billion.

    By Adam Rogers
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    Earnings Report

    Why Have Seagate and Western Digital Had Such a Tough 2016?

    Seagate’s shares fell by 13% in the week ending January 22, after Mizuho cut its price target for STX from $38 to $32 and provided a “neutral” rating.

    By Adam Rogers
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    Miscellaneous

    Challenges for the Western Digital-SanDisk Merger

    One of Western Digital’s top shareholders, Alken Asset Management, opposed the merger in its open letter to Western Digital’s board.

    By Puja Tayal
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    Earnings Report

    Look What Just Sent Seagate’s Stock Spiraling Downward

    In fiscal 3Q16, Seagate reported revenues of $2.6 billion and a gross margin of 20.2%. Its net loss was $21 million, with diluted EPS of -$0.07.

    By Adam Rogers
  • uploads///Screenshot
    Earnings Report

    Earnings Season: Will Seagate’s Loss Be Western Digital’s Win?

    Western Digital (WDC) and Seagate have cutthroat competition in the HDD (hard disk drive) space, with the former accounting for a 43.6% share and the latter for a 40.1% share.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    Behind Applied Materials’ Fiscal 2Q16 Revenue

    In fiscal 2Q16, Applied Materials’ (AMAT) revenue was almost flat at $2.45 billion, beating the analyst estimates of $2.43 billion.

    By Puja Tayal
  • uploads///part
    Company & Industry Overviews

    Economic Uncertainties May Limit Global NAND Flash Revenues

    Samsung has started mass production of 3D-NAND flash memory and has gradually increased its market share in this segment.

    By Adam Rogers
  • uploads///embedded
    Tech & Comm Services

    Why SanDisk’s embedded segment is key for growth

    Although high-end smartphones and tablets will bring significant revenues for SanDisk, the company expects the SSD division to benefit more than its embedded segment will.

    By Anne Shields
  • uploads///PART
    Company & Industry Overviews

    Apple Trades Below Moving Averages

    Out of 23 analysts covering Apple stock, 40 have a “buy” recommendation, two have a “sell” recommendation, and 13 have a “hold” recommendation.

    By Adam Rogers
  • uploads///sandisk tam
    Earnings Report

    Investors: What to Consider if You Invest in SanDisk

    If it’s true that Apple is changing its preference to Samsung, SanDisk will lose a very important customer, which will negatively impact SanDisk’s top line.

    By Anne Shields
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    Fund Managers

    NetApp Shines in an Underperforming Industry

    The Technology, Hardware, and Storage subsector generated returns of -0.97% in the last week, compared with 0.69% for XLK. As a whole, the subgroup is trending down due to lower demand for computers.

    By Adam Rogers
  • uploads///storage
    Company & Industry Overviews

    More Motives behind EMC’s Sale to Dell: the Third Platform

    EMC houses storage, server, cloud, and big data under its business model. But IDC predicts that third platform technology will grow by ~20% by 2020.

    By Anne Shields
  • uploads///Series  A
    Miscellaneous

    Why Is Alken Against the Western Digital–SanDisk Merger?

    In light of the changes in the business and capital markets, Alken is urging Western Digital to back out of the merger by paying a $184.4 million termination fee.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    How Micron’s Storage Business Will Drive 3D NAND Growth

    The data storage market is growing rapidly with the emergence of the cloud. Like Intel, Micron has been increasing its exposure in the storage space.

    By Puja Tayal
  • Does SanDisk’s margin have scope for expansion?
    Tech & Comm Services

    Does SanDisk’s margin have scope for expansion?

    Increased contribution of the embedded solutions segment towards SanDisk’s overall revenues is a positive sign.

    By Anne Shields
  • Tech & Comm Services

    SanDisk launches its largest SD memory card ever

    In September 2014, SanDisk (SNDK) released the Extreme Pro SDXC memory card, which is the world’s first Secure Digital card with storage of 512 gigabytes of data.

    By Anne Shields
  • uploads///NAND
    Tech & Comm Services

    Why the cloud is a boon for SanDisk’s NAND flash growth

    Cloud storage has opened up a plethora of opportunities for SanDisk, as cloud storage is completely dependent on flash drives to be super fast.

