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Neues Quartal, neues Glück,
Heute im Laufe des Tages (in USA) will Sandisk seine Quartalszahlen veröffentlichen.
Ich bin sehr gespannt, ob wieder einmal die Analysteschätzungen von 0,23 $ pro Aktie übertroffen werden.
Wenn ja, könnte das der Aktie endlich mal wieder eine Schub nach Norden geben, statt des dauernden Pendelns der letzten Wochen.
Da der bisherige Thread doch schon recht voll ist und die Ladezeit langsam störend wird, habe ich zum neuen Quartal mal einen neuen Thread aufgemacht. Ich hoffe, Ihr macht mit.
Um den alten Thread bei Bedarf immer wieder zu finden setze ich jetzt hier einen Link dorthin rein.
Der Vorgängerthread war
Thread: Sandisk
Gruß,
MarkV
Heute im Laufe des Tages (in USA) will Sandisk seine Quartalszahlen veröffentlichen.
Ich bin sehr gespannt, ob wieder einmal die Analysteschätzungen von 0,23 $ pro Aktie übertroffen werden.
Wenn ja, könnte das der Aktie endlich mal wieder eine Schub nach Norden geben, statt des dauernden Pendelns der letzten Wochen.
Da der bisherige Thread doch schon recht voll ist und die Ladezeit langsam störend wird, habe ich zum neuen Quartal mal einen neuen Thread aufgemacht. Ich hoffe, Ihr macht mit.
Um den alten Thread bei Bedarf immer wieder zu finden setze ich jetzt hier einen Link dorthin rein.
Der Vorgängerthread war
Thread: Sandisk
Gruß,
MarkV
Die Q-Zahlen waren wohl nix, wenn ich mir den Kursverlauf so ansehe. Oder täusche ich mich da ein bisschen ?? -9% als 60$ glatt um 22 Uhr.
SanDisk Announces Record Revenue, Royalties and Operating Income for Second Quarter 2000
SUNNYVALE, Calif.--(BUSINESS WIRE)--July 19, 2000--SanDisk Corporation (NASDAQ:SNDK), the world`s largest supplier of flash memory data storage products, today announced record revenue for its quarter ended June 30, 2000. Total second quarter revenues were $143.9 million, an increase of 174% from the second quarter of 1999 due primarily to increased revenues from CompactFlash and MultiMediaCard products and higher license and royalty revenues. Product revenues were $122.6 million, an increase of 190% from $42.3 million for the same period last year. Revenues from licenses and royalties were $21.4 million, up 109% from $10.2 million in the second quarter of 1999. Net income for the quarter was $24.3 million, up 326% compared to $5.7 million in the same period last year. In the second quarter, diluted earnings per share were $0.33, compared to $0.10 per share in the second quarter of 1999.
Total second quarter revenues increased sequentially by $34.6 million, or 32%, from total revenues of $109.4 million for the first quarter of 2000. Product revenues increased 26% and revenue from licenses and royalties grew 76%. Current quarter diluted earnings per share increased to $0.33 per share, up 57% compared to $0.21 per share (net the one-time gain related to the USIC merger) for the first quarter of 2000.
"The second quarter was an outstanding quarter for SanDisk with total revenues and operating income reaching record highs," said Dr. Eli Harari, President and CEO of SanDisk. "Business conditions during the quarter continued very strong. We experienced record bookings and order backlog is at an all time high. Revenues in the first half of 2000 exceeded revenues for all of fiscal 1999, and operating income for the second quarter exceeded operating income for the entire year of 1999. Sales of our MultiMediaCards for use in MP3 players, digital camcorders and smart phones approached one million units, and total unit sales reached a record three million units for the quarter. Product gross margins improved from 30% in the previous quarter to 31%. We are pleased with the large increase in royalty revenues from our current licensees, which is indicative of the strong growth in the Flash memory card markets that we pioneered.
"Sales growth improved sequentially in all geographic regions of the world, particularly in North America and Europe. Retail and OEM sales were strong worldwide, continuing the trend started in the fourth quarter.
"Looking forward to the next several quarters, we expect our markets to remain supply constrained and the pricing environment for our products to remain benign. Our primary focus is to increase our shippable flash memory capacity in time for the upcoming holiday sales season through flash memory process shrinks and the qualification of additional fab capacity. During the third quarter, we expect to complete qualification and begin production shipments of our .24 micron 256Mbit D2 technology from three UMC fabs, including their newest fab 8F. We have also started first customer shipments of NAND Flash memory from Toshiba`s Japanese fab. Toshiba is supplying us NAND wafers under the strategic agreement we concluded in the second quarter. We are optimistic about our prospects for further growth in revenues and profits in the second half of this year."
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, Calif.
SanDisk`s second quarter 2000 conference call is scheduled for 2:00 p.m. PDT, Wednesday, July 19. The phone number is 973/633-1010.
This news release contains forward looking statements including our expectations for future product revenues and bookings, average selling prices, gross margin and profits that are based on current expectations and involve risks and uncertainties that may affect our business, financial condition and results of operations. In addition to the factors discussed above, other risks include: the availability of adequate supply of flash memory wafers from UMC in Taiwan and from other sources; the availability of other critical materials and components; the timely and successful manufacturing ramp up of new product generations and new foundries with acceptable yields and manufacturing costs; the timely introduction and acceptance of new consumer products that incorporate our flash storage devices; future average selling price erosion due to excess capacity and price competition; the successful ramp up of assembly operations in China, Taiwan and the Philippines; seasonality of product sales; success in developing brand name preference and an efficient distribution system for SanDisk`s products in the retail channel; economic conditions and exchange rates in Japan, the Pacific Rim and other geographic regions as they affect SanDisk`s customers; the successful development and launch of our Secure Digital cards products; and the other risks detailed from time to time in our Securities and Exchange Commission filings and reports, including, but not limited to, the Form 10Q for the quarter ended March 31, 2000 and the Annual Report on Form 10-K for the year ended December 31, 1999. Future results may differ materially from those previously reported. We assume no obligation to update the information in this release.
Note to Editors: SanDisk`s web site/home page address: http://www.sandisk.com CompactFlash and CF are trademarks of SanDisk Corporation.
SanDisk Corporation
Condensed Consolidated Statements of Income
(In thousands, except per share data)
Three months ended Six months ended
June 30, June 30,
2000 1999 2000 1999
---- ---- ---- ----
Revenues:
Product $122,573 $ 42,300 $219,822 $ 78,226
License and royalty 21,376 10,249 33,496 18,459
-------- -------- -------- --------
Total revenues 143,949 52,549 253,318 96,685
Cost of sales 84,514 30,858 152,272 57,367
-------- -------- -------- --------
Gross profits 59,435 21,691 101,046 39,318
Operating expenses:
Research and development 11,051 6,007 19,820 11,219
Sales and marketing 11,519 5,755 22,063 10,928
General and
administrative 6,013 2,896 10,760 5,290
-------- -------- -------- --------
Total operating expenses 28,583 14,658 52,643 27,437
Operating income 30,852 7,033 48,403 11,881
Interest income 5,818 1,436 11,436 2,834
Gain on investment
in foundry -- -- 344,168 --
Other income, net 665 29 1,099 235
-------- -------- -------- --------
Income before taxes 37,335 8,498 405,106 14,950
Provision for income
taxes 13,067 2,804 161,567 4,933
-------- -------- -------- --------
Net income $ 24,268 $ 5,694 $243,539 $ 10,017
-------- -------- -------- --------
Net income per share
Basic $ 0.36 $ 0.11 $ 3.66 $ 0.19
Diluted $ 0.33 $ 0.10 $ 3.34 $ 0.17
Shares used in computing
net income per share
Basic 66,817 53,886 66,456 53,710
Diluted 72,798 59,028 72,907 58,828
SanDisk Corporation
Condensed Consolidated Balance Sheets
(In thousands)
June 30, 2000 Dec. 31, 1999
------------- -------------
ASSETS
Current Assets:
Cash and cash equivalents $ 175,829 $ 146,170
Short-term investments 305,701 311,049
Investment in UMC 216,225 --
Accounts receivable, net 83,658 52,434
Inventories 46,760 35,679
Deferred tax assets -- 17,000
Prepaid expenses and
other current assets 5,993 6,058
---------- ----------
Total current assets 834,166 568,390
Property and equipment, net 34,793 31,788
Investment in foundries 212,740 51,208
Deposits and other assets 9,936 6,338
---------- ----------
Total Assets $1,091,635 $ 657,724
---------- ----------
LIABILITIES AND STOCKHOLDERS` EQUITY
Current Liabilities:
Accounts payable $ 42,648 $ 30,734
Accrued payroll and
related expenses 11,667 8,259
Income taxes payable 22,005 5,843
Other accrued liabilities 18,624 11,378
Deferred tax liability 60,671 --
Deferred revenue 32,971 29,383
---------- ----------
Total current liabilities 188,586 85,597
Deferred tax liability 68,317 --
---------- ----------
Total liabilities 256,903 85,597
Stockholders` Equity:
Common stock 532,343 524,131
Retained earnings 302,389 47,996
---------- ----------
Total stockholders` equity 834,732 572,127
---------- ----------
Total Liabilities and
Stockholders` Equity $1,091,635 $ 657,724
---------- ----------
SUNNYVALE, Calif.--(BUSINESS WIRE)--July 19, 2000--SanDisk Corporation (NASDAQ:SNDK), the world`s largest supplier of flash memory data storage products, today announced record revenue for its quarter ended June 30, 2000. Total second quarter revenues were $143.9 million, an increase of 174% from the second quarter of 1999 due primarily to increased revenues from CompactFlash and MultiMediaCard products and higher license and royalty revenues. Product revenues were $122.6 million, an increase of 190% from $42.3 million for the same period last year. Revenues from licenses and royalties were $21.4 million, up 109% from $10.2 million in the second quarter of 1999. Net income for the quarter was $24.3 million, up 326% compared to $5.7 million in the same period last year. In the second quarter, diluted earnings per share were $0.33, compared to $0.10 per share in the second quarter of 1999.
Total second quarter revenues increased sequentially by $34.6 million, or 32%, from total revenues of $109.4 million for the first quarter of 2000. Product revenues increased 26% and revenue from licenses and royalties grew 76%. Current quarter diluted earnings per share increased to $0.33 per share, up 57% compared to $0.21 per share (net the one-time gain related to the USIC merger) for the first quarter of 2000.
"The second quarter was an outstanding quarter for SanDisk with total revenues and operating income reaching record highs," said Dr. Eli Harari, President and CEO of SanDisk. "Business conditions during the quarter continued very strong. We experienced record bookings and order backlog is at an all time high. Revenues in the first half of 2000 exceeded revenues for all of fiscal 1999, and operating income for the second quarter exceeded operating income for the entire year of 1999. Sales of our MultiMediaCards for use in MP3 players, digital camcorders and smart phones approached one million units, and total unit sales reached a record three million units for the quarter. Product gross margins improved from 30% in the previous quarter to 31%. We are pleased with the large increase in royalty revenues from our current licensees, which is indicative of the strong growth in the Flash memory card markets that we pioneered.
"Sales growth improved sequentially in all geographic regions of the world, particularly in North America and Europe. Retail and OEM sales were strong worldwide, continuing the trend started in the fourth quarter.
"Looking forward to the next several quarters, we expect our markets to remain supply constrained and the pricing environment for our products to remain benign. Our primary focus is to increase our shippable flash memory capacity in time for the upcoming holiday sales season through flash memory process shrinks and the qualification of additional fab capacity. During the third quarter, we expect to complete qualification and begin production shipments of our .24 micron 256Mbit D2 technology from three UMC fabs, including their newest fab 8F. We have also started first customer shipments of NAND Flash memory from Toshiba`s Japanese fab. Toshiba is supplying us NAND wafers under the strategic agreement we concluded in the second quarter. We are optimistic about our prospects for further growth in revenues and profits in the second half of this year."
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, Calif.
SanDisk`s second quarter 2000 conference call is scheduled for 2:00 p.m. PDT, Wednesday, July 19. The phone number is 973/633-1010.
This news release contains forward looking statements including our expectations for future product revenues and bookings, average selling prices, gross margin and profits that are based on current expectations and involve risks and uncertainties that may affect our business, financial condition and results of operations. In addition to the factors discussed above, other risks include: the availability of adequate supply of flash memory wafers from UMC in Taiwan and from other sources; the availability of other critical materials and components; the timely and successful manufacturing ramp up of new product generations and new foundries with acceptable yields and manufacturing costs; the timely introduction and acceptance of new consumer products that incorporate our flash storage devices; future average selling price erosion due to excess capacity and price competition; the successful ramp up of assembly operations in China, Taiwan and the Philippines; seasonality of product sales; success in developing brand name preference and an efficient distribution system for SanDisk`s products in the retail channel; economic conditions and exchange rates in Japan, the Pacific Rim and other geographic regions as they affect SanDisk`s customers; the successful development and launch of our Secure Digital cards products; and the other risks detailed from time to time in our Securities and Exchange Commission filings and reports, including, but not limited to, the Form 10Q for the quarter ended March 31, 2000 and the Annual Report on Form 10-K for the year ended December 31, 1999. Future results may differ materially from those previously reported. We assume no obligation to update the information in this release.
Note to Editors: SanDisk`s web site/home page address: http://www.sandisk.com CompactFlash and CF are trademarks of SanDisk Corporation.
SanDisk Corporation
Condensed Consolidated Statements of Income
(In thousands, except per share data)
Three months ended Six months ended
June 30, June 30,
2000 1999 2000 1999
---- ---- ---- ----
Revenues:
Product $122,573 $ 42,300 $219,822 $ 78,226
License and royalty 21,376 10,249 33,496 18,459
-------- -------- -------- --------
Total revenues 143,949 52,549 253,318 96,685
Cost of sales 84,514 30,858 152,272 57,367
-------- -------- -------- --------
Gross profits 59,435 21,691 101,046 39,318
Operating expenses:
Research and development 11,051 6,007 19,820 11,219
Sales and marketing 11,519 5,755 22,063 10,928
General and
administrative 6,013 2,896 10,760 5,290
-------- -------- -------- --------
Total operating expenses 28,583 14,658 52,643 27,437
Operating income 30,852 7,033 48,403 11,881
Interest income 5,818 1,436 11,436 2,834
Gain on investment
in foundry -- -- 344,168 --
Other income, net 665 29 1,099 235
-------- -------- -------- --------
Income before taxes 37,335 8,498 405,106 14,950
Provision for income
taxes 13,067 2,804 161,567 4,933
-------- -------- -------- --------
Net income $ 24,268 $ 5,694 $243,539 $ 10,017
-------- -------- -------- --------
Net income per share
Basic $ 0.36 $ 0.11 $ 3.66 $ 0.19
Diluted $ 0.33 $ 0.10 $ 3.34 $ 0.17
Shares used in computing
net income per share
Basic 66,817 53,886 66,456 53,710
Diluted 72,798 59,028 72,907 58,828
SanDisk Corporation
Condensed Consolidated Balance Sheets
(In thousands)
June 30, 2000 Dec. 31, 1999
------------- -------------
ASSETS
Current Assets:
Cash and cash equivalents $ 175,829 $ 146,170
Short-term investments 305,701 311,049
Investment in UMC 216,225 --
Accounts receivable, net 83,658 52,434
Inventories 46,760 35,679
Deferred tax assets -- 17,000
Prepaid expenses and
other current assets 5,993 6,058
---------- ----------
Total current assets 834,166 568,390
Property and equipment, net 34,793 31,788
Investment in foundries 212,740 51,208
Deposits and other assets 9,936 6,338
---------- ----------
Total Assets $1,091,635 $ 657,724
---------- ----------
LIABILITIES AND STOCKHOLDERS` EQUITY
Current Liabilities:
Accounts payable $ 42,648 $ 30,734
Accrued payroll and
related expenses 11,667 8,259
Income taxes payable 22,005 5,843
Other accrued liabilities 18,624 11,378
Deferred tax liability 60,671 --
Deferred revenue 32,971 29,383
---------- ----------
Total current liabilities 188,586 85,597
Deferred tax liability 68,317 --
---------- ----------
Total liabilities 256,903 85,597
Stockholders` Equity:
Common stock 532,343 524,131
Retained earnings 302,389 47,996
---------- ----------
Total stockholders` equity 834,732 572,127
---------- ----------
Total Liabilities and
Stockholders` Equity $1,091,635 $ 657,724
---------- ----------
Aber warum ist der Kurs so gefallen ????
der handel wurde kurz vor ende angehalten. dann kamen die zahlen.
gerade haben sie wieder begonnen, nachbörslich zu handeln.
aktueller kurs: 66,5 $
gerade haben sie wieder begonnen, nachbörslich zu handeln.
aktueller kurs: 66,5 $
Trading Spotlight
weiter geht`s: nun 67,375 $
68 3/4 (kurzfristig mal). Alles andere hätte mich auch schwer gewundert.
Hallo SanDisk Fans,
mal was kritisches:
Ich nämlich die jüngsten Quartalszahlen von SNDK mit denen von SSTI verglichen:
Zahlen 2.Quartal SNDK:
Umsatz: $144 Mio (+174% gegenüber Vorjahr)
income: $24,3=$0,33/share (+326% gegenüber Vorjahr)
Zahlen 2.Quartal SSTI:
Umsatz: $103 Mio (+349% gegenüber Vorjahr)
income: $22,5 Mio=$0,71/share (Vorjahr: Verlust von $3,6 Mio)
Die Geschäftsentwicklung insgesamt (von siliconinvestor.com):
Über 5 Jahre gesehen liegt das sales Wachstum bei Sandisk bei 47,5% (SSTI:98,1%).
SNDK ist zwar schon lange in der Gewinnzone; die Gewinne schwanken jedoch erheblich (1997: 0,39, 1998:0,215, 1999:0,425). SSTI macht in 2000 erste Gewinne.
Den größten Unterschied sieht man in den Analystenschätzungen für dieses und nächstes Jahr:
$0,9 und $1,23 für SNDK und $1,73 und $3,41 bei SSTI.