    By Anne Shields
  • Tech & Comm Services

    What are SanDisk’s key channels?

    For the nine months ended FY14, SanDisk’s commercial channel contributed 67% to the company’s overall revenues.

    By Anne Shields
  • uploads///Series  A
    Company & Industry Overviews

    Micron’s Transition to 3D NAND Temporarily Reduces Storage Revenue

    In fiscal 3Q16, Micron’s SBU (Storage Business Unit) revenue fell by 20% on both a year-over-year and quarter-over-quarter basis to $719 million.

    By Puja Tayal
  • uploads///Series  A
    Tech & Comm Services

    Marvell Attracts Interest from China

    Marvell’s rich patent portfolio makes it an ideal acquisition target for China, which is looking to acquire multinational semiconductor companies.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What’s the Root Cause of Marvell’s Problems?

    Let’s dig into the cause of Marvell’s accounting issues, see how one thing led to another, and look at how its new management plans to untangle the chaos.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    What the Investments of Micron and Other Suppliers in 3D NAND Capacity Could Mean

    Micron is moving a step further and developing 3D NAND Generation 2 technology. It expects to bring this into production in fiscal 2Q17.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    Broadcom Maintains Profit Margin after Merger

    Broadcom’s non-GAAP interest expense rose threefold from $41 million in fiscal 1Q16 to $150 million in fiscal 2Q16.

    By Puja Tayal
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    Company & Industry Overviews

    How Do Analysts View Hewlett-Packard?

    Hewlett-Packard (HPQ) generated investor returns of -14.1% in the trailing-12-month period and 4.8% in the trailing-one-month period.

    By Adam Rogers
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    Company & Industry Overviews

    How Does Western Digital View Fiscal 4Q16?

    Revenues and operating expenses In fiscal 4Q16, Western Digital (WDC) expects revenues in the range of $2.6 billion–$2.7 billion. The firm expects its gross margin percentage to improve compared to fiscal 3Q16. It also expects operating expenses of $475 million in 4Q16. Excluding the impact due to the interest expense from debt financing related to […]

    By Adam Rogers
  • uploads///Series  A
    Company & Industry Overviews

    Applied Materials and the Shift from DRAM to NAND

    Applied Materials expects memory spending to remain flat on a YoY basis. But it expects spending to shift from DRAM to the nonvolatile flash memory NAND.

    By Puja Tayal
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    Miscellaneous

    Western Digital to Complete SanDisk Acquisition by June 2016

    The SanDisk (SNDK) and Western Digital (WDC) merger is expected to create a company with nearly $20 billion in combined revenue.

    By Adam Rogers
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    Company & Industry Overviews

    Western Digital Shares Slump as Net Profit Declines Substantially

    On April 29, 2016, Western Digital (WDC) announced its fiscal 3Q16 results. It reported revenues of $2.8 billion and net income of $74 million, with earnings per share of $0.32.

    By Adam Rogers
  • uploads///Series  A
    Company & Industry Overviews

    Why SanDisk’s Consumer Segments Drove Revenue Growth

    SanDisk started its business with removable products. The segment is one of its growth drivers and commands the largest share of its overall revenue.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    How Did SanDisk’s Product Mix Drive Revenue Growth?

    SanDisk’s product mix consists of five segments: removable, embedded, enterprise, client SSD (solid state drive), and other. The company earns most of its revenue from removable.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    Why SanDisk Returned to Growth after a Year of Revenue Declines

    In fiscal 1Q16, SanDisk’s (SNDK) revenue rose 3% YoY, topping analysts’ estimate and its own guidance. This was the first growth after four consecutive quarters of decline.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    SanDisk’s Fiscal 1Q16 Results: What a Surprise!

    This earnings season is full of surprises for the semiconductor industry. SanDisk (SNDK) has now posted surprising results for fiscal 1Q16, which ended April 3, 2016.

    By Puja Tayal
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    Earnings Report

    How Will Dell Fund the EMC Acquisition?

    Dell is planning to sell ~$9 billion of unsecured junk bonds backing the EMC Corp. (EMC) acquisition. Dell is largely expected to pay an interest rate of ~10% unless there is a major improvement in the bond market.

    By Adam Rogers
  • uploads///Series  A
    Earnings Report

    Understanding the Financial Health of Intel’s Memory, Security, New Technology Groups

    While Intel (INTC) has been focused on its computing and data center revenues, its IoT (Internet of things) revenue grew significantly in 1Q16.

    By Puja Tayal
  • uploads///Portfolio Breakdown of the SHRAX
    Fund Managers

    What Portfolio Moves Did SHRAX Make prior to 1Q16?

    SHRAX’s assets were invested across 76 holdings as of March 2016, one less than a quarter ago. It was managing assets worth $12.6 billion as of March’s end.

    By David Ashworth
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    Company & Industry Overviews

    Why Have Seagate and Western Digital Had Rough Years So Far?

    Western Digital and Seagate account for 80% of the global HDD market. In the last few years, the HDD market has shrunk, while the SSD market has expanded.

    By Adam Rogers
  • uploads///
    Earnings Report

    Weak Demand and Inventory Drove Seagate’s Lower Guidance

    Recently, Seagate Technology (STX) announced its preliminary earnings results and lowered its revenue and margin estimates for fiscal 3Q16.

    By Adam Rogers
  • uploads///Series  A
    Earnings Report

    What Factors Affected Micron’s Profits in Fiscal 2Q16?

    On a non-GAAP (generally accepted accounting principles) basis, Micron Technology’s gross margin fell from 34% in fiscal 2Q15 to 20% in fiscal 2Q16.

    By Puja Tayal
  • uploads///Series  A
    Earnings Report

    Why Did Micron Post Negative Earnings in Fiscal 2Q16?

    Micron Technology’s fiscal 2Q16 revenue and fiscal 3Q16 guidance fell short of analysts’ estimates. The company expects growth to pick up in fiscal 2H16.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Why Micron Is Fast-Tracking Its 3D NAND Technology Development

    Micron is differentiating its 3D NAND flash technology from that of peers. But the ScanDisk-Toshiba joint venture says its 3D NAND offers more capacity.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Inside Micron’s Business Focus for 2016

    For 2016, Micron has set aside ~$5 billion in capital expenditure, of which ~$800 million is to be spent on one facility in Singapore and one in Idaho.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Micron Weighs in on Supply Growth in the Memory Industry

    Micron expects DRAM supply to grow in the range of 20%–25% in 2016 and then to slow to less than 20% in 2017 because technology is reaching scaling limits.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Micron Wonders: How Price Sensitive Can NAND Demand Get?

    Micron Technology expects NAND demand to grow at a CAGR of 40% between 2016 and 2019, driven by reduced costs and the higher performance of 3D NAND.

    By Puja Tayal
  • uploads/uploads///Vanguard Capital Opportunity Fund %E%% Investor Shares Vs Peers
    Company & Industry Overviews

    Options for Investors in the Vanguard Capital Opportunity Fund

    From a purely NAV (net asset value) return standpoint, the Vanguard Capital Opportunity Fund has had a forgettable one-year period until March 18, 2016, as it stood tenth among its peer group.

    By David Ashworth
  • uploads///Series  A
    Company & Industry Overviews

    Micron Technology Sees Long-Term Growth in the Memory Space

    While Micron Technology (MU) expects growth in memory content could drive future growth despite the slowdown in the consumer market, it continues to invest in breakthrough innovation.

    By Puja Tayal
  • uploads///Series  A
    Company & Industry Overviews

    Micron Aggressively Expands Its 3D NAND Capacity

    Micron is aggressively expanding its 3D NAND capacity. It aims to spend up to $2.5 billion of capital on ramping up production of 3D NAND Gen 1 and starting manufacturing of the Gen 2 chip.

    By Puja Tayal
  • uploads///Series  A
    Miscellaneous

    Why SanDisk Stands to Win by Merging with Western Digital

    The merger was as a breather for SanDisk shareholders. They have been facing lower share prices after the price fell by 24% between March 20 and March 26, 2015.

    By Puja Tayal
  • uploads///Series  A
    Miscellaneous

    How Will SanDisk Reduce the Cost for Western Digital?