Macht ein KGV2001 von 49 (SNDK) bzw. 25 (SSTI).
Fazit:
Beide Firmen haben im Moment nahezu vergleichbaren Umsatz und Gewinn.
SNDK hat jedoch ein deutlich langsameres Wachstum und eine fast doppelt so hohe Marktkapitalisierung ($4 Mrd zu $2,5 Mrd).
Falls der Markt irgendwann mal wieder rational reagiert, sollte sich dieser Bewertungsunterschied abbauen.
Man sollte auch die Konkurrenz im Auge behalten, denn AMD investiert gerade $1,5 Mrd in eine Flashfabrik, die nächstes Jahr produziert.
PiratPilot
PS:
Beide Firmen sitzen in Sunnyvale, California.
mal was kritisches:
Ich nämlich die jüngsten Quartalszahlen von SNDK mit denen von SSTI verglichen:
Zahlen 2.Quartal SNDK:
Umsatz: $144 Mio (+174% gegenüber Vorjahr)
income: $24,3=$0,33/share (+326% gegenüber Vorjahr)
Zahlen 2.Quartal SSTI:
Umsatz: $103 Mio (+349% gegenüber Vorjahr)
income: $22,5 Mio=$0,71/share (Vorjahr: Verlust von $3,6 Mio)
Die Geschäftsentwicklung insgesamt (von siliconinvestor.com):
Über 5 Jahre gesehen liegt das sales Wachstum bei Sandisk bei 47,5% (SSTI:98,1%).
SNDK ist zwar schon lange in der Gewinnzone; die Gewinne schwanken jedoch erheblich (1997: 0,39, 1998:0,215, 1999:0,425). SSTI macht in 2000 erste Gewinne.
Den größten Unterschied sieht man in den Analystenschätzungen für dieses und nächstes Jahr:
$0,9 und $1,23 für SNDK und $1,73 und $3,41 bei SSTI.
Macht ein KGV2001 von 49 (SNDK) bzw. 25 (SSTI).
Fazit:
Beide Firmen haben im Moment nahezu vergleichbaren Umsatz und Gewinn.
SNDK hat jedoch ein deutlich langsameres Wachstum und eine fast doppelt so hohe Marktkapitalisierung ($4 Mrd zu $2,5 Mrd).
Falls der Markt irgendwann mal wieder rational reagiert, sollte sich dieser Bewertungsunterschied abbauen.
Man sollte auch die Konkurrenz im Auge behalten, denn AMD investiert gerade $1,5 Mrd in eine Flashfabrik, die nächstes Jahr produziert.
PiratPilot
PS:
Beide Firmen sitzen in Sunnyvale, California.
sandisk ist nunmal, ich sage mal "etablierter". nicht zuletzt aufgrund der gewinne, die das unternehmen seit jahren macht.
man ist sehr gut positioniert und hat sich einen namen gemacht. das schafft anlegervertrauen und eine hohe bewertung.
dazu kommt eine vielzahl an kooperationen, die in den letzten monaten mit den who-is-who der branche geschlossen wurden.
sndk hat gestern nachbörslich übrigens mit 68 $ geschlossen. nach 60 $ zum börsenschluß. derzeit wird in FSE zu 78,5 $ gehandelt.
man ist sehr gut positioniert und hat sich einen namen gemacht. das schafft anlegervertrauen und eine hohe bewertung.
dazu kommt eine vielzahl an kooperationen, die in den letzten monaten mit den who-is-who der branche geschlossen wurden.
sndk hat gestern nachbörslich übrigens mit 68 $ geschlossen. nach 60 $ zum börsenschluß. derzeit wird in FSE zu 78,5 $ gehandelt.
in frankfurt gingen grad 843 und sechs minuten später in stuttgart 320 jeweils zu 77,95 euro, obwohl wir in usa vorbörslich bei 68,625 $ stehen?
wer kauft denn da solche summen mit aufschlag in deutschland?
wer kauft denn da solche summen mit aufschlag in deutschland?
Nach den Quartalszahlen gibt es einige Neubewertungen
• Alert: Mrgn Stnly Dn Wttr reiterates coverage of SNDK at Outperform (Headline only) Briefing.com - 09:10 AM
EDT
• Alert: Merrill Lynch reiterates coverage of SNDK at NT Buy/LT Buy, price target $135 (Headline only)
Briefing.com - 08:55 AM EDT
• Alert: First Union Sec reiterates coverage of SNDK at Strong Buy, price target $200 (Headline only)
Briefing.com - 08:35 AM EDT
@PiratPilot
Das stimmt schon nachdenklich, aber es ist immer das gleiche Problem, je größer ein Unternehmen, desto schwieriger ist es das rasante Wachstum aufrecht zu erhalten.
Übrigens für Sandisk spricht auch noch daß deren Technologie inzwischen von vielen großen der Branche als Standart akzeptiert wurde.
Gruß,
MarkV
• Alert: Mrgn Stnly Dn Wttr reiterates coverage of SNDK at Outperform (Headline only) Briefing.com - 09:10 AM
EDT
• Alert: Merrill Lynch reiterates coverage of SNDK at NT Buy/LT Buy, price target $135 (Headline only)
Briefing.com - 08:55 AM EDT
• Alert: First Union Sec reiterates coverage of SNDK at Strong Buy, price target $200 (Headline only)
Briefing.com - 08:35 AM EDT
@PiratPilot
Das stimmt schon nachdenklich, aber es ist immer das gleiche Problem, je größer ein Unternehmen, desto schwieriger ist es das rasante Wachstum aufrecht zu erhalten.
Übrigens für Sandisk spricht auch noch daß deren Technologie inzwischen von vielen großen der Branche als Standart akzeptiert wurde.
Gruß,
MarkV
SanDisk Corp (Nasdaq: SNDK), Hersteller von Flashspeicherprodukten, meldete Zahlen für das zweite Quartal 2000, die die Schätzungen der Experten deutlich übertrafen. Das Unternehmen erwirtschaftete einen Gewinn von 24,3 Mio. Dollar oder 33 Cent pro Aktie gegenüber 5,7 Mio. Dollar (10 Cent/Aktie) im letzten Jahr und weit oberhalb der Prognosen von 22 Cent pro Aktie.
Der Umsatz stieg um 174 Prozent auf 143,9 Mio. US-Dollar im Vergleich zu 52,5 Mio. Dollar in der gleichen Periode letzten Jahres. Diese Steigerung resultiert aus gestiegenen Einnahmen von CompactFlash- und MultiMediaCard-Produkten und gestiegenen Einkünften aus Lizenz- und Patentgebühren.
(WO)
nun weiß ich auch, weshalb sandisk die letzten beiden tage in deutschland mit deutlichem aufschlag gehandelt wurde. die gestrige "börse online" enthält einen dreiseitigen, äußerst euphorischen otmar-weber-bericht über "flash-speicher".
zugleich ist der artikel eine lobeshymne auf sandisk: kurze unternehmens- und produkt-beschreibung, betonung der namhaften kooperationspartner, andeutung, daß der sandisk-speicher zum standardmedium für mobile digitale geräte werden könnte, aktie derzeit auf einstiegsniveau, kursziel 120 $.
Der Umsatz stieg um 174 Prozent auf 143,9 Mio. US-Dollar im Vergleich zu 52,5 Mio. Dollar in der gleichen Periode letzten Jahres. Diese Steigerung resultiert aus gestiegenen Einnahmen von CompactFlash- und MultiMediaCard-Produkten und gestiegenen Einkünften aus Lizenz- und Patentgebühren.
(WO)
nun weiß ich auch, weshalb sandisk die letzten beiden tage in deutschland mit deutlichem aufschlag gehandelt wurde. die gestrige "börse online" enthält einen dreiseitigen, äußerst euphorischen otmar-weber-bericht über "flash-speicher".
zugleich ist der artikel eine lobeshymne auf sandisk: kurze unternehmens- und produkt-beschreibung, betonung der namhaften kooperationspartner, andeutung, daß der sandisk-speicher zum standardmedium für mobile digitale geräte werden könnte, aktie derzeit auf einstiegsniveau, kursziel 120 $.
Hallo Pitu,
hab ich auch gelesen, ..... und recht hat er.
übrigens PiratPilot,
mit dem erwähnten Rekordgewinn sinkt natürlich auch das KGV wieder, was den Abstand zu Silicon Storage verringert.
Indem Artikel von Ottmar Weber werden auch noch andere Vorteile von SanDisk gegenüber Silicon Storage deutlich. Erstere haben sich auf Compact Flash Memory spezialisiert, wo sie Marktführer sind und ettliche Patente besitzen. In diesem Bereich noch keine starke Konkurrenz der großen der Branche. Silicon Storage wird es jedoch in Zukunft mit Unternehmen wie Intel zu tun bekommen, was natürlich einen großen Risikofaktor beinhaltet.
Gruß,
Mark
hab ich auch gelesen, ..... und recht hat er.
übrigens PiratPilot,
mit dem erwähnten Rekordgewinn sinkt natürlich auch das KGV wieder, was den Abstand zu Silicon Storage verringert.
Indem Artikel von Ottmar Weber werden auch noch andere Vorteile von SanDisk gegenüber Silicon Storage deutlich. Erstere haben sich auf Compact Flash Memory spezialisiert, wo sie Marktführer sind und ettliche Patente besitzen. In diesem Bereich noch keine starke Konkurrenz der großen der Branche. Silicon Storage wird es jedoch in Zukunft mit Unternehmen wie Intel zu tun bekommen, was natürlich einen großen Risikofaktor beinhaltet.
Gruß,
Mark
SanDisk Promotes Nelson Chan to Senior Vice President of Worldwide Sales and Marketing
SUNNYVALE, Calif.--(BUSINESS WIRE)--July 24, 2000--SanDisk Corporation (NASDAQ:SNDK), the world`s largest supplier of flash memory cards, today promoted Nelson Chan to senior vice president of worldwide sales and marketing. Chan, who was formerly SanDisk`s senior vice president of worldwide marketing, will report to Eli Harari, SanDisk CEO and president.
Harari said, "It`s a real pleasure to announce the promotion of Nelson Chan to senior vice president of worldwide sales and marketing. Nelson has been a key contributor to SanDisk`s success, evidenced by our consistent record of growing sales, record customer orders and backlog and clear market leadership positions in the OEM, retail and industrial distribution channels we serve. Nelson has also played a pivotal role in establishing SanDisk`s CompactFlash(TM), MultiMediaCards and most recently the Secure Digital Card as industry standard card formats. I look forward to working closely with Nelson as we continue to drive for rapid growth globally by applying our exciting technology to the consumer, wireless and Internet market opportunities that are just beginning to take off."
When Chan joined SanDisk, annual revenues were $22 million. In 1999, company revenues were $247 million, an 82 percent increase over the $135.8 million recorded in 1998. During his tenure at SanDisk, the company has become, according to independent market research surveys, the worldwide market share leader in the flash memory card industry. SanDisk also significantly expanded its OEM accounts and became a major force in the retail market by selling its branded products in more than 20,000 retail outlets worldwide.
Chan has more than 17 years of high-technology marketing and engineering experience. He was one of the principal organizers of the CompactFlash Association and the MultiMediaCard Association. Together, the two associations have more than 200 members. Chan is an officer of the CompactFlash Association and a board member of the MultiMediaCard Association. Before joining SanDisk, Chan was marketing manager for the Integrated Systems Products Division at Chips and Technologies and also held marketing and engineering positions at Signetics and Delco Electronics.
SUNNYVALE, Calif.--(BUSINESS WIRE)--July 24, 2000--SanDisk Corporation (NASDAQ:SNDK), the world`s largest supplier of flash memory cards, today promoted Nelson Chan to senior vice president of worldwide sales and marketing. Chan, who was formerly SanDisk`s senior vice president of worldwide marketing, will report to Eli Harari, SanDisk CEO and president.
Harari said, "It`s a real pleasure to announce the promotion of Nelson Chan to senior vice president of worldwide sales and marketing. Nelson has been a key contributor to SanDisk`s success, evidenced by our consistent record of growing sales, record customer orders and backlog and clear market leadership positions in the OEM, retail and industrial distribution channels we serve. Nelson has also played a pivotal role in establishing SanDisk`s CompactFlash(TM), MultiMediaCards and most recently the Secure Digital Card as industry standard card formats. I look forward to working closely with Nelson as we continue to drive for rapid growth globally by applying our exciting technology to the consumer, wireless and Internet market opportunities that are just beginning to take off."
When Chan joined SanDisk, annual revenues were $22 million. In 1999, company revenues were $247 million, an 82 percent increase over the $135.8 million recorded in 1998. During his tenure at SanDisk, the company has become, according to independent market research surveys, the worldwide market share leader in the flash memory card industry. SanDisk also significantly expanded its OEM accounts and became a major force in the retail market by selling its branded products in more than 20,000 retail outlets worldwide.
Chan has more than 17 years of high-technology marketing and engineering experience. He was one of the principal organizers of the CompactFlash Association and the MultiMediaCard Association. Together, the two associations have more than 200 members. Chan is an officer of the CompactFlash Association and a board member of the MultiMediaCard Association. Before joining SanDisk, Chan was marketing manager for the Integrated Systems Products Division at Chips and Technologies and also held marketing and engineering positions at Signetics and Delco Electronics.
SanDisk and TDK Sign Flash Memory Card Cross-Licensing Patent Agreement
SUNNYVALE, Calif.--(BUSINESS WIRE)--July 26, 2000--SanDisk Corporation (Nasdaq:SNDK) and TDK Corporation (NYSE:TDK) announced today that they have signed a worldwide cross licensing patent agreement covering TDK`s flash memory card products and SanDisk`s flash memory integrated circuits and flash memory card products.
Under the patent agreement, SanDisk is licensed to TDK`s patents covering the design and manufacture of flash memory integrated circuits and card products. TDK is licensed to SanDisk`s patents covering the design and manufacture of licensed flash card products. Both companies have global rights to use these patents in the licensed product areas. The specific terms of the SanDisk and TDK patent agreement are confidential.
Eli Harari, SanDisk president and CEO, said, "I am very pleased with this agreement between TDK and Sandisk that will allow both companies to reap the rewards of the many card-level patents that each company holds. TDK, one of the world`s premier electronics companies, is the eighth firm that SanDisk has signed a cross-licensing patent agreement with. We see this as just the first step for expanding the business cooperation between our two companies."
Hajime Sawabe, president and CEO of TDK, said, "We are excited about this business relationship that we have formed with SanDisk, the world`s leading company in the flash data storage market. TDK is planning on a new business development with SanDisk which we expect will result in long-term growth and profitability for both companies."
SUNNYVALE, Calif.--(BUSINESS WIRE)--July 26, 2000--SanDisk Corporation (Nasdaq:SNDK) and TDK Corporation (NYSE:TDK) announced today that they have signed a worldwide cross licensing patent agreement covering TDK`s flash memory card products and SanDisk`s flash memory integrated circuits and flash memory card products.
Under the patent agreement, SanDisk is licensed to TDK`s patents covering the design and manufacture of flash memory integrated circuits and card products. TDK is licensed to SanDisk`s patents covering the design and manufacture of licensed flash card products. Both companies have global rights to use these patents in the licensed product areas. The specific terms of the SanDisk and TDK patent agreement are confidential.
Eli Harari, SanDisk president and CEO, said, "I am very pleased with this agreement between TDK and Sandisk that will allow both companies to reap the rewards of the many card-level patents that each company holds. TDK, one of the world`s premier electronics companies, is the eighth firm that SanDisk has signed a cross-licensing patent agreement with. We see this as just the first step for expanding the business cooperation between our two companies."
Hajime Sawabe, president and CEO of TDK, said, "We are excited about this business relationship that we have formed with SanDisk, the world`s leading company in the flash data storage market. TDK is planning on a new business development with SanDisk which we expect will result in long-term growth and profitability for both companies."
seit 2 monaten scheitert sandisk immer wieder am bereich um die 75 $.
auch dieser anlauf muß ab heute als gescheitert gelten. hoffentlich halten wenigstens die 60 $.
auch dieser anlauf muß ab heute als gescheitert gelten. hoffentlich halten wenigstens die 60 $.
Atmel (ATML) bringt 64-Megabit DataFlash Memory für Applikationen wie MP3 Player, digitalen Kameras, Handys mit Internet-Zugang, Palm-Computer und PDAs heraus.
SanDisk Will Supply Canon U.S.A. with Flash Memory MultiMediaCards for New Canon Elura 2MC Digital Camcorder
SUNNYVALE, Calif.--(BUSINESS WIRE)--July 31, 2000--SanDisk Corporation (Nasdaq:SNDK) announced today that it will supply Canon U.S.A., Inc. with flash memory MultiMediaCards for Canon`s new Elura 2MC, a pocket-size hybrid digital video camcorder with the ability to meet a variety of still, motion and multimedia image capture needs. A SanDisk 8 megabyte (MB) MultiMediaCard will be included with the sale of every Elura 2MC.
The Elura 2MC measures 1 7/8 x 4 1/8 x 3 3/8-inches, about the size of a man`s wallet, and weighs slightly more than one pound with battery and tape. It records video and still images to the universal MiniDV digital videocassette. To manage, retrieve and download still images more efficiently, the Elura 2MC accepts the MultiMediaCard (MMC), an industry standard storage media.
Key features of the Elura 2MC include three shooting modes, Firewire(TM) computer connectivity, 10x optical/40x digital zoom, image stabilization, a high-resolution rotating view screen and viewfinder, and digital stereo sound. Advanced technology components include a progressive scan CCD image sensor, RGB primary color filter and a three-element stereo microphone.
"Elura 2MC is a perfect example of how Canon technology is constantly raising the bar," said Nelson Chan, senior vice president of worldwide sales and marketing at SanDisk. "Canon is pushing the limits of miniaturization, style and functionality, packing multiple shooting modes and storage media into a revolutionary new camcorder size."
Mike Zorich, senior marketing manager, video products, Canon U.S.A., Inc., said, "The Elura 2MC expands imaging versatility by recording still images on the standardized MultiMediaCard. This rugged, ultra-light media -- the size of a postage stamp -- makes it easy to store, retrieve, view and download images to a personal computer or printer."
When recording still images to the MultiMediaCard, images are compressed and stored in the JPEG (Joint Photographic Experts Group) format. Users may select one of two image quality modes: Fine -- recording about 60 images suitable for making prints, or Standard -- recording approximately 105 images appropriate for email attachments or a personal website. Both modes record images in 640 x 480 (VGA) resolution. Higher capacity SanDisk 16, 32 and 64MB MultiMediaCards, capable of storing a greater quantity of still images, are available at numerous computer and electronics retail outlets.
The manufactured suggested retail price for the Elura 2MC is $1,799, and it will be available to retailers in September 2000.
SUNNYVALE, Calif.--(BUSINESS WIRE)--July 31, 2000--SanDisk Corporation (Nasdaq:SNDK) announced today that it will supply Canon U.S.A., Inc. with flash memory MultiMediaCards for Canon`s new Elura 2MC, a pocket-size hybrid digital video camcorder with the ability to meet a variety of still, motion and multimedia image capture needs. A SanDisk 8 megabyte (MB) MultiMediaCard will be included with the sale of every Elura 2MC.
The Elura 2MC measures 1 7/8 x 4 1/8 x 3 3/8-inches, about the size of a man`s wallet, and weighs slightly more than one pound with battery and tape. It records video and still images to the universal MiniDV digital videocassette. To manage, retrieve and download still images more efficiently, the Elura 2MC accepts the MultiMediaCard (MMC), an industry standard storage media.
Key features of the Elura 2MC include three shooting modes, Firewire(TM) computer connectivity, 10x optical/40x digital zoom, image stabilization, a high-resolution rotating view screen and viewfinder, and digital stereo sound. Advanced technology components include a progressive scan CCD image sensor, RGB primary color filter and a three-element stereo microphone.
"Elura 2MC is a perfect example of how Canon technology is constantly raising the bar," said Nelson Chan, senior vice president of worldwide sales and marketing at SanDisk. "Canon is pushing the limits of miniaturization, style and functionality, packing multiple shooting modes and storage media into a revolutionary new camcorder size."
Mike Zorich, senior marketing manager, video products, Canon U.S.A., Inc., said, "The Elura 2MC expands imaging versatility by recording still images on the standardized MultiMediaCard. This rugged, ultra-light media -- the size of a postage stamp -- makes it easy to store, retrieve, view and download images to a personal computer or printer."
When recording still images to the MultiMediaCard, images are compressed and stored in the JPEG (Joint Photographic Experts Group) format. Users may select one of two image quality modes: Fine -- recording about 60 images suitable for making prints, or Standard -- recording approximately 105 images appropriate for email attachments or a personal website. Both modes record images in 640 x 480 (VGA) resolution. Higher capacity SanDisk 16, 32 and 64MB MultiMediaCards, capable of storing a greater quantity of still images, are available at numerous computer and electronics retail outlets.
The manufactured suggested retail price for the Elura 2MC is $1,799, and it will be available to retailers in September 2000.
Hab da gerade etwas ekelhaftes gefunden.
Was meint Ihr dazu?
340 MByte auf der Fläche einer Briefmarke
Speichermedien: IBM attackiert mit Microdrive-Festplatten den Markt für Flash-Speicherchips
VDI nachrichten, 9.7.1999
Halb so groß wie eine Scheckkarte und kaum viel dicker ist eine neue IBM-Festplatte. Digitale Kameras
können so Fotos ohne Wartezeit schießen und Bilddaten unkomprimiert speichern.
Fotoenthusiasten werden ihre helle Freude haben. Statt komprimierter Bilddaten werden sie demnächst die
digitalen Rohdaten, immerhin 75 MByte pro Schnappschuß, speichern können. Die heute eingesetzten
Flash-Speicherkarten für digitale Kameras, Kleinstcomputer, Navigationssysteme und dergleichen bieten nur
einige Dutzend MByte an Speicherkapazität. Die 16 g schwere neue IBM-Microdrive-Festplatte bietet bis zu 340
MByte - und paßt durch ihr Miniaturformat ebenfalls in diese Geräte.
Sie ist auch für MP3-Abspielgeräte, Kleinstcomputer und als mobile Speicher-Erweiterung für
Notizbuch-Rechner vorgesehen. Die Mini-Festplatte soll in Geräten der Firmen Casio, Compaq, Kodak, Nikon
und Minolta eingesetzt werden.
Man könne auf ihr "bis zu 1000 digitale Bilder in komprimierter Form oder auch maximal sechs Stunden Ton in
CD-ähnlicher Qualität unterbringen", erläutert IBM-Manager Manfred Berger. Dies seien schon jetzt wesentlich
günstigere Kosten pro MByte als bei alternativen Speichertechniken derart kleinen Formats, ergänzt er.
Dafür müssen die Geräteakkus mehr Arbeit leisten. Ein Microdrive-Laufwerk verbraucht im Schreib-Lese-Betrieb
mit rund 850 mW fast neunmal mehr als ein 80-MByte-Flash-Speicher. Im Ruhezustand sind es 450 mW.
Die 340-MByte-Einheit - es gibt auch ein 170-MByte-Modell - soll, so IBM, knapp 500 Dollar kosten. Zum
Vergleich: Eine 32 MByte Flash-Card von Samsung kostet am Markt um die 300 DM. Manfred Berger ist sich
jedoch sicher, "daß die Kosten pro Bit bei Magnetplatten jetzt wesentlich rascher nach unten gehen als bei
Flash-Speicherchips". IBM verdoppele bei Magnetplatten pro Jahr die Speicherkapazität pro Flächeneinheit,
während die Flash-Technik noch nie so rasante Steigerungen erzielt habe und auch nie erzielen werde, ist sich
der Speicherspezialist sicher.
Der Samsung-Konzern kündigte im Frühjahr an, noch vor Ende des Jahres eine
"SmartMedia"-Flash-Speicherkarte mit 64 MByte Kapazität vorstellen zu wollen. Bereits seit April liefert das
Unternehmen 32-MByte-Modelle aus. Samsung will die Speicherdichten über die nächsten drei Jahre alle neun
bis zwölf Monate verdoppeln. Der Markt für Flash-Speicherkarten umfasse zur Zeit rund 360 Mio. Dollar, so
Samsung. Allein 60 % des Umsatzes im Branchensegment gehen auf das Konto des koreanischen
Elektronikkonzerns. Bis 2001 soll der Markt auf 1 Mrd. Dollar anwachsen.
Bei der Entwicklung der neuen Platte "war uns besonders wichtig", sagt IBM-Marketing-Manager John Fox,
"daß sie technisch zwar einen großen Schritt nach vorn darstellen, dennoch aber zu gängigen
Industriestandards passen sollte". Die Microdrive-Platten leisten eine kontinuierliche Datenübertragung von 3
MByte/s. Der CF+ Typ-II-Standard der Compact Flash Association (CFA) läßt eine Peak-Transferrate von 5,2
MByte/s zu. Mittels Adapter soll das Microdrive in PC-Card-Steckplätze des Typs II Platz finden.
Der Dataquest-Analytiker Martin Reynolds würde prinzipiell zwar lieber Flash- als Magnetplattenspeicher
einsetzen, doch sei dies eine Frage der Verfügbarkeit und nicht zuletzt auch der Kosten. "Flash ist besser, wenn
man genug davon bekommen und es sich leisten kann." Doch schon heute gebe es "außer dem Microdrive
nichts, was in einem CF-Slot auch nur annähernd soviel wie 340 MByte fassen könnte".
Speicherdichte: Jenseits von 40 Gbit pro Zoll ist die physikalische Grenze
erreicht.
Für Foto-Anwendungen ist interessant, daß die Platte des neuen Laufwerkes innerhalb einer Sekunde auf
Betriebsdrehzahl kommt. "Dadurch können Bilder praktisch ohne Wartezeit geschossen werden", erläutert John
Fox.
Die neue Festplatte von IBM wartet mit einer Speicherdichte von rund 5 Gbit pro Quadratzoll auf. Doch schon
2001 dürften laut Fox Plattenspeicher mit doppelt so hoher Dichte verfügbar sein. In drei Jahren könnten bereits
20 Gbit auf gleicher Fläche verfügbar sein. IBM hat bereits entsprechende Labordemonstrationen erfolgreich
abgeschlossen. Von dort soll es dann zu 40-Gbit-Platten weitergehen.
"Jenseits der 40 Gbit pro Zoll erwarten wir allerdings, eine ziemlich harte technisch-physikalische Grenze zu
erreichen", betont Fox, "doch dann könnten wir vielleicht mit Nanomechanik nach Art der
Atom-Kraft-Mikroskope um nochmals einen Dichte-Faktor 1000 weiterkommen."
Bei den denkbaren Nanomechanik-Speichern würden Tausende einzelner Meßfühler parallel arbeiten und die
Oberfläche des Speichermediums auf das Vorhandensein von Einern und Nullern abtasten. "Man hätte es", so
Fox, "also gleichzeitig mit einem hochgradig parallel arbeitenden Speichersystem zu tun." Das würde trotz
mechanischer Arbeitsweise auf hohe Schreib- und Lesegeschwindigkeiten kommen.
Holographische Speicher sind eine weitere Zukunftstechnologie für Speicherdichten jenseits von 40 Gbit/s. "Sie
könnten eventuell ganz ohne mechanisch bewegte Teile werden auskommen können und gleichfalls einen
hochgradig parallelen Zugriff mit hohen Datentransfer-Raten ermöglichen", erläutert John Fox das Potential
dieser Technik.
Sie wären ideale Kandidaten für die direkte Ankopplung an massiv parallele Rechner. "Aus dem Hologramm,
das auf kleinstem Raum Hunderte von GBytes speichern können soll, werden ja stets komplette Seiten als
Ganzes auf einmal ausgelesen", begründet John Fox seine Einschätzung.
EGON SCHMIDT
Der Markt für Flash-Cards ist die Zielrichtung von IBM`s neuer Mini-Festplatte Microdrive. Die golfballgroßen
Laufwerke erreichen für Flash-Speicherkarten nicht übliche Kapazitäten von 340 MByte und 170 MByte.
Die Zukunft bei Speichersystemen gehört der Nanomechanik: IBM-Manager John Fox hat die Vision von
"Tausenden einzelner Meßfühler, die parallel arbeiten".
MarkV
Was meint Ihr dazu?
340 MByte auf der Fläche einer Briefmarke
Speichermedien: IBM attackiert mit Microdrive-Festplatten den Markt für Flash-Speicherchips
VDI nachrichten, 9.7.1999
Halb so groß wie eine Scheckkarte und kaum viel dicker ist eine neue IBM-Festplatte. Digitale Kameras
können so Fotos ohne Wartezeit schießen und Bilddaten unkomprimiert speichern.
Fotoenthusiasten werden ihre helle Freude haben. Statt komprimierter Bilddaten werden sie demnächst die
digitalen Rohdaten, immerhin 75 MByte pro Schnappschuß, speichern können. Die heute eingesetzten
Flash-Speicherkarten für digitale Kameras, Kleinstcomputer, Navigationssysteme und dergleichen bieten nur
einige Dutzend MByte an Speicherkapazität. Die 16 g schwere neue IBM-Microdrive-Festplatte bietet bis zu 340
MByte - und paßt durch ihr Miniaturformat ebenfalls in diese Geräte.
Sie ist auch für MP3-Abspielgeräte, Kleinstcomputer und als mobile Speicher-Erweiterung für
Notizbuch-Rechner vorgesehen. Die Mini-Festplatte soll in Geräten der Firmen Casio, Compaq, Kodak, Nikon
und Minolta eingesetzt werden.
Man könne auf ihr "bis zu 1000 digitale Bilder in komprimierter Form oder auch maximal sechs Stunden Ton in
CD-ähnlicher Qualität unterbringen", erläutert IBM-Manager Manfred Berger. Dies seien schon jetzt wesentlich
günstigere Kosten pro MByte als bei alternativen Speichertechniken derart kleinen Formats, ergänzt er.
Dafür müssen die Geräteakkus mehr Arbeit leisten. Ein Microdrive-Laufwerk verbraucht im Schreib-Lese-Betrieb
mit rund 850 mW fast neunmal mehr als ein 80-MByte-Flash-Speicher. Im Ruhezustand sind es 450 mW.
Die 340-MByte-Einheit - es gibt auch ein 170-MByte-Modell - soll, so IBM, knapp 500 Dollar kosten. Zum
Vergleich: Eine 32 MByte Flash-Card von Samsung kostet am Markt um die 300 DM. Manfred Berger ist sich
jedoch sicher, "daß die Kosten pro Bit bei Magnetplatten jetzt wesentlich rascher nach unten gehen als bei
Flash-Speicherchips". IBM verdoppele bei Magnetplatten pro Jahr die Speicherkapazität pro Flächeneinheit,
während die Flash-Technik noch nie so rasante Steigerungen erzielt habe und auch nie erzielen werde, ist sich
der Speicherspezialist sicher.
Der Samsung-Konzern kündigte im Frühjahr an, noch vor Ende des Jahres eine
"SmartMedia"-Flash-Speicherkarte mit 64 MByte Kapazität vorstellen zu wollen. Bereits seit April liefert das
Unternehmen 32-MByte-Modelle aus. Samsung will die Speicherdichten über die nächsten drei Jahre alle neun
bis zwölf Monate verdoppeln. Der Markt für Flash-Speicherkarten umfasse zur Zeit rund 360 Mio. Dollar, so
Samsung. Allein 60 % des Umsatzes im Branchensegment gehen auf das Konto des koreanischen
Elektronikkonzerns. Bis 2001 soll der Markt auf 1 Mrd. Dollar anwachsen.
Bei der Entwicklung der neuen Platte "war uns besonders wichtig", sagt IBM-Marketing-Manager John Fox,
"daß sie technisch zwar einen großen Schritt nach vorn darstellen, dennoch aber zu gängigen
Industriestandards passen sollte". Die Microdrive-Platten leisten eine kontinuierliche Datenübertragung von 3
MByte/s. Der CF+ Typ-II-Standard der Compact Flash Association (CFA) läßt eine Peak-Transferrate von 5,2
MByte/s zu. Mittels Adapter soll das Microdrive in PC-Card-Steckplätze des Typs II Platz finden.
Der Dataquest-Analytiker Martin Reynolds würde prinzipiell zwar lieber Flash- als Magnetplattenspeicher
einsetzen, doch sei dies eine Frage der Verfügbarkeit und nicht zuletzt auch der Kosten. "Flash ist besser, wenn
man genug davon bekommen und es sich leisten kann." Doch schon heute gebe es "außer dem Microdrive
nichts, was in einem CF-Slot auch nur annähernd soviel wie 340 MByte fassen könnte".
Speicherdichte: Jenseits von 40 Gbit pro Zoll ist die physikalische Grenze
erreicht.
Für Foto-Anwendungen ist interessant, daß die Platte des neuen Laufwerkes innerhalb einer Sekunde auf
Betriebsdrehzahl kommt. "Dadurch können Bilder praktisch ohne Wartezeit geschossen werden", erläutert John
Fox.
Die neue Festplatte von IBM wartet mit einer Speicherdichte von rund 5 Gbit pro Quadratzoll auf. Doch schon
2001 dürften laut Fox Plattenspeicher mit doppelt so hoher Dichte verfügbar sein. In drei Jahren könnten bereits
20 Gbit auf gleicher Fläche verfügbar sein. IBM hat bereits entsprechende Labordemonstrationen erfolgreich
abgeschlossen. Von dort soll es dann zu 40-Gbit-Platten weitergehen.
"Jenseits der 40 Gbit pro Zoll erwarten wir allerdings, eine ziemlich harte technisch-physikalische Grenze zu
erreichen", betont Fox, "doch dann könnten wir vielleicht mit Nanomechanik nach Art der
Atom-Kraft-Mikroskope um nochmals einen Dichte-Faktor 1000 weiterkommen."
Bei den denkbaren Nanomechanik-Speichern würden Tausende einzelner Meßfühler parallel arbeiten und die
Oberfläche des Speichermediums auf das Vorhandensein von Einern und Nullern abtasten. "Man hätte es", so
Fox, "also gleichzeitig mit einem hochgradig parallel arbeitenden Speichersystem zu tun." Das würde trotz
mechanischer Arbeitsweise auf hohe Schreib- und Lesegeschwindigkeiten kommen.
Holographische Speicher sind eine weitere Zukunftstechnologie für Speicherdichten jenseits von 40 Gbit/s. "Sie
könnten eventuell ganz ohne mechanisch bewegte Teile werden auskommen können und gleichfalls einen
hochgradig parallelen Zugriff mit hohen Datentransfer-Raten ermöglichen", erläutert John Fox das Potential
dieser Technik.
Sie wären ideale Kandidaten für die direkte Ankopplung an massiv parallele Rechner. "Aus dem Hologramm,
das auf kleinstem Raum Hunderte von GBytes speichern können soll, werden ja stets komplette Seiten als
Ganzes auf einmal ausgelesen", begründet John Fox seine Einschätzung.
EGON SCHMIDT
Der Markt für Flash-Cards ist die Zielrichtung von IBM`s neuer Mini-Festplatte Microdrive. Die golfballgroßen
Laufwerke erreichen für Flash-Speicherkarten nicht übliche Kapazitäten von 340 MByte und 170 MByte.
Die Zukunft bei Speichersystemen gehört der Nanomechanik: IBM-Manager John Fox hat die Vision von
"Tausenden einzelner Meßfühler, die parallel arbeiten".