    The overlap of products and customers between SanDisk and Western Digital would help reduce $180 million in operating expenses over the next 18 months.

    By Puja Tayal
  • uploads///Series  A
    Miscellaneous

    How Will Western Digital Benefit from the SanDisk Merger?

    The merger will create a company with nearly $20 billion in combined revenue. It would be able to capitalize on the enterprise storage products market.

    By Puja Tayal
  • uploads///Series  A
    Miscellaneous

    What Caused the Western Digital-Unisplendour Deal to Fall?

    Unisplendour backed out of the deal to acquire a 15% stake in Western Digital for ~$3.8 billion. Investors wondered if the merger deal would come through.

    By Puja Tayal
  • uploads///Series  A
    Miscellaneous

    Shareholders Approved the Western Digital-SanDisk Merger

    Shareholders’ verdict is out. Both Western Digital (WDC) and SanDisk (SNDK) shareholders approved the $17 billion merger.

    By Puja Tayal
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    Company & Industry Overviews

    Why NAND Flash Chip Revenues Fell in 4Q15

    Weaker shipments of smartphones, tablets, and notebooks also resulted in a 10%–11% drop in prices of eMMC and SSD (solid state drive) products in 4Q15. Revenues of the global NAND flash industry fell 2.3% quarter-over-quarter in 4Q15.

    By Adam Rogers
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    Company & Industry Overviews

    Why Tsinghua Terminated the Western Digital Investment Deal

    Last week, Tsinghua Unigroup’s subsidiary Unisplendour announced that its board of directors decided to terminate its investment plan in leading data storage company Western Digital (WDC).

    By Adam Rogers
  • uploads///Series  A
    Miscellaneous

    Alken Says $19 Billion Price for SanDisk Is Too High

    Alken stated that in light of changing market dynamics and the capital market scenario, the $19 billion price for SanDisk, which has been posting declining earnings in fiscal 2015, is too high.

    By Puja Tayal
  • Company & Industry Overviews

    Last Place: The ClearBridge Aggressive Growth Fund

    The ClearBridge Aggressive Growth Fund – Class A (SHRAX) had $12.1 billion worth of assets under management at the end of January 2016.

    By David Ashworth
  • uploads///Series  A
    Earnings Report

    Slow Commercial Demand Hits SanDisk’s Fiscal 4Q15 Revenue

    SanDisk and Texas Instruments joined the fray and reported their fiscal 4Q15 earnings on January 27. Explore this series for performance and growth prospects.

    By Puja Tayal
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    Company & Industry Overviews

    Samsung, Toshiba, and SanDisk Lead Global NAND Flash Market

    Samsung (SSNLF) accounts for 30% of the NAND flash market as of 3Q15. Other players in this space include Toshiba (TOSYY) and SanDisk (SNDK).

    By Adam Rogers
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    Earnings Report

    SAP Beat Analysts’ Estimates in Fiscal 4Q15

    SAP will announce its fiscal 4Q15 results on January 22, 2016. On January 11, 2016, SAP reported preliminary revenue of 6.4 billion euros.

    By Anne Shields
  • uploads///PART
    Company & Industry Overviews

    EMC Trades below Moving Averages in January 2016

    EMC (EMC) generated investor returns of -15.1% in the trailing-12-month period and -5.9% in the trailing-one-month period.

    By Adam Rogers
  • uploads///Portfolio Breakdown of the SHRAX
    Macroeconomic Analysis

    Analyzing the 2015 Allocation of ClearBridge Aggressive Growth Fund

    ClearBridge Aggressive Growth Fund’s top ten equity holdings in December included UnitedHealth Group (UNH), Comcast (CMCSA), SanDisk (SNDK), Broadcom (BRCM), and Anadarko (APC).

    By David Ashworth
  • uploads///revenue segment Q
    Earnings Report

    IBM Continued Its No-Revenue Growth Trend in 4Q15

    Though it failed to report revenue growth, IBM’s revenue and EPS of $22.1 billion and $4.84 beat analysts’ expectations by $20 million and $0.03 per share.

    By Anne Shields
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