MarkV
SanDisk and Photo-Me Bring Digital Photography to the Mass Consumer Market; Two Companies Form New Joint Venture to Produce High Quality Digital Film Photo Vending Kiosks for Consumers
SUNNYVALE, Calif.--(BUSINESS WIRE)--Aug. 9, 2000--SanDisk Corporation (Nasdaq:SNDK) and Photo-Me International (PMI) (PHTM.L) today announced that they have formed a joint venture which will allow millions of digital camera owners to obtain digital prints easily, quickly, and inexpensively without the necessity of a personal computer or a high quality printer. The new joint venture, called Digital Portal Inc. (DPI), will manufacture kiosks (self vending digital photo labs) and place them for consumer use in North America and other regions of the world. The two companies believe that the joint venture will give consumers low cost, high quality photo prints of digitally captured images and thereby enhance significantly the instant gratification that digital photography offers. It also will simplify the digital camera experience for users by expanding the options available for printing digital images. Deployment of the kiosks, which will bear the SanDisk name, is expected to start by the end of this year.
The kiosks will be the world`s first silver halide process self service kiosks. The kiosks will enable digital camera owners to quickly, conveniently and inexpensively obtain prints by inserting their digital film flash memory cards, floppy disks or CD ROMs into the kiosks. Consumers also will be able to upload their personal files of digital pictures either from the kiosk or from their home PC to the DPI Internet site where the photos can be accessed by friends and relatives. An individual in New York City, for example, could upload pictures of a family celebration to the DPI web site and a relative in San Francisco could visit his local kiosk, download the file under a unique user pass key and select what pictures to print while he or she waits.
Eli Harari, President and CEO of SanDisk, said, "This joint venture represents a major step forward in popularizing digital photography, and is very good news to consumers, digital camera manufacturers and flash memory card suppliers. Through this joint venture with Photo Me, SanDisk is helping to create for digital camera users a photo print experience that is more satisfying and exciting than their current experience with regular photography. We are very fortunate to be in this strategic and exclusive partnership with Photo-Me, the worldwide market leader in digital photo printing technology. It is our hope that the activities of the joint venture will further increase SanDisk`s presence in the retail channel and enhance SanDisk`s brand name as the global market leader for flash memory cards."
Serge Crasnianski, chief executive officer of PMI, said, "We believe that the two companies have the desire and experience to bring digital photography to the millions of people who haven`t yet used a digital camera. SanDisk is the world`s largest supplier of flash memory cards and Photo-Me is the world`s largest producer of photo kiosk machines for consumers. The digital photography market has barely started, and we expect that Digital Portal will play a major role in accelerating the sale of digital cameras and flash memory cards."
The kiosks bring five critical elements: First, superb photo quality, made possible by the PMI patented LCD Booster technology, which provides a picture resolution of 15 million pixels, far in excess of the resolution of any digital camera. Second, high quality silver halide processing, the same process as used in 1 hour print services. Third, a simple, interactive and user friendly interface which will personalize the print selection process in a way not possible with over the counter 1 hour photo printing services. Fourth, a price per print matching that of 1 hour prints today while outputting the first 4 x 6 print in less than three minutes and with an additional fifteen seconds for each subsequent print. Fifth, web connectivity to allow the user to share the digital photo experience.
It is expected that the new venture will increase the sale of flash memory cards because the kiosks will be deployed in many locations where SanDisk memory cards can be purchased. The kiosks also will enable SanDisk to engage in cross-promotional activities at retail outlets.
SanDisk and PMI will each make an initial investment of $4 million and secure lease financing for purchasing of the kiosks. PMI will manufacture the kiosks for the joint venture, and will install and maintain the kiosks under contract from the joint venture. Each company will own 50 percent of DPI. The joint venture will be headquartered in Sunnyvale, California. Further details about the kiosks and DPI will be announced at the Photokina trade show in Cologne, Germany, Sept. 20 - 25, along with details on the first major retailers who will place the kiosks in their stores in early 2001. The kiosks will be demonstrated at the show where both SanDisk and PMI will have booths.
Both companies anticipate that the kiosks, once widely deployed, will quickly become popular because they will accept virtually any storage media used in digital cameras today including CompactFlash(TM) and SmartMedia cards, MultiMediaCards, Secure Digital cards, the Memory Stick, floppy disks and CD ROMs.
PMI, inventor of the 1 Hour Photo Processing concept, is the worldwide leader in photo kiosk vending machines. The company is based in Grenoble, France.
SUNNYVALE, Calif.--(BUSINESS WIRE)--Aug. 9, 2000--SanDisk Corporation (Nasdaq:SNDK) and Photo-Me International (PMI) (PHTM.L) today announced that they have formed a joint venture which will allow millions of digital camera owners to obtain digital prints easily, quickly, and inexpensively without the necessity of a personal computer or a high quality printer. The new joint venture, called Digital Portal Inc. (DPI), will manufacture kiosks (self vending digital photo labs) and place them for consumer use in North America and other regions of the world. The two companies believe that the joint venture will give consumers low cost, high quality photo prints of digitally captured images and thereby enhance significantly the instant gratification that digital photography offers. It also will simplify the digital camera experience for users by expanding the options available for printing digital images. Deployment of the kiosks, which will bear the SanDisk name, is expected to start by the end of this year.
The kiosks will be the world`s first silver halide process self service kiosks. The kiosks will enable digital camera owners to quickly, conveniently and inexpensively obtain prints by inserting their digital film flash memory cards, floppy disks or CD ROMs into the kiosks. Consumers also will be able to upload their personal files of digital pictures either from the kiosk or from their home PC to the DPI Internet site where the photos can be accessed by friends and relatives. An individual in New York City, for example, could upload pictures of a family celebration to the DPI web site and a relative in San Francisco could visit his local kiosk, download the file under a unique user pass key and select what pictures to print while he or she waits.
Eli Harari, President and CEO of SanDisk, said, "This joint venture represents a major step forward in popularizing digital photography, and is very good news to consumers, digital camera manufacturers and flash memory card suppliers. Through this joint venture with Photo Me, SanDisk is helping to create for digital camera users a photo print experience that is more satisfying and exciting than their current experience with regular photography. We are very fortunate to be in this strategic and exclusive partnership with Photo-Me, the worldwide market leader in digital photo printing technology. It is our hope that the activities of the joint venture will further increase SanDisk`s presence in the retail channel and enhance SanDisk`s brand name as the global market leader for flash memory cards."
Serge Crasnianski, chief executive officer of PMI, said, "We believe that the two companies have the desire and experience to bring digital photography to the millions of people who haven`t yet used a digital camera. SanDisk is the world`s largest supplier of flash memory cards and Photo-Me is the world`s largest producer of photo kiosk machines for consumers. The digital photography market has barely started, and we expect that Digital Portal will play a major role in accelerating the sale of digital cameras and flash memory cards."
The kiosks bring five critical elements: First, superb photo quality, made possible by the PMI patented LCD Booster technology, which provides a picture resolution of 15 million pixels, far in excess of the resolution of any digital camera. Second, high quality silver halide processing, the same process as used in 1 hour print services. Third, a simple, interactive and user friendly interface which will personalize the print selection process in a way not possible with over the counter 1 hour photo printing services. Fourth, a price per print matching that of 1 hour prints today while outputting the first 4 x 6 print in less than three minutes and with an additional fifteen seconds for each subsequent print. Fifth, web connectivity to allow the user to share the digital photo experience.
It is expected that the new venture will increase the sale of flash memory cards because the kiosks will be deployed in many locations where SanDisk memory cards can be purchased. The kiosks also will enable SanDisk to engage in cross-promotional activities at retail outlets.
SanDisk and PMI will each make an initial investment of $4 million and secure lease financing for purchasing of the kiosks. PMI will manufacture the kiosks for the joint venture, and will install and maintain the kiosks under contract from the joint venture. Each company will own 50 percent of DPI. The joint venture will be headquartered in Sunnyvale, California. Further details about the kiosks and DPI will be announced at the Photokina trade show in Cologne, Germany, Sept. 20 - 25, along with details on the first major retailers who will place the kiosks in their stores in early 2001. The kiosks will be demonstrated at the show where both SanDisk and PMI will have booths.
Both companies anticipate that the kiosks, once widely deployed, will quickly become popular because they will accept virtually any storage media used in digital cameras today including CompactFlash(TM) and SmartMedia cards, MultiMediaCards, Secure Digital cards, the Memory Stick, floppy disks and CD ROMs.
PMI, inventor of the 1 Hour Photo Processing concept, is the worldwide leader in photo kiosk vending machines. The company is based in Grenoble, France.
Hi MarkV
komme eben erst aus Griechenland zurück und bin zur Zeit etwas raus, was Neuigkeiten betrifft. Von der IBM Platte habe ich aber auch schon gehört und gesehen habe ich sie bei FOTO DOSE. Ich denke, vor der müssen wir erst einmal noch keine Angst haben, denn sie ist viel teurer, als Flash-Memories. Und die sind für den Normalverbraucher schon zu teuer. Wenn ich mich recht erinnere, dann kostet die IBM-Platte um die 1000 DM (ohne Garantie). Werde nächste Woche mal nachharken
komme eben erst aus Griechenland zurück und bin zur Zeit etwas raus, was Neuigkeiten betrifft. Von der IBM Platte habe ich aber auch schon gehört und gesehen habe ich sie bei FOTO DOSE. Ich denke, vor der müssen wir erst einmal noch keine Angst haben, denn sie ist viel teurer, als Flash-Memories. Und die sind für den Normalverbraucher schon zu teuer. Wenn ich mich recht erinnere, dann kostet die IBM-Platte um die 1000 DM (ohne Garantie). Werde nächste Woche mal nachharken
New Nike Digital Audio Player Will Use SanDisk MultiMediaCards To Store Music
SUNNYVALE, Calif.--(BUSINESS WIRE)--Aug. 14, 2000--SanDisk Corporation (NASDAQ: SNDK), the world`s leading flash memory card provider, announced today that Nike, Inc. has selected SanDisk to supply flash memory MultiMediaCards for its new Nike PSA Play 120 portable digital audio player. The Nike PSA Play 120 will include a slot for a flash memory MultiMediaCard.
The PSA Play 120 is targeted at the athletic market. Because the player and the SanDisk flash memory card are solid-state designs (no moving parts), music and spoken audio will not skip, even during the most grueling of workouts.
Nelson Chan, senior vice president of worldwide sales and marketing for San Disk, said, "Nike, a world class sports and fitness firm, is creating a new and lucrative market--digital audio players for athletically inclined consumers. As the world`s largest flash memory card provider, SanDisk is delighted to reach out to a new consumer audience. The SanDisk MultiMediaCard will give consumers the ability to add large amounts of musical play time in a very small form factor."
The Nike PSA Play 120 includes a refined feature set and ergonomic design for ease of use and sport utility. Built into the player are 64 megabytes (MB) of embedded flash memory, which will provide 120 minutes of digital music with the ability to add capacity through the memory expansion slot. A fully functional, wearable remote control with a dot matrix LCD will also be included. Nike plans to develop a line of clothing based on the PSA Play120 that will include such extras as pockets designed specifically for the audio player.
SUNNYVALE, Calif.--(BUSINESS WIRE)--Aug. 14, 2000--SanDisk Corporation (NASDAQ: SNDK), the world`s leading flash memory card provider, announced today that Nike, Inc. has selected SanDisk to supply flash memory MultiMediaCards for its new Nike PSA Play 120 portable digital audio player. The Nike PSA Play 120 will include a slot for a flash memory MultiMediaCard.
The PSA Play 120 is targeted at the athletic market. Because the player and the SanDisk flash memory card are solid-state designs (no moving parts), music and spoken audio will not skip, even during the most grueling of workouts.
Nelson Chan, senior vice president of worldwide sales and marketing for San Disk, said, "Nike, a world class sports and fitness firm, is creating a new and lucrative market--digital audio players for athletically inclined consumers. As the world`s largest flash memory card provider, SanDisk is delighted to reach out to a new consumer audience. The SanDisk MultiMediaCard will give consumers the ability to add large amounts of musical play time in a very small form factor."
The Nike PSA Play 120 includes a refined feature set and ergonomic design for ease of use and sport utility. Built into the player are 64 megabytes (MB) of embedded flash memory, which will provide 120 minutes of digital music with the ability to add capacity through the memory expansion slot. A fully functional, wearable remote control with a dot matrix LCD will also be included. Nike plans to develop a line of clothing based on the PSA Play120 that will include such extras as pockets designed specifically for the audio player.
!
Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
Merrill Lynch wiederholt kurz- und langfristig BUY für Cypress Semiconductor (CY). Analysehaus vergibt zudem BUY Rating an SanDisk (SNDK) und wiederholt ACCUMULATE Rating für Atmel (ATML).
Und heute mit Schwung durch die 80$ Marke. Das läßt für die nächsten Tage hoffen.
SanDisk Corporation Listed On Fortune Magazine`s Top 100 Fastest Growing Companies in the Nation
SUNNYVALE, Calif.--(BUSINESS WIRE)--Aug. 28, 2000--SanDisk Corporation (NASDAQ: SNDK), the world`s largest supplier and market leader of flash data storage products, has been named to Fortune magazine`s prestigious list of the nation`s 100 fastest growing companies in its Sept. 4 issue, recognizing SanDisk`s outstanding performance over the past three years.
Eli Harari, president and CEO of SanDisk said, "We are tremendously pleased that Fortune magazine has recognized our efforts to place SanDisk at the top of the flash data storage market. The markets that our pioneering storage technology are enabling, such as our CompactFlash cards replacing regular film in digital cameras and our MultiMediaCards replacing tape in MP3 music players, are just now coming into their own, and are projected to show accelerated growth over the next several years. SanDisk is exceptionally well positioned to benefit from this projected growth."
In selecting the list of 100 companies, Fortune editors studied firms that have been in operation in the U.S. for the past three years with revenues and a market capitalization of at least $50 million. The list was then narrowed to those companies with a 30 percent annual growth rate during the three years in both revenue and earnings per share plus positive earnings the latest quarter. Those companies were then ranked by growth in revenue, EPS, and total stock market return over three years. The scores from those three categories were then added up. SanDisk was ranked 34th on the list of 100 top companies.
In its first and second quarter reports, total revenue for SanDisk was $253 million surpassing all the revenue it reported last year. SanDisk, which shipped five million flash cards in 1999, already has shipped more than five million flash cards in the first half of this year.
Harari, an authority on flash memory technology, founded SanDisk Corporation in 1988. The firm pioneered the industry development of flash memory cards for data storage and played a key role in setting many flash industry standards. Its CompactFlash cards, MultiMediaCards, Secure Digital cards and PC cards are widely used for digital cameras, cellular telephones, digital music players, digital camcorders, handheld PCs, global positioning systems, personal communicators, car navigation systems and electronic books. SanDisk invented the PC-ATA and CompactFlash cards and co-invented the MultiMediaCard and Secure Digital cards, all of which have become industry standards. The company holds more than one hundred patents in this field.
SUNNYVALE, Calif.--(BUSINESS WIRE)--Aug. 28, 2000--SanDisk Corporation (NASDAQ: SNDK), the world`s largest supplier and market leader of flash data storage products, has been named to Fortune magazine`s prestigious list of the nation`s 100 fastest growing companies in its Sept. 4 issue, recognizing SanDisk`s outstanding performance over the past three years.
Eli Harari, president and CEO of SanDisk said, "We are tremendously pleased that Fortune magazine has recognized our efforts to place SanDisk at the top of the flash data storage market. The markets that our pioneering storage technology are enabling, such as our CompactFlash cards replacing regular film in digital cameras and our MultiMediaCards replacing tape in MP3 music players, are just now coming into their own, and are projected to show accelerated growth over the next several years. SanDisk is exceptionally well positioned to benefit from this projected growth."
In selecting the list of 100 companies, Fortune editors studied firms that have been in operation in the U.S. for the past three years with revenues and a market capitalization of at least $50 million. The list was then narrowed to those companies with a 30 percent annual growth rate during the three years in both revenue and earnings per share plus positive earnings the latest quarter. Those companies were then ranked by growth in revenue, EPS, and total stock market return over three years. The scores from those three categories were then added up. SanDisk was ranked 34th on the list of 100 top companies.
In its first and second quarter reports, total revenue for SanDisk was $253 million surpassing all the revenue it reported last year. SanDisk, which shipped five million flash cards in 1999, already has shipped more than five million flash cards in the first half of this year.
Harari, an authority on flash memory technology, founded SanDisk Corporation in 1988. The firm pioneered the industry development of flash memory cards for data storage and played a key role in setting many flash industry standards. Its CompactFlash cards, MultiMediaCards, Secure Digital cards and PC cards are widely used for digital cameras, cellular telephones, digital music players, digital camcorders, handheld PCs, global positioning systems, personal communicators, car navigation systems and electronic books. SanDisk invented the PC-ATA and CompactFlash cards and co-invented the MultiMediaCard and Secure Digital cards, all of which have become industry standards. The company holds more than one hundred patents in this field.
SanDisk Opens Sales in China and Signs First Product Distributor; World Peace Ind. -WPI- Will Distribute SanDisk Products Immediately
SUNNYVALE, Calif.--(BUSINESS WIRE)--Aug. 29, 2000--SanDisk Corporation (NASDAQ:SNDK), the world`s largest supplier of flash memory cards, announced today that it is opening sales in China and has signed its first product distributor in China - World Peace Industrial Co., Ltd. (WPI). Under the agreement, WPI will distribute all SanDisk products and expand SanDisk`s global reach in the Pacific Rim.
Sai-Ying Ng, SanDisk`s manager of sales operations, Pacific Region, said, "China is a country with enormous sales potential for SanDisk. Digital technology is booming in the Pacific Rim and people in China are starting to use digital cameras, Internet music players and other portable products that use our flash memory cards. WPI has established a significant distribution network in China and we look forward to working with them as we grow the business together."
Mike Chang, WPI president, said, "We are elated to sign this agreement with SanDisk. Not only does this allow us to distribute products provided by the world leader in flash memory cards, but we will do so in an area that has been virtually untapped. The public interest in handheld electronics products is very high in China and this creates a huge potential market."
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
World Peace Ind. Co. Ltd., (WPI), founded in 1981, with an estimated 600 employees now, is proven the most competitive distributor on semiconductor components in Asia. Based in Taiwan, it has over 20 offices in principle Asian sites towards Hong Kong, Singapore, Malaysia, Thailand, the Phillipines, Korea and India. WPI represents more than 50 product lines for global suppliers including such firms as Intel, Philips, TI and Atmel.
The matters discussed in this news release contain forward looking statements that are subject to certain risks and uncertainties as described under the caption "Factors That May Affect Future Results" in the company`s annual report on Form 10-K and quarterly reports on Form 10-Q, filed with the Securities and Exchange Commission. The company assumes no obligation to update the information in this release.
All trade names are either registered trademarks or trademarks of their respective holders. SanDisk`s web site/home page address: http://www.sandisk.com
SUNNYVALE, Calif.--(BUSINESS WIRE)--Aug. 29, 2000--SanDisk Corporation (NASDAQ:SNDK), the world`s largest supplier of flash memory cards, announced today that it is opening sales in China and has signed its first product distributor in China - World Peace Industrial Co., Ltd. (WPI). Under the agreement, WPI will distribute all SanDisk products and expand SanDisk`s global reach in the Pacific Rim.
Sai-Ying Ng, SanDisk`s manager of sales operations, Pacific Region, said, "China is a country with enormous sales potential for SanDisk. Digital technology is booming in the Pacific Rim and people in China are starting to use digital cameras, Internet music players and other portable products that use our flash memory cards. WPI has established a significant distribution network in China and we look forward to working with them as we grow the business together."
Mike Chang, WPI president, said, "We are elated to sign this agreement with SanDisk. Not only does this allow us to distribute products provided by the world leader in flash memory cards, but we will do so in an area that has been virtually untapped. The public interest in handheld electronics products is very high in China and this creates a huge potential market."
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
World Peace Ind. Co. Ltd., (WPI), founded in 1981, with an estimated 600 employees now, is proven the most competitive distributor on semiconductor components in Asia. Based in Taiwan, it has over 20 offices in principle Asian sites towards Hong Kong, Singapore, Malaysia, Thailand, the Phillipines, Korea and India. WPI represents more than 50 product lines for global suppliers including such firms as Intel, Philips, TI and Atmel.
The matters discussed in this news release contain forward looking statements that are subject to certain risks and uncertainties as described under the caption "Factors That May Affect Future Results" in the company`s annual report on Form 10-K and quarterly reports on Form 10-Q, filed with the Securities and Exchange Commission. The company assumes no obligation to update the information in this release.
All trade names are either registered trademarks or trademarks of their respective holders. SanDisk`s web site/home page address: http://www.sandisk.com
sieht man sich den chart an, war es irgendwie klar, daß wir die 90 nicht im ersten anlauf nehmen, sondern nochmal runter auf die 80 laufen.
Jou Pitu,
und auch der weitere Weg nach oben wird wohl steinig.
Weißt Du zufällig, wann die nächsten Quartalszahlen komme?
So wie ich SNDK kenne werden sie wieder spitze sein. Ich bin mal gespannt wie die sich dann auswirken.
Gruß,
MarkV
und auch der weitere Weg nach oben wird wohl steinig.
Weißt Du zufällig, wann die nächsten Quartalszahlen komme?
So wie ich SNDK kenne werden sie wieder spitze sein. Ich bin mal gespannt wie die sich dann auswirken.
Gruß,
MarkV
SanDisk Will Supply Ericsson With MultiMediaCards for New MP3 Player Attachment to Cell Phones
STOCKHOLM, Sweden--(BUSINESS WIRE)--Sept. 7, 2000--SanDisk Corporation (Nasdaq:SNDK - news) announced today it will supply Ericsson of Sweden with SanDisk`s flash memory MultiMediaCard for storage of MP3 audio in Ericsson`s new innovative and tiny MP3 Handsfree HPM-10 digital player. The small-size Internet player plugs into several new Ericsson mobile phones.
The announcement was made in Stockholm, where SanDisk officials are conducting press interviews with the media.
The Handsfree HPM-10, an advanced light blue colored player, about the size of a matchbook, plugs into Ericsson`s T28, R320, R310 and A2618 cell phones. It is bundled with the 32 megabyte (MB) SanDisk MultiMediaCard that stores about a half-hour of music. A valuable feature of the HPM-10 is that it will automatically stop playing if an incoming call is received on the cell phone, allowing the listener to take the call by pressing the microphone button on the headset/microphone combination. Once the call is completed the caller can resume listening to the music. The microphone button can also activate the voice dialing function without the user having to touch the phone.
The Handsfree HPM-10 MP3 player will be available before the end of the year in Europe. The unit initially will be for sale only in Europe but sales in other global regions will be considered.
``SanDisk is extremely pleased that Ericsson has selected us to provide our MultiMediaCards for the Handsfree HPM-10,`` said Nelson Chan, senior vice president of worldwide sales and marketing at SanDisk. ``Ericsson has once more demonstrated its advanced technical proficiency in the communications area by skillfully combining two popular products -- a cell phone and an MP3 player. We are particularly excited about Ericsson`s approach because there is already a very large installed base of Ericsson cell phones in the market that can immediately be converted to music players by clickup on the Handsfree HPM-10.``
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, Calif.
Ericsson is an international leading communications supplier, combining innovation in mobility and the Internet in creating the new era of Mobile Internet. Ericsson provides total solutions in a variety of fields that range from systems and applications to mobile phones and other communications tools. With more than 100,000 employees in 140 countries, Ericsson simplifies communications for customers throughout the world.
STOCKHOLM, Sweden--(BUSINESS WIRE)--Sept. 7, 2000--SanDisk Corporation (Nasdaq:SNDK - news) announced today it will supply Ericsson of Sweden with SanDisk`s flash memory MultiMediaCard for storage of MP3 audio in Ericsson`s new innovative and tiny MP3 Handsfree HPM-10 digital player. The small-size Internet player plugs into several new Ericsson mobile phones.
The announcement was made in Stockholm, where SanDisk officials are conducting press interviews with the media.
The Handsfree HPM-10, an advanced light blue colored player, about the size of a matchbook, plugs into Ericsson`s T28, R320, R310 and A2618 cell phones. It is bundled with the 32 megabyte (MB) SanDisk MultiMediaCard that stores about a half-hour of music. A valuable feature of the HPM-10 is that it will automatically stop playing if an incoming call is received on the cell phone, allowing the listener to take the call by pressing the microphone button on the headset/microphone combination. Once the call is completed the caller can resume listening to the music. The microphone button can also activate the voice dialing function without the user having to touch the phone.
The Handsfree HPM-10 MP3 player will be available before the end of the year in Europe. The unit initially will be for sale only in Europe but sales in other global regions will be considered.
``SanDisk is extremely pleased that Ericsson has selected us to provide our MultiMediaCards for the Handsfree HPM-10,`` said Nelson Chan, senior vice president of worldwide sales and marketing at SanDisk. ``Ericsson has once more demonstrated its advanced technical proficiency in the communications area by skillfully combining two popular products -- a cell phone and an MP3 player. We are particularly excited about Ericsson`s approach because there is already a very large installed base of Ericsson cell phones in the market that can immediately be converted to music players by clickup on the Handsfree HPM-10.``
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, Calif.
Ericsson is an international leading communications supplier, combining innovation in mobility and the Internet in creating the new era of Mobile Internet. Ericsson provides total solutions in a variety of fields that range from systems and applications to mobile phones and other communications tools. With more than 100,000 employees in 140 countries, Ericsson simplifies communications for customers throughout the world.
@MarkV
Die naechsten Quartalszahlen von SNDK kommen am 18.10.2000.
Die Analystenschaetzungen (Durchschnitt) liegen bei:
III.Quartal 2000: $0.27
IV. Quartal 2000: $0.30
Gesamtjahr 2000: $1.14
Gesamtjahr 2001: $1.39
Umfassende Info`s (mit Vergleich zu beliebiegen anderen Aktien) unter:
http://www.quicken.com
----------------------------------------------------------------------
Gruss EHF
Die naechsten Quartalszahlen von SNDK kommen am 18.10.2000.
Die Analystenschaetzungen (Durchschnitt) liegen bei:
III.Quartal 2000: $0.27
IV. Quartal 2000: $0.30
Gesamtjahr 2000: $1.14
Gesamtjahr 2001: $1.39
Umfassende Info`s (mit Vergleich zu beliebiegen anderen Aktien) unter:
http://www.quicken.com
----------------------------------------------------------------------
Gruss EHF
bad news ... aber sandisk vorbörslich 86,75 $ (gestern 86,50 $)
Lexar Media sues SanDisk in patent dispute
WILMINGTON, Delaware, Sept 7 (Reuters) - Lexar Media Inc <LEXR.O> sued SanDisk Corp <SNDK.O> on Thursday for alleged infringement of a Lexar patent for flash memory storage chips.
In papers filed in the U.S. District Court in Delaware, Lexar said SanDisk flash memory products, including its "SmartMedia" cards, drivers and readers, allegedly infringed Lexar`s patent for a "Flash memory mass storage architecture incorporation wear leveling technique."
The 1993 patent was originally assigned to Cirrus Logic Inc and acquired by Lexar in 1996. Lexar seeks a jury trial on its demands that SanDisk be blocked from further alleged infringement and that Lexar be awarded unspecified damages, tripled for alleged wilful infringement.
Sunnyvale, California-based SanDisk called Lexar`s claims "unfounded and lacking in merit" and said it would vigorously defend itself against its claims.
In a statement issued late on Thursday, SanDisk chief executive Eli Harari called the suit, "a desperation move by Lexar to buttress its weak position in the pending litigation between SanDisk and Lexar before the U.S. District Court in San Francisco."
The federal court in San Francisco ruled in April that Lexar`s CompactFlash and PC cards infringed on patents owned by SanDisk. Damages in that case are expected to be assessed in a trial that begins October 23.
Flash memory chips, unlike traditional storage chips, always maintain a charge, providing instant use. That feature is favoured in such applications as digital cameras and mobile telephones.
Lexar, of Fremont, California, sells removable and usable digital film in four industry formats: CompactFlash, Memory Stick, SmartMedia and PC Cards.
SanDisk is the world`s largest supplier of flash data storage products including CompactFlash Cards, MultiMedia Cards, Secure Digital cards.
SanDisk shares ended up $4- at $86- on the Nasdaq on Thursday, while Lexar shares ended down at $14-1/4.
((Rita Farrell, Wilmington Bureau, 302-658-4620))
REUTERS
Lexar Media sues SanDisk in patent dispute
WILMINGTON, Delaware, Sept 7 (Reuters) - Lexar Media Inc <LEXR.O> sued SanDisk Corp <SNDK.O> on Thursday for alleged infringement of a Lexar patent for flash memory storage chips.
In papers filed in the U.S. District Court in Delaware, Lexar said SanDisk flash memory products, including its "SmartMedia" cards, drivers and readers, allegedly infringed Lexar`s patent for a "Flash memory mass storage architecture incorporation wear leveling technique."
The 1993 patent was originally assigned to Cirrus Logic Inc and acquired by Lexar in 1996. Lexar seeks a jury trial on its demands that SanDisk be blocked from further alleged infringement and that Lexar be awarded unspecified damages, tripled for alleged wilful infringement.
Sunnyvale, California-based SanDisk called Lexar`s claims "unfounded and lacking in merit" and said it would vigorously defend itself against its claims.
In a statement issued late on Thursday, SanDisk chief executive Eli Harari called the suit, "a desperation move by Lexar to buttress its weak position in the pending litigation between SanDisk and Lexar before the U.S. District Court in San Francisco."
The federal court in San Francisco ruled in April that Lexar`s CompactFlash and PC cards infringed on patents owned by SanDisk. Damages in that case are expected to be assessed in a trial that begins October 23.
Flash memory chips, unlike traditional storage chips, always maintain a charge, providing instant use. That feature is favoured in such applications as digital cameras and mobile telephones.
Lexar, of Fremont, California, sells removable and usable digital film in four industry formats: CompactFlash, Memory Stick, SmartMedia and PC Cards.
SanDisk is the world`s largest supplier of flash data storage products including CompactFlash Cards, MultiMedia Cards, Secure Digital cards.
SanDisk shares ended up $4- at $86- on the Nasdaq on Thursday, while Lexar shares ended down at $14-1/4.
((Rita Farrell, Wilmington Bureau, 302-658-4620))
REUTERS
Press relaese von Sandisk zum Patentstreit:
SanDisk Calls Patent Infringement Suit Filed Against It by Lexar Unfounded and Lacking in Merit
Business Wire - September 08, 2000 14:23
SUNNYVALE, Calif.--(BUSINESS WIRE)--Sept. 8, 2000--SanDisk Corporation (Nasdq:SNDK) described as unfounded and lacking in merit a patent infringement suit filed against it today by Lexar Media, Inc. The suit alleges that SanDisk`s SmartMedia cards, readers and drivers infringe on a Lexar patent (No. 5,479,638) and seeks to enjoin the sales of these products and unspecified damages.
Eli Harari, president and CEO of SanDisk, called the suit, "A desperation move by Lexar to buttress its weak position in the pending litigation between SanDisk and Lexar before the U.S. District Court in San Francisco." He referred to a court order already obtained by SanDisk which holds that all of Lexar`s current CompactFlash and PC cards contributorily infringe on a SanDisk patent (U.S. Patent No. 5,602,987).
The latest suit was filed on September 7, 2000 by Lexar in U.S. District Court for the District of Delaware where both firms are incorporated.
Harari strongly stressed that Lexar`s allegations are completely unfounded. SanDisk said it plans to vigorously defend itself against Lexar`s claims. SanDisk also pointed out that the SmartMedia cards, readers and drivers referred to in Lexar`s complaint are purchased by SanDisk from third parties, who design and manufacture the products.
SanDisk`s lawsuit against Lexar is scheduled to go to trial on Oct. 23, 2000 before the U.S. District Court in San Francisco. Having already proven infringement, SanDisk is seeking damages for willful infringement, the recovery of its legal expenses, plus a permanent injunction against Lexar`s sales of their current CompactFlash and PC card products.
Should SanDisk win its lawsuit, Lexar would be required to cease the sale of its current CompactFlash and PC card products and develop redesigned products that avoid infringement of the `987 patent. Lexar has stated in its Aug. 8, 2000 filing with the Securities and Exchange Commission, related to its initial public offering, that Lexar "cannot be certain that the redesigned products will have all the functionality, including the high write speed, of (its) current products."
Harari noted that "SanDisk has all along held that the innovations of SanDisk`s `987 patent teach precisely those critical elements of high performance and high reliability, and we welcome an outcome of the current `987 litigation which would result in Lexar`s redesign of its CompactFlash and PC card products."
SanDisk, founded in 1988, is the world`s largest supplier of flash data storage products and designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, Calif.
The matters discussed in this news release contain forward looking statements that are subject to certain risks and uncertainties as described under the caption "Factors that May Affect Future Results" in the company`s annual report on Form 10-K and quarterly reports on Form 10-Q, filed with the Securities and Exchange Commission. The company assumes no obligation to update the information on this release.
Note to Editors: All trade names are either registered or trademarks of their respective holders. SanDisk`s web/site home page address: http://www.sandisk.com
CONTACT: SanDisk Corporation
Elias Castillo, 408/548-0223
ecastillo@sandisk.com
----------------------------------------------------------------------
Gruss EHF
SanDisk Calls Patent Infringement Suit Filed Against It by Lexar Unfounded and Lacking in Merit
Business Wire - September 08, 2000 14:23
SUNNYVALE, Calif.--(BUSINESS WIRE)--Sept. 8, 2000--SanDisk Corporation (Nasdq:SNDK) described as unfounded and lacking in merit a patent infringement suit filed against it today by Lexar Media, Inc. The suit alleges that SanDisk`s SmartMedia cards, readers and drivers infringe on a Lexar patent (No. 5,479,638) and seeks to enjoin the sales of these products and unspecified damages.
Eli Harari, president and CEO of SanDisk, called the suit, "A desperation move by Lexar to buttress its weak position in the pending litigation between SanDisk and Lexar before the U.S. District Court in San Francisco." He referred to a court order already obtained by SanDisk which holds that all of Lexar`s current CompactFlash and PC cards contributorily infringe on a SanDisk patent (U.S. Patent No. 5,602,987).
The latest suit was filed on September 7, 2000 by Lexar in U.S. District Court for the District of Delaware where both firms are incorporated.
Harari strongly stressed that Lexar`s allegations are completely unfounded. SanDisk said it plans to vigorously defend itself against Lexar`s claims. SanDisk also pointed out that the SmartMedia cards, readers and drivers referred to in Lexar`s complaint are purchased by SanDisk from third parties, who design and manufacture the products.
SanDisk`s lawsuit against Lexar is scheduled to go to trial on Oct. 23, 2000 before the U.S. District Court in San Francisco. Having already proven infringement, SanDisk is seeking damages for willful infringement, the recovery of its legal expenses, plus a permanent injunction against Lexar`s sales of their current CompactFlash and PC card products.
Should SanDisk win its lawsuit, Lexar would be required to cease the sale of its current CompactFlash and PC card products and develop redesigned products that avoid infringement of the `987 patent. Lexar has stated in its Aug. 8, 2000 filing with the Securities and Exchange Commission, related to its initial public offering, that Lexar "cannot be certain that the redesigned products will have all the functionality, including the high write speed, of (its) current products."
Harari noted that "SanDisk has all along held that the innovations of SanDisk`s `987 patent teach precisely those critical elements of high performance and high reliability, and we welcome an outcome of the current `987 litigation which would result in Lexar`s redesign of its CompactFlash and PC card products."
SanDisk, founded in 1988, is the world`s largest supplier of flash data storage products and designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, Calif.
The matters discussed in this news release contain forward looking statements that are subject to certain risks and uncertainties as described under the caption "Factors that May Affect Future Results" in the company`s annual report on Form 10-K and quarterly reports on Form 10-Q, filed with the Securities and Exchange Commission. The company assumes no obligation to update the information on this release.
Note to Editors: All trade names are either registered or trademarks of their respective holders. SanDisk`s web/site home page address: http://www.sandisk.com
CONTACT: SanDisk Corporation
Elias Castillo, 408/548-0223
ecastillo@sandisk.com
----------------------------------------------------------------------
Gruss EHF
Individual Investor Magazine Ranks SanDisk One of the 100 Fastest Growing Companies in the Nation
SUNNYVALE, Calif.--(BUSINESS WIRES)--Sept. 11, 2000--Individual Investor Magazine has ranked SanDisk Corp (NASDAQ: SNDK) on its annual list of the 100 fastest growing companies in the United States. Individual Investor, a nationally prominent investor publication with a circulation exceeding a half million subscribers, ranked SanDisk 55th on its list of top 100 companies.
In selecting SanDisk, Individual Investor magazine cited the Silicon Valley corporation`s "surging demand for products that depend on flash memory (that) pushed sales at SanDisk to $247 million last year, 82 percent more than in 1998, and have helped keep the company profitable every quarter since it went public in 1995. In the most recent quarter, SanDisk posted a revenue gain of 148 percent with earnings per share jumping 200 percent from the same quarter a year earlier."
Nelson Chan, senior vice president of worldwide sales and marketing at SanDisk, said, "We are delighted that Individual Investor Magazine has selected us for this distinction, especially since two weeks ago, Fortune magazine also placed us on its annual list of the 100 fastest growing companies in the United States. SanDisk has been recognized by Individual Investor magazine for its outstanding efforts in providing products that are in such high demand that we are the world`s leader in the flash data storage market. Our pioneering storage technology that includes our CompactFlash card is replacing film in cameras while our MultiMediaCard is replacing tape in MP3 music players. They are just coming into their own and are expected to demonstrate accelerated growth over the next several years."
SanDisk`s strong growth is demonstrated by the fact that in the first half of this year, it has already shipped more than five million cards, exceeding the five million cards it shipped for all of 1999. The Sunnyvale firm reported total revenue of $253 million for the first and second quarters of 2000, surpassing all the revenue it reported last year.
EMusic.com To Offer 12 Free MP3 Songs On SanDisk Flash Cards
SUNNYVALE, Calif.--(BUSINESS WIRE)--Sept. 12, 2000--
MP3 Music Leader First To Offer Consumers Free Music With The Purchase Of SanDisk Flash Memory Products
SanDisk Corporation (Nasdaq:SNDK) and EMusic.com (Nasdaq:EMUS) announced today that the two companies have developed an agreement to offer consumers 12 free MP3 song titles with the purchase of SanDisk CompactFlash(TM) (CF(TM)), SmartMedia(TM) and MultiMediaCard memory cards and ImageMate(TM) card readers.
"This agreement demonstrates the advance of digital audio into all aspects of everyday life," said Steve Grady, vice president of marketing for EMusic.com. "By teaming together, EMusic and SanDisk are helping consumers enjoy the benefits and convenience of digital music."
Beginning in September, SanDisk will be including a coupon with shipments of SanDisk CompactFlash, SmartMedia and MultiMediaCard memory cards and ImageMate reader products to the retail channel. Each coupon will entitle the user to download 12 free MP3 songs from EMusic: six pre-selected songs and a credit for six tracks of their own choice. EMusic`s catalog of over 125,000 MP3s offers music from established, `signed` musicians in many different genres -- from blues and country to rock, hip hop and alternative.
Nelson Chan, SanDisk`s senior vice president of worldwide sales and marketing said, "Buying SanDisk memory cards, and getting your favorite music free with them, is an innovative, new concept that consumers will love. SanDisk and EMusic are setting in place an incentive to encourage consumers to experiment with a new way to purchase music on line which is more convenient, economical and quicker."
SanDisk CompactFlash, MultiMediaCard, SmartMedia memory cards and ImageMate readers are available at more than 20,000 retail outlets worldwide, including Best Buy, Future-Shop and Office Depot under the SanDisk brand name.
EMusic.com is a Web site for the sampling and purchasing of music in the MP3 format, the standard in the digital distribution of music. Through direct relationships with leading artists and its exclusive licensing agreements with over 600 independent record labels, EMusic.com offers a collection of over 125,000 tracks for purchase -- as individual songs, downloadable albums or through a new innovative music `subscription` service. EMusic.com features top artists in all musical genres, such as alternative, jazz, blues, country, rock and vintage pop. In addition to having the Internet`s largest catalog of downloadable MP3 music, EMusic operates one of the most popular families of music-oriented websites, which includes RollingStone.com, DownBeat.com and IUMA. Based in Redwood City, CA, the company has regional offices in New York, Chicago, Los Angeles and Nashville.
SUNNYVALE, Calif.--(BUSINESS WIRES)--Sept. 11, 2000--Individual Investor Magazine has ranked SanDisk Corp (NASDAQ: SNDK) on its annual list of the 100 fastest growing companies in the United States. Individual Investor, a nationally prominent investor publication with a circulation exceeding a half million subscribers, ranked SanDisk 55th on its list of top 100 companies.
In selecting SanDisk, Individual Investor magazine cited the Silicon Valley corporation`s "surging demand for products that depend on flash memory (that) pushed sales at SanDisk to $247 million last year, 82 percent more than in 1998, and have helped keep the company profitable every quarter since it went public in 1995. In the most recent quarter, SanDisk posted a revenue gain of 148 percent with earnings per share jumping 200 percent from the same quarter a year earlier."
Nelson Chan, senior vice president of worldwide sales and marketing at SanDisk, said, "We are delighted that Individual Investor Magazine has selected us for this distinction, especially since two weeks ago, Fortune magazine also placed us on its annual list of the 100 fastest growing companies in the United States. SanDisk has been recognized by Individual Investor magazine for its outstanding efforts in providing products that are in such high demand that we are the world`s leader in the flash data storage market. Our pioneering storage technology that includes our CompactFlash card is replacing film in cameras while our MultiMediaCard is replacing tape in MP3 music players. They are just coming into their own and are expected to demonstrate accelerated growth over the next several years."
SanDisk`s strong growth is demonstrated by the fact that in the first half of this year, it has already shipped more than five million cards, exceeding the five million cards it shipped for all of 1999. The Sunnyvale firm reported total revenue of $253 million for the first and second quarters of 2000, surpassing all the revenue it reported last year.
EMusic.com To Offer 12 Free MP3 Songs On SanDisk Flash Cards
SUNNYVALE, Calif.--(BUSINESS WIRE)--Sept. 12, 2000--
MP3 Music Leader First To Offer Consumers Free Music With The Purchase Of SanDisk Flash Memory Products
SanDisk Corporation (Nasdaq:SNDK) and EMusic.com (Nasdaq:EMUS) announced today that the two companies have developed an agreement to offer consumers 12 free MP3 song titles with the purchase of SanDisk CompactFlash(TM) (CF(TM)), SmartMedia(TM) and MultiMediaCard memory cards and ImageMate(TM) card readers.
"This agreement demonstrates the advance of digital audio into all aspects of everyday life," said Steve Grady, vice president of marketing for EMusic.com. "By teaming together, EMusic and SanDisk are helping consumers enjoy the benefits and convenience of digital music."
Beginning in September, SanDisk will be including a coupon with shipments of SanDisk CompactFlash, SmartMedia and MultiMediaCard memory cards and ImageMate reader products to the retail channel. Each coupon will entitle the user to download 12 free MP3 songs from EMusic: six pre-selected songs and a credit for six tracks of their own choice. EMusic`s catalog of over 125,000 MP3s offers music from established, `signed` musicians in many different genres -- from blues and country to rock, hip hop and alternative.
Nelson Chan, SanDisk`s senior vice president of worldwide sales and marketing said, "Buying SanDisk memory cards, and getting your favorite music free with them, is an innovative, new concept that consumers will love. SanDisk and EMusic are setting in place an incentive to encourage consumers to experiment with a new way to purchase music on line which is more convenient, economical and quicker."
SanDisk CompactFlash, MultiMediaCard, SmartMedia memory cards and ImageMate readers are available at more than 20,000 retail outlets worldwide, including Best Buy, Future-Shop and Office Depot under the SanDisk brand name.
EMusic.com is a Web site for the sampling and purchasing of music in the MP3 format, the standard in the digital distribution of music. Through direct relationships with leading artists and its exclusive licensing agreements with over 600 independent record labels, EMusic.com offers a collection of over 125,000 tracks for purchase -- as individual songs, downloadable albums or through a new innovative music `subscription` service. EMusic.com features top artists in all musical genres, such as alternative, jazz, blues, country, rock and vintage pop. In addition to having the Internet`s largest catalog of downloadable MP3 music, EMusic operates one of the most popular families of music-oriented websites, which includes RollingStone.com, DownBeat.com and IUMA. Based in Redwood City, CA, the company has regional offices in New York, Chicago, Los Angeles and Nashville.
Aus einem meiner Beitrage im AKTIENBOARD.COM-Board vom 20.08.2000:
http://www.akienboard.com/ubb/Forum3/HTML/000386.html
Die Zeitschrift "Individual Investor"
http://www.individualinvestor.com
hat in der neuesten Ausgabe (09/00)Ihre jaehrliche Liste der "100 Fastest growing companies" veroeffentlicht.
Das Auswahlkriterium fuer die Liste war:
"To earn a spot in the list, a company must have achieved at least 100% growth in earnings per share - compared with year-ago results - in one of the past four quarters and to have posted 25% revenue growth, both in the qualifying quarter and in the 12 months ending with that quarter. Other requirements include earnings per share of at least $0.05 in the breakthrough quarter, a minimum market cap of $100 million, and estimated earnings growth this year and next of no less than 25%"
Diese Kriterien erfuellten 75 "Technology Stocks" und 25 "Non-Tech-Companies" (12 x Business&Consumer Products&Services; 8 x Drugs&Health Care; 5 x Energie&Basic Materials).
21 Firmen davon waren "large-caps" (market cap. > $5Milliarden)
35 waren "midcaps" ($1 Milliarde - $5 Milliarden)
31 waren "smallcaps" ($250 Millionen - $1 Milliarde)
13 waren "microcaps" ($100 Millionen - $250 Millionen)
Aus den 100 Firmen der Gesamtliste hat die Redaktion Ihre 10 Favoriten gepickt.
1. KOPIN (NASDAQ: KOPN; WKN: 888358)
Market cap.: $1986 Millionen
EPS growth: 600%
Est. EPS growth: 1567%
Hersteller von Bauteilen fuer Cellular Phones
2. HARMONIC (NASDAQ: HLIT; WKN: 895791)
Market cap.: $1310 Millionen
EPS growth: 460%
Est. EPS growth: 39%
Infrastruktur fuer Kabelnetze
3. KENSEY NASH (NASDAQ: KNSY; WKN: 898525)
Market cap.: $102 Millionen
EPS growth: 433%
Est. EPS growth: 40%
Medikament zum Stoppen von Blutungen nach einer Herzkathederoperation
4. ISLE OF CAPRI CASINOS (NASDAQ: ISLE; WKN: 885641)
Market cap.: $405 Millionen
EPS growth: 225%
Est. EPS growth: 25%
Spielcasinos
5. AWARE (NASDAQ: AWRE; WKN: ??????)
Market cap.: $1121 Millionen
EPS growth: 200%
Est. EPS growth: 101%
Hersteller/Patentinhaber fuer DSL chips (Digital Subscriber Lines)
6. SanDisk (NASDAQ: SNDK; WKN: 897826)
Market cap.: $3553 Millionen
EPS growth: 200%
Est. EPS growth: 108%
Hersteller von Flash Memory Chips fuer Digitalkameras
7. Forest Laboratories (NASDQ: FRX; WKN: 856886)
Market cap.: $9336 Millionen
EPS growth: 167%
Est. EPS growth: 53%
Medikament gegen Depression
8. ISS Group (NASDAQ: ISSX; WKN: 912762)
Market cap.: $4061 Millionen
EPS growth: 133%
Est. EPS growth: 111%
Software fuer Internet-Security
9. CyberOptics (NASDAQ: CYBE; WKN: 884075)
Market cap.: $357 Millionen
EPS growth: 118%
Est. EPS growth: 305%
Systeme zur Ueberwachung von Chip-Produktion
10. ATMEL (NASDAQ: ATML; WKN: 882557)
Market cap.: $7652 Millionen
EPS growth: 111%
Est. EPS growth: 171%
Hersteller von Chips fuer Cellular Phones
------------------------------------------------------------------------------------------
Gruss aus USA
EHF
http://www.akienboard.com/ubb/Forum3/HTML/000386.html
Die Zeitschrift "Individual Investor"
http://www.individualinvestor.com
hat in der neuesten Ausgabe (09/00)Ihre jaehrliche Liste der "100 Fastest growing companies" veroeffentlicht.
Das Auswahlkriterium fuer die Liste war:
"To earn a spot in the list, a company must have achieved at least 100% growth in earnings per share - compared with year-ago results - in one of the past four quarters and to have posted 25% revenue growth, both in the qualifying quarter and in the 12 months ending with that quarter. Other requirements include earnings per share of at least $0.05 in the breakthrough quarter, a minimum market cap of $100 million, and estimated earnings growth this year and next of no less than 25%"
Diese Kriterien erfuellten 75 "Technology Stocks" und 25 "Non-Tech-Companies" (12 x Business&Consumer Products&Services; 8 x Drugs&Health Care; 5 x Energie&Basic Materials).
21 Firmen davon waren "large-caps" (market cap. > $5Milliarden)
35 waren "midcaps" ($1 Milliarde - $5 Milliarden)
31 waren "smallcaps" ($250 Millionen - $1 Milliarde)
13 waren "microcaps" ($100 Millionen - $250 Millionen)
Aus den 100 Firmen der Gesamtliste hat die Redaktion Ihre 10 Favoriten gepickt.
1. KOPIN (NASDAQ: KOPN; WKN: 888358)
Market cap.: $1986 Millionen
EPS growth: 600%
Est. EPS growth: 1567%
Hersteller von Bauteilen fuer Cellular Phones
2. HARMONIC (NASDAQ: HLIT; WKN: 895791)
Market cap.: $1310 Millionen
EPS growth: 460%
Est. EPS growth: 39%
Infrastruktur fuer Kabelnetze
3. KENSEY NASH (NASDAQ: KNSY; WKN: 898525)
Market cap.: $102 Millionen
EPS growth: 433%
Est. EPS growth: 40%
Medikament zum Stoppen von Blutungen nach einer Herzkathederoperation
4. ISLE OF CAPRI CASINOS (NASDAQ: ISLE; WKN: 885641)
Market cap.: $405 Millionen
EPS growth: 225%
Est. EPS growth: 25%
Spielcasinos
5. AWARE (NASDAQ: AWRE; WKN: ??????)
Market cap.: $1121 Millionen
EPS growth: 200%
Est. EPS growth: 101%
Hersteller/Patentinhaber fuer DSL chips (Digital Subscriber Lines)
6. SanDisk (NASDAQ: SNDK; WKN: 897826)
Market cap.: $3553 Millionen
EPS growth: 200%
Est. EPS growth: 108%
Hersteller von Flash Memory Chips fuer Digitalkameras
7. Forest Laboratories (NASDQ: FRX; WKN: 856886)
Market cap.: $9336 Millionen
EPS growth: 167%
Est. EPS growth: 53%
Medikament gegen Depression
8. ISS Group (NASDAQ: ISSX; WKN: 912762)
Market cap.: $4061 Millionen
EPS growth: 133%
Est. EPS growth: 111%
Software fuer Internet-Security
9. CyberOptics (NASDAQ: CYBE; WKN: 884075)
Market cap.: $357 Millionen
EPS growth: 118%
Est. EPS growth: 305%
Systeme zur Ueberwachung von Chip-Produktion
10. ATMEL (NASDAQ: ATML; WKN: 882557)
Market cap.: $7652 Millionen
EPS growth: 111%
Est. EPS growth: 171%
Hersteller von Chips fuer Cellular Phones
------------------------------------------------------------------------------------------
Gruss aus USA
EHF
SANDISK TO OFFER SMARTMEDIA MEMORY CARDS IN JAPAN
TOKYO, Sep 12, 2000 (AsiaPulse via COMTEX) -- SanDisk KK, the Japanese arm ofU.S. parent SanDisk Corp., will begin marketing SmartMedia memory cards in Japan from the end of September.
To date, the Yokohama firm has largely been selling its CompactFlash memory cards, a SanDisk-developed product. The CompactFlash card has been in competition with the SmartMedia product, which is being promoted by Toshiba Corp. (6502).
Consequently, SanDisk has decided to offer a wider range of products in order to capture a broader market share. Products that use the storage medium, such as digital cameras and personal computers, are growing more popular.
SanDisk will offer SmartMedia cards in three different capacities in Japan: 16MB, 32MB and 64MB cards.
Toshiba will initially handle manufacturing, and SanDisk will within the year procure the cards from FlashVision LLC, a joint manufacturing venture founded in the U.S. state of Virginia by SanDisk and Toshiba.
A 64MB card is expected to sell for about Y20,000 yen ($US190.80) yen.
A number of memory card products are on the market including the MemoryStick of Sony Corp. (6758).
In the Japanese market, the SmartMedia cards are dominant, and the CompactFlash cards are popular with U.S. consumers.
(Nikkei)
(C) 2000 Asia Pulse Pte Ltd
----------------------------------------------------------------------------------
Gruss aus USA
EHF
TOKYO, Sep 12, 2000 (AsiaPulse via COMTEX) -- SanDisk KK, the Japanese arm ofU.S. parent SanDisk Corp., will begin marketing SmartMedia memory cards in Japan from the end of September.
To date, the Yokohama firm has largely been selling its CompactFlash memory cards, a SanDisk-developed product. The CompactFlash card has been in competition with the SmartMedia product, which is being promoted by Toshiba Corp. (6502).
Consequently, SanDisk has decided to offer a wider range of products in order to capture a broader market share. Products that use the storage medium, such as digital cameras and personal computers, are growing more popular.
SanDisk will offer SmartMedia cards in three different capacities in Japan: 16MB, 32MB and 64MB cards.
Toshiba will initially handle manufacturing, and SanDisk will within the year procure the cards from FlashVision LLC, a joint manufacturing venture founded in the U.S. state of Virginia by SanDisk and Toshiba.
A 64MB card is expected to sell for about Y20,000 yen ($US190.80) yen.
A number of memory card products are on the market including the MemoryStick of Sony Corp. (6758).
In the Japanese market, the SmartMedia cards are dominant, and the CompactFlash cards are popular with U.S. consumers.
(Nikkei)
(C) 2000 Asia Pulse Pte Ltd
----------------------------------------------------------------------------------
Gruss aus USA
EHF
Danke für die Infos EHF,
was denkst Du, kann man Sandisk übers Jahr behalten? Oder sollte man im Frühjahr verkaufen und im Herbst wieder einsteigen? Hier in D haben wir ja immer den Steuerlichen Aspekt im Nacken und manche Werte behalte ich auch den Sommer über (1999 auf 2000 waren das NOK, SUNW, EMC und JDSU). Reicht die Story um ein Jahr im voraus das Riskio einzugehen?
gruß, brem
was denkst Du, kann man Sandisk übers Jahr behalten? Oder sollte man im Frühjahr verkaufen und im Herbst wieder einsteigen? Hier in D haben wir ja immer den Steuerlichen Aspekt im Nacken und manche Werte behalte ich auch den Sommer über (1999 auf 2000 waren das NOK, SUNW, EMC und JDSU). Reicht die Story um ein Jahr im voraus das Riskio einzugehen?
gruß, brem
SupplyPoint Applications 3.1 Helping Streamline Sandisk Corp. Operations
SAN JOSE, Calif.--(BUSINESS WIRE)--Sept. 18, 2000--SanDisk Corporation (Nasdaq:SNDK), the world`s largest supplier of flash data storage products, has begun to use SupplyPoint Applications 3.1 to streamline its extended supply chain and help ensure on-time shipping of products, reduce cycle time and shortages and boost customer satisfaction.
The program leverages the Web for delivery of information about SanDisk`s supply chain and fulfillment process by maximizing use of the space investments made in current information systems and pulling critical data elements from SanDisk`s QAD MFG/PRO system. The process thus affects the supply/chain fulfillment process by linking SanDisk`s data into one unified view. The result provides an easily accessible link for SanDisk allowing it to improve business results and maintain competitive advantage.
"We are extremely satisfied with SupplyPoint`s program that is improving the efficiency of our production lines and the satisfaction of our customers," said Jose Flahaux, vice president of worldwide order fulfillment for SanDisk. "In a challenging and competitive high tech marketplace, SupplyPoint`s Applications will aid SanDisk in empowering everyone in our extended enterprise to maintain our leadership position."
"Working closely with the SanDisk team, we were able to implement SupplyPoint Applications 3.1 in three weeks. It is exciting to note that SanDisk is already achieving significant benefits. SupplyPoint`s focus on delivering immediate value and total customer satisfaction is paying off," said Samir Chatterji, Vice President of Marketing and Alliances at SupplyPoint.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs and manufactures industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, Calif.
SupplyPoint.com, Inc., offers an innovative approach to eBusiness solutions and supply-chain management. Its flagship product, SupplyPoint Applications 3.1, can be implemented in weeks--delivering significant value almost immediately by linking customers, partners, suppliers, sales/marketing, and operations throughout the extended enterprise. SupplyPoint Applications 3.1 can integrate disparate ERP systems (i.e. SAP, Oracle, Baan, JD Edwards, QAD, ManMan, etc.), Legacy systems, CRMs, data warehouse/data marts, shop-floor control, other applications, and provides support for industry standard platforms for eBusiness, such as, JAVAS, JSP, Corba, and XML.
SAN JOSE, Calif.--(BUSINESS WIRE)--Sept. 18, 2000--SanDisk Corporation (Nasdaq:SNDK), the world`s largest supplier of flash data storage products, has begun to use SupplyPoint Applications 3.1 to streamline its extended supply chain and help ensure on-time shipping of products, reduce cycle time and shortages and boost customer satisfaction.
The program leverages the Web for delivery of information about SanDisk`s supply chain and fulfillment process by maximizing use of the space investments made in current information systems and pulling critical data elements from SanDisk`s QAD MFG/PRO system. The process thus affects the supply/chain fulfillment process by linking SanDisk`s data into one unified view. The result provides an easily accessible link for SanDisk allowing it to improve business results and maintain competitive advantage.
"We are extremely satisfied with SupplyPoint`s program that is improving the efficiency of our production lines and the satisfaction of our customers," said Jose Flahaux, vice president of worldwide order fulfillment for SanDisk. "In a challenging and competitive high tech marketplace, SupplyPoint`s Applications will aid SanDisk in empowering everyone in our extended enterprise to maintain our leadership position."
"Working closely with the SanDisk team, we were able to implement SupplyPoint Applications 3.1 in three weeks. It is exciting to note that SanDisk is already achieving significant benefits. SupplyPoint`s focus on delivering immediate value and total customer satisfaction is paying off," said Samir Chatterji, Vice President of Marketing and Alliances at SupplyPoint.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs and manufactures industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, Calif.
SupplyPoint.com, Inc., offers an innovative approach to eBusiness solutions and supply-chain management. Its flagship product, SupplyPoint Applications 3.1, can be implemented in weeks--delivering significant value almost immediately by linking customers, partners, suppliers, sales/marketing, and operations throughout the extended enterprise. SupplyPoint Applications 3.1 can integrate disparate ERP systems (i.e. SAP, Oracle, Baan, JD Edwards, QAD, ManMan, etc.), Legacy systems, CRMs, data warehouse/data marts, shop-floor control, other applications, and provides support for industry standard platforms for eBusiness, such as, JAVAS, JSP, Corba, and XML.
SanDisk and PMI Demonstrate World`s First Silver Halide Processing Digital Photo Kiosk; High Quality Prints From the Kiosk and Ease of Use Expected to Attract Digital Camera Owners
COLOGNE, Germany--(BUSINESS WIRE)--Sept. 20, 2000--SanDisk Corporation (Nasdaq:SNDK) and Photo-Me International (PMI)(PHTM.L) today unveiled the world`s first silver halide processing digital photo kiosk at a news conference here, demonstrating capabilities that are expected to allow millions of digital camera owners to easily and economically obtain top quality digital prints from kiosks.
During the session, officials photographed audience members with a digital camera, they then inserted flash data storage cards into the kiosk, edited the photos on the kiosk`s display screen then quickly printed them on high quality photographic paper via the kiosk. The demonstration at a hotel here was in conjunction with Photokina, the world`s largest imaging industry exposition where SanDisk is demonstrating its products in Hall 5, A-ll during the event. PMI is demonstrating its products in Hall 5.1, F12G11.
SanDisk and PMI, a British company, expect the kiosks, bearing the name of SanDisk, will start to be deployed for consumer use in North America by the end of this year. SanDisk and PMI, which have formed a joint venture called Digital Portal Inc. (DPI) to operate the kiosks throughout North America, expect they will provide consumers with low cost, high quality photo prints of digitally captured images that will enhance the instant gratification that digital photography offers.
Besides printing photos, the DPI kiosks will allow consumers to upload their personal files of digital pictures either from the kiosk or from their home PC to the DPI photographic portal partners where the photos can be accessed by friends and relatives. The feature will allow an individual in New York City, for example, to upload pictures of a family celebration to the DPI web site. A relative in San Francisco could then visit his local kiosk, download the file under a unique user pass key and select what pictures to print immediately from the kiosk.
The kiosk`s acceptability of most storage media used in digital cameras is expected to make the kiosks widely popular. Each kiosk will have the capability of accepting digital film flash memory cards used in digital cameras today including CompactFlash(TM), SmartMedia cards, MultiMediaCards and Secure Digital cards.
Besides accepting a variety of digital storage media the DPI kiosk will provide consumers with five highly efficient and innovative services: first, superior photo quality by the PMI patented LCD Booster technology, which provides a picture resolution of 15 million pixels, far in excess of the resolution of any digital camera; second, high quality Silvertronix(TM) technology (Silvertronix(TM) is the name given to combining silver halide processing and LCD booster technology) which is the same process used in 1-hour photo print services; third, a simple, interactive and user friendly interface; fourth, a price per print matching today`s cost of 1 hour prints while developing the first 4 x 6 print in approximately two minutes and an additional 20 seconds for each subsequent print; and fifth, web connectivity to allow the user to share the digital photo experience.
It is expected that the new venture will accelerate the sale of digital cameras and the widespread adoption of digital photography.
PMI is the worldwide leader in photo kiosk vending machines. The company is based in Bookham, Surrey, United Kingdom.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, California.
COLOGNE, Germany--(BUSINESS WIRE)--Sept. 20, 2000--SanDisk Corporation (Nasdaq:SNDK) and Photo-Me International (PMI)(PHTM.L) today unveiled the world`s first silver halide processing digital photo kiosk at a news conference here, demonstrating capabilities that are expected to allow millions of digital camera owners to easily and economically obtain top quality digital prints from kiosks.
During the session, officials photographed audience members with a digital camera, they then inserted flash data storage cards into the kiosk, edited the photos on the kiosk`s display screen then quickly printed them on high quality photographic paper via the kiosk. The demonstration at a hotel here was in conjunction with Photokina, the world`s largest imaging industry exposition where SanDisk is demonstrating its products in Hall 5, A-ll during the event. PMI is demonstrating its products in Hall 5.1, F12G11.
SanDisk and PMI, a British company, expect the kiosks, bearing the name of SanDisk, will start to be deployed for consumer use in North America by the end of this year. SanDisk and PMI, which have formed a joint venture called Digital Portal Inc. (DPI) to operate the kiosks throughout North America, expect they will provide consumers with low cost, high quality photo prints of digitally captured images that will enhance the instant gratification that digital photography offers.
Besides printing photos, the DPI kiosks will allow consumers to upload their personal files of digital pictures either from the kiosk or from their home PC to the DPI photographic portal partners where the photos can be accessed by friends and relatives. The feature will allow an individual in New York City, for example, to upload pictures of a family celebration to the DPI web site. A relative in San Francisco could then visit his local kiosk, download the file under a unique user pass key and select what pictures to print immediately from the kiosk.
The kiosk`s acceptability of most storage media used in digital cameras is expected to make the kiosks widely popular. Each kiosk will have the capability of accepting digital film flash memory cards used in digital cameras today including CompactFlash(TM), SmartMedia cards, MultiMediaCards and Secure Digital cards.
Besides accepting a variety of digital storage media the DPI kiosk will provide consumers with five highly efficient and innovative services: first, superior photo quality by the PMI patented LCD Booster technology, which provides a picture resolution of 15 million pixels, far in excess of the resolution of any digital camera; second, high quality Silvertronix(TM) technology (Silvertronix(TM) is the name given to combining silver halide processing and LCD booster technology) which is the same process used in 1-hour photo print services; third, a simple, interactive and user friendly interface; fourth, a price per print matching today`s cost of 1 hour prints while developing the first 4 x 6 print in approximately two minutes and an additional 20 seconds for each subsequent print; and fifth, web connectivity to allow the user to share the digital photo experience.
It is expected that the new venture will accelerate the sale of digital cameras and the widespread adoption of digital photography.
PMI is the worldwide leader in photo kiosk vending machines. The company is based in Bookham, Surrey, United Kingdom.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, California.
sowohl sandisk als auch silicon storage nachbörslich minus 10 % (sndk 70 $)
hier der wahrscheinliche grund (oder gibt es noch andere news?):
Intel (INTC)gibt nach Marktschluss eine Ergebniswarnung aus. Das Unternehmen rechnet mit Umsatzanstieg im 3Q von 3-5 Prozent gegenüber Vorquartal. Vor allem die Nachfrage in Europa wird als schwach bezeichnet.
hier der wahrscheinliche grund (oder gibt es noch andere news?):
Intel (INTC)gibt nach Marktschluss eine Ergebniswarnung aus. Das Unternehmen rechnet mit Umsatzanstieg im 3Q von 3-5 Prozent gegenüber Vorquartal. Vor allem die Nachfrage in Europa wird als schwach bezeichnet.
SanDisk and Toshiba Announce the Development of Highest Density NAND Flash Memory
SUNNYVALE, Calif.--(BUSINESS WIRE)--Sept. 25, 2000--
Jointly Developed 512 Megabit NAND Flash To Start Customer Sampling in Q4, Will Increase Capacity, Performance Of Flash Data Storage Products
SanDisk Corporation (Nasdaq:SNDK) and Toshiba Corporation issued a joint statement today that they have completed the joint development of the industry`s highest capacity NAND flash memory single-chip 512-megabit (Mbit) device. The new chip will expand SanDisk`s and Toshiba`s line-up of high capacity flash memories and flash card products. The 512Mbit device is the first result of the joint development partnership announced between the two companies on May 9, 2000.
Both companies will independently market the 512Mbit chip to their respective customers. Use of the device is expected to greatly expand the capabilities of cell phones, digital cameras, MP3 audio players and other products that use embedded flash or removable flash cards for data storage.
The new 512Mbit chip is based on Toshiba`s advanced 0.16 micron process technology. Initial production will be at Toshiba`s advanced production facility at Yokkaichi, Japan. The 512Mbit will also be the first NAND chip to be produced at the Dominion Semiconductor, Virginia manufacturing facility under the FlashVision company jointly established by Toshiba and SanDisk for this purpose. Dominion is on schedule for starting 0.16micron NAND production by midyear 2001, as planned.
Future SanDisk flash card products which utilize the new 512Mbit NAND chip have been specially designed to have significantly higher write performance.
"We are extremely pleased with this jointly developed leading edge flash memory technology," said Sanjay Mehrotra, SanDisk senior vice president of engineering. "Even though SanDisk`s engineers joined this program while it was already in the advanced stage of development, the cooperation between SanDisk and Toshiba has been mutually open and exceptionally productive. This first result of our long-term strategic agreement significantly raises the bar for the competition. The new 0.16 micron NAND technology will serve as an excellent platform for other advanced NAND products that are currently under joint development. We believe the 512Mbit NAND will bring tremendous benefits to our customers and allow SanDisk and Toshiba to maintain our respective market leadership positions in the growing flash storage markets we address."
SUNNYVALE, Calif.--(BUSINESS WIRE)--Sept. 25, 2000--
Jointly Developed 512 Megabit NAND Flash To Start Customer Sampling in Q4, Will Increase Capacity, Performance Of Flash Data Storage Products
SanDisk Corporation (Nasdaq:SNDK) and Toshiba Corporation issued a joint statement today that they have completed the joint development of the industry`s highest capacity NAND flash memory single-chip 512-megabit (Mbit) device. The new chip will expand SanDisk`s and Toshiba`s line-up of high capacity flash memories and flash card products. The 512Mbit device is the first result of the joint development partnership announced between the two companies on May 9, 2000.
Both companies will independently market the 512Mbit chip to their respective customers. Use of the device is expected to greatly expand the capabilities of cell phones, digital cameras, MP3 audio players and other products that use embedded flash or removable flash cards for data storage.
The new 512Mbit chip is based on Toshiba`s advanced 0.16 micron process technology. Initial production will be at Toshiba`s advanced production facility at Yokkaichi, Japan. The 512Mbit will also be the first NAND chip to be produced at the Dominion Semiconductor, Virginia manufacturing facility under the FlashVision company jointly established by Toshiba and SanDisk for this purpose. Dominion is on schedule for starting 0.16micron NAND production by midyear 2001, as planned.
Future SanDisk flash card products which utilize the new 512Mbit NAND chip have been specially designed to have significantly higher write performance.
"We are extremely pleased with this jointly developed leading edge flash memory technology," said Sanjay Mehrotra, SanDisk senior vice president of engineering. "Even though SanDisk`s engineers joined this program while it was already in the advanced stage of development, the cooperation between SanDisk and Toshiba has been mutually open and exceptionally productive. This first result of our long-term strategic agreement significantly raises the bar for the competition. The new 0.16 micron NAND technology will serve as an excellent platform for other advanced NAND products that are currently under joint development. We believe the 512Mbit NAND will bring tremendous benefits to our customers and allow SanDisk and Toshiba to maintain our respective market leadership positions in the growing flash storage markets we address."
Kann mir mal jemand sagen, was da heute wieder los ist?
Hallo ruebezahl. Ich denke mal das einige heute von SNDK in SSTI umschichten. Für SSTI sind Super Quartalszahlen angekündigt. Liebe Grüße Erbse1.
Jau. Sowas habe ich mir auch schon gedacht. Vielleicht hat ja auch die Gewinnwarnung von Kodak gestern einen leichten Einfluß?
Hitachi, SanDisk extend flash memory patent pact
TOKYO, Oct 3 (Reuters) - Japanese electronics giant Hitachi Ltd <6501.T> and U.S. data storage company SanDisk Corp <SNDK.O> said on Tuesday they have extended their patent cross-licensing agreement to the multi-level cell (MLC) flash memory technology.
The move is aimed at sharing their MLC technologies, which allow enlarged data storage capacity of flash memory, to speed up their development for new memory products to be used in digital cameras, portable music players and hand-held computers.
Under the new agreement, the two firms can use each other`s patents related to binary and MLC flash memory in any of their products, with some exclusion of proprietary technology, they said in a statement.
As a part of the pact, Hitachi, one of the top five Japanese semiconductor makers, will supply some of its flash memory products to SanDisk, the world`s largest supplier of flash data storage products, they added. Terms of the pact were not disclosed.
Hitachi and SanDisk had signed a similar cross-licensing contract on binary flash memories in 1997.
SanDisk and Hitachi Sign Multi-Level Flash Memory Patent Cross-Licensing Agreement
TOKYO, Japan & SUNNYVALE, Calif.--(BUSINESS WIRE)--Oct. 3, 2000-- SanDisk Corporation (NASDAQ:SNDK) and Hitachi, Ltd., (NYSE: HIT) today announced that they have renewed their existing patent cross license agreement and extended its scope to include, on a non-exclusive, non-transferable, worldwide basis, a license to the multi-level flash memory (sometimes referred to as MLC flash) patent portfolios of both companies.
Under the new agreement, SanDisk and Hitachi will be free to use each other`s patents related to binary flash and MLC flash in any of their products, with some exclusion of each company`s proprietary technology. In addition, as part of the agreement, SanDisk will be guaranteed a portion of Hitachi`s flash memory capacity. Other terms of the agreement were not disclosed.
Eli Harari, SanDisk President and CEO, said, "SanDisk is happy to announce the signing of this important flash memory patent cross-licensing agreement with Hitachi, one of the leading suppliers of flash memory storage cards. Under this agreement, SanDisk recognizes the value of Hitachi`s extensive semiconductor patents, while Hitachi recognizes the value of SanDisk`s fundamental MLC flash memory patents. Both companies believe that the future of flash cards for the new post-PC consumer electronics markets, such as digital imaging, music and video lies with MLC flash technology."
"We are pleased to establish this mutually beneficial business relationship with SanDisk. We expect this relationship will be a benefit for our flash memory customers and provide a clear path for the expansion of flash technology to new applications," said Mikio Sakurai, general manager, System Memory Business Division, Semiconductor & Integrated Circuits of Hitachi.
E-Stamp`s DigitalShipper Enterprise Selected by SanDisk to Automate Shipping Process
MOUNTAIN VIEW, Calif., Oct. 3 /PRNewswire/ -- E-Stamp Corporation (Nasdaq: ESTM), a leading provider of secure Internet-based transactions, today announced an agreement to provide its DigitalShipper Enterprise solution to SanDisk Corporation (Nasdaq: SNDK), a worldwide supplier of flash data storage products. E-Stamp`s DigitalShipper Enterprise will enable SanDisk to streamline their current shipping processes, and provides immediate domestic and international rate comparisons.
SanDisk will integrate DigitalShipper Enterprise, a multi-carrier, shipping solution, into its existing ERP system. DigitalShipper Enterprise streamlines shipping processes by providing complete labeling compliance for independent carriers in one system. It supports most major small package and freight carriers including UPS, FedEx, USPS, Airborne, DHL, Emery and LTL Freight Carriers. This information is accessed through a single user-interface, providing one solution that quickly and conveniently compares rates and ships packages.
SanDisk, a high volume shipper, chose E-Stamp`s DigitalShipper Enterprise solution for its powerful capability to streamline international transactions. The system provides comparisons for overseas shipping rates and produces all required paperwork to ship packages internationally, thereby cutting costs while improving time-to-delivery.
DigitalShipper Enterprise, powered by Kewill systems, is a complete, automated shipping solution that enhances customer service by providing e-mail notifications when orders are shipped, status for existing orders, and real time tracking of packages shipped. The solution also allows vendors to track, audit and produce reports providing valuable information to analyze patterns and forecast shipping needs.
"Managing shipping and tracking distribution is crucial to our business," said Jose Flahaux, Vice President of Worldwide Order Fulfillment at SanDisk. "We needed a system to integrate our shipping processes both domestically and internationally and we chose E-Stamp`s DigitalShipper Enterprise because of the solution`s ability to work with our existing system. The added value of the real-time tracking feature and the ability to audit our shipping activity will help us manage our customer service goals."
"SanDisk`s implementation of our shipping solution is an excellent demonstration E-Stamp`s evolution as a company," says Robert (Bo) Ewald, President and CEO of E-Stamp. "With E-Stamp Internet Postage, our DigitalShipper family of products, and our e-warehouse supply chain execution system, we have created a suite of cost-effective, secure, Internet based logistics systems that help businesses such as SanDisk operate more efficiently and conveniently as they move critical business processes onto the Internet."
According to a 1999 IDC study on the transformation of the logistics process outsourcing market, today`s logistics business has "expanded to a more holistic, integrated, IT-driven approach. Customer spending on U.S. logistics business process outsourcing (BPO) services totaled $58 billion in 1998 and is expected to grow to $113 billion by 2003."
"As the mailing and shipping worlds begin to merge, we are positioning E-Stamp to be ahead of the curve," says Ewald. "We`re also embracing the tremendous growth of the logistics space and we see a unique opportunity to make an impact by leveraging our suite of products."
"Automating SanDisk`s shipping process using E-Stamp`s DigitalShipper will help SanDisk scale our business without having to increase the number of personnel in the shipping department" says SanDisk`s Traffic and Logistics Manager, Bret Kleinman.
TOKYO, Oct 3 (Reuters) - Japanese electronics giant Hitachi Ltd <6501.T> and U.S. data storage company SanDisk Corp <SNDK.O> said on Tuesday they have extended their patent cross-licensing agreement to the multi-level cell (MLC) flash memory technology.
The move is aimed at sharing their MLC technologies, which allow enlarged data storage capacity of flash memory, to speed up their development for new memory products to be used in digital cameras, portable music players and hand-held computers.
Under the new agreement, the two firms can use each other`s patents related to binary and MLC flash memory in any of their products, with some exclusion of proprietary technology, they said in a statement.
As a part of the pact, Hitachi, one of the top five Japanese semiconductor makers, will supply some of its flash memory products to SanDisk, the world`s largest supplier of flash data storage products, they added. Terms of the pact were not disclosed.
Hitachi and SanDisk had signed a similar cross-licensing contract on binary flash memories in 1997.
SanDisk and Hitachi Sign Multi-Level Flash Memory Patent Cross-Licensing Agreement
TOKYO, Japan & SUNNYVALE, Calif.--(BUSINESS WIRE)--Oct. 3, 2000-- SanDisk Corporation (NASDAQ:SNDK) and Hitachi, Ltd., (NYSE: HIT) today announced that they have renewed their existing patent cross license agreement and extended its scope to include, on a non-exclusive, non-transferable, worldwide basis, a license to the multi-level flash memory (sometimes referred to as MLC flash) patent portfolios of both companies.
Under the new agreement, SanDisk and Hitachi will be free to use each other`s patents related to binary flash and MLC flash in any of their products, with some exclusion of each company`s proprietary technology. In addition, as part of the agreement, SanDisk will be guaranteed a portion of Hitachi`s flash memory capacity. Other terms of the agreement were not disclosed.
Eli Harari, SanDisk President and CEO, said, "SanDisk is happy to announce the signing of this important flash memory patent cross-licensing agreement with Hitachi, one of the leading suppliers of flash memory storage cards. Under this agreement, SanDisk recognizes the value of Hitachi`s extensive semiconductor patents, while Hitachi recognizes the value of SanDisk`s fundamental MLC flash memory patents. Both companies believe that the future of flash cards for the new post-PC consumer electronics markets, such as digital imaging, music and video lies with MLC flash technology."
"We are pleased to establish this mutually beneficial business relationship with SanDisk. We expect this relationship will be a benefit for our flash memory customers and provide a clear path for the expansion of flash technology to new applications," said Mikio Sakurai, general manager, System Memory Business Division, Semiconductor & Integrated Circuits of Hitachi.
E-Stamp`s DigitalShipper Enterprise Selected by SanDisk to Automate Shipping Process
MOUNTAIN VIEW, Calif., Oct. 3 /PRNewswire/ -- E-Stamp Corporation (Nasdaq: ESTM), a leading provider of secure Internet-based transactions, today announced an agreement to provide its DigitalShipper Enterprise solution to SanDisk Corporation (Nasdaq: SNDK), a worldwide supplier of flash data storage products. E-Stamp`s DigitalShipper Enterprise will enable SanDisk to streamline their current shipping processes, and provides immediate domestic and international rate comparisons.
SanDisk will integrate DigitalShipper Enterprise, a multi-carrier, shipping solution, into its existing ERP system. DigitalShipper Enterprise streamlines shipping processes by providing complete labeling compliance for independent carriers in one system. It supports most major small package and freight carriers including UPS, FedEx, USPS, Airborne, DHL, Emery and LTL Freight Carriers. This information is accessed through a single user-interface, providing one solution that quickly and conveniently compares rates and ships packages.
SanDisk, a high volume shipper, chose E-Stamp`s DigitalShipper Enterprise solution for its powerful capability to streamline international transactions. The system provides comparisons for overseas shipping rates and produces all required paperwork to ship packages internationally, thereby cutting costs while improving time-to-delivery.
DigitalShipper Enterprise, powered by Kewill systems, is a complete, automated shipping solution that enhances customer service by providing e-mail notifications when orders are shipped, status for existing orders, and real time tracking of packages shipped. The solution also allows vendors to track, audit and produce reports providing valuable information to analyze patterns and forecast shipping needs.
"Managing shipping and tracking distribution is crucial to our business," said Jose Flahaux, Vice President of Worldwide Order Fulfillment at SanDisk. "We needed a system to integrate our shipping processes both domestically and internationally and we chose E-Stamp`s DigitalShipper Enterprise because of the solution`s ability to work with our existing system. The added value of the real-time tracking feature and the ability to audit our shipping activity will help us manage our customer service goals."
"SanDisk`s implementation of our shipping solution is an excellent demonstration E-Stamp`s evolution as a company," says Robert (Bo) Ewald, President and CEO of E-Stamp. "With E-Stamp Internet Postage, our DigitalShipper family of products, and our e-warehouse supply chain execution system, we have created a suite of cost-effective, secure, Internet based logistics systems that help businesses such as SanDisk operate more efficiently and conveniently as they move critical business processes onto the Internet."
According to a 1999 IDC study on the transformation of the logistics process outsourcing market, today`s logistics business has "expanded to a more holistic, integrated, IT-driven approach. Customer spending on U.S. logistics business process outsourcing (BPO) services totaled $58 billion in 1998 and is expected to grow to $113 billion by 2003."
"As the mailing and shipping worlds begin to merge, we are positioning E-Stamp to be ahead of the curve," says Ewald. "We`re also embracing the tremendous growth of the logistics space and we see a unique opportunity to make an impact by leveraging our suite of products."
"Automating SanDisk`s shipping process using E-Stamp`s DigitalShipper will help SanDisk scale our business without having to increase the number of personnel in the shipping department" says SanDisk`s Traffic and Logistics Manager, Bret Kleinman.
Israel says agrees to fund 20 pct of Tower plant
JERUSALEM, Oct 10 (Reuters) - Israel`s Finance Ministry said on Tuesday it has agreed to subsidise 20 percent of a planned $1.5 billion microchip plant by Tower Semiconductor <TSEM.O>.
The plant would be constructed next to Tower`s existing facility in the northern Israeli town of Midgal Haemek for a total investment of up to $1.5 billion.
The plant is expected to directly create 1,000 new jobs within two years and employ indirectly more than a thousand more people.
The state would fund more than $180 million of the cost of the factory through the end of 2002, with the remaining money to be paid in 2003 and 2004, the ministry said in a statement.
Tower has raised funds from Alliance Semiconductor <ALSC.O>, Toshiba Corp <6502.T> and SanDisk <SNDK.O> to help finance the construction of the plant.
JERUSALEM, Oct 10 (Reuters) - Israel`s Finance Ministry said on Tuesday it has agreed to subsidise 20 percent of a planned $1.5 billion microchip plant by Tower Semiconductor <TSEM.O>.
The plant would be constructed next to Tower`s existing facility in the northern Israeli town of Midgal Haemek for a total investment of up to $1.5 billion.
The plant is expected to directly create 1,000 new jobs within two years and employ indirectly more than a thousand more people.
The state would fund more than $180 million of the cost of the factory through the end of 2002, with the remaining money to be paid in 2003 and 2004, the ministry said in a statement.
Tower has raised funds from Alliance Semiconductor <ALSC.O>, Toshiba Corp <6502.T> and SanDisk <SNDK.O> to help finance the construction of the plant.
Nochmals ein DOWNGRADE für Chiphersteller Altera (ALTR) von Prudential von STRONG BUY auf ACCUMULATE. Analysehaus reduziert Kursziel von 72 auf 45 Dollar.
(Quelle: BO)
(Quelle: BO)
@pitu
Fakt ist aber, dass SNDK gar nicht soviel produzieren kann wie nachgefragt wird.
SNDK wird die Analystenshcätzung geradezu wegblasen, alles andere wäre ne Riesenüberraschung für mich. Quartalszahlen kommen am 18. glaube ich.
KGV 2000 derzeit bei ca 58.
Charttechnik: fällt SNDK unter 58$, dann dürfte es allerdings schlecht aussehen der Boden wäre dann erst bei ca. 44$.
Gruß
hoy 
PS: so´n Caipirnha ist eben was leckeres oder ??
Fakt ist aber, dass SNDK gar nicht soviel produzieren kann wie nachgefragt wird.
SNDK wird die Analystenshcätzung geradezu wegblasen, alles andere wäre ne Riesenüberraschung für mich. Quartalszahlen kommen am 18. glaube ich.
KGV 2000 derzeit bei ca 58.
Charttechnik: fällt SNDK unter 58$, dann dürfte es allerdings schlecht aussehen der Boden wäre dann erst bei ca. 44$.
Gruß
hoy 
PS: so´n Caipirnha ist eben was leckeres oder ??
und die kriegen noch mehr zu tun ... nur wird das nicht honoriert!
SanDisk Will Supply MultiMediaCards for New Siemens SL45 Mobile Phone With MP3 Player
SUNNYVALE, Calif.--(BUSINESS WIRE)--Oct. 11, 2000--SanDisk Corporation (Nasdaq:SNDK) announced today it will supply Siemens of Germany with SanDisk 32 MB MultiMediaCards for storage of files in Siemens` new mobile phone SL45 (model 6688 in China), that has the capacity to hold MP3 audio files, hundreds of phonebook entries and thousands of SMS messages.
"The SL45 / 6688 will be the first mobile phone with an integrated state-of-the-art MP3 player and exchangeable memory that will provide its users with the most popular digital audio memory card," said Nelson Chan, SanDisk senior vice president of worldwide sales and marketing. "More than 100 Internet music players with slots for MultiMediaCards have been introduced, and we are glad to add the new Siemens device to that list."
Georges Boulloy, Siemens` vice president global product marketing , said, "We determined that SanDisk`s MultiMediaCard was ideal for our latest mobile phone because of its compact size, low power consumption and ruggedness."
The SL45 / 6688 supporting the GSM 900 and GSM 1800 standard will be available in Europe and Asia beginning in December, 2000.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
SanDisk Will Supply MultiMediaCards for New Siemens SL45 Mobile Phone With MP3 Player
SUNNYVALE, Calif.--(BUSINESS WIRE)--Oct. 11, 2000--SanDisk Corporation (Nasdaq:SNDK) announced today it will supply Siemens of Germany with SanDisk 32 MB MultiMediaCards for storage of files in Siemens` new mobile phone SL45 (model 6688 in China), that has the capacity to hold MP3 audio files, hundreds of phonebook entries and thousands of SMS messages.
"The SL45 / 6688 will be the first mobile phone with an integrated state-of-the-art MP3 player and exchangeable memory that will provide its users with the most popular digital audio memory card," said Nelson Chan, SanDisk senior vice president of worldwide sales and marketing. "More than 100 Internet music players with slots for MultiMediaCards have been introduced, and we are glad to add the new Siemens device to that list."
Georges Boulloy, Siemens` vice president global product marketing , said, "We determined that SanDisk`s MultiMediaCard was ideal for our latest mobile phone because of its compact size, low power consumption and ruggedness."
The SL45 / 6688 supporting the GSM 900 and GSM 1800 standard will be available in Europe and Asia beginning in December, 2000.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
M`shita <6752.T>, Toppan tie up on SD memory cards
TOKYO, Oct 12 (Reuters) - Matsushita Electric Industrial Co Ltd <6752.T>, the world`s largest consumer electronics maker, said on Thursday it will provide Toppan Printing Co Ltd <7911.T> with information needed to adapt SD (secure digital) memory cards.
The move is aimed at expanding usage of the new postage stamp-sized memory devices, and ultimately making them the standard device used for storing audio, video and computer files for easy transfer from one electronic device to another.
The postage stamp-sized SD Memory Card was jointly developed by Matsushita, Toshiba Corp <6502.T> and SanDisk Corp <SNDK.O>. That consortium of companies is competing with Sony Corp <6758.T>, the world`s second-largest consumer electronics manufacturer, which wants to make its chewing gum-size Memory Stick the new industry standard.
The competition is similar to the titanic battle waged three decades ago between Sony and a Matsushita-led consortium over which audio-video tape storage medium would become the global standard -- Sony`s Betamax or the Matsushita-developed VHS.
In sharing the technology behind the new SD memory card with companies like Toppan, Japan`s second-largest printing company which in recent years has diversified into making electronic precision components such as photomasks and printed circuit boards, Matsushita is employing the same strategy that helped it win the Betamax/VHS battle.
Matsushita will provide Toppan with design information for chips used in equipment compatible with the SD cards, a Matsushita spokesman said.
Toppan will offer services on designing and making LSI (large-scale integrated) circuits from October to electronic appliance makers. The information will help shorten the chip development process from six months to 2-3 months, reducing costs.
Toppan aims at sales of about 200 million yen ($1.86 million) in the first year to September 2001, a Toppan spokesman said.
By 0418 GMT, Matsushita`s shares were up 0.34 percent at 2,910 yen. Toppan`s shares were up 0.98 percent at 1,033 yen.
TOKYO, Oct 12 (Reuters) - Matsushita Electric Industrial Co Ltd <6752.T>, the world`s largest consumer electronics maker, said on Thursday it will provide Toppan Printing Co Ltd <7911.T> with information needed to adapt SD (secure digital) memory cards.
The move is aimed at expanding usage of the new postage stamp-sized memory devices, and ultimately making them the standard device used for storing audio, video and computer files for easy transfer from one electronic device to another.
The postage stamp-sized SD Memory Card was jointly developed by Matsushita, Toshiba Corp <6502.T> and SanDisk Corp <SNDK.O>. That consortium of companies is competing with Sony Corp <6758.T>, the world`s second-largest consumer electronics manufacturer, which wants to make its chewing gum-size Memory Stick the new industry standard.
The competition is similar to the titanic battle waged three decades ago between Sony and a Matsushita-led consortium over which audio-video tape storage medium would become the global standard -- Sony`s Betamax or the Matsushita-developed VHS.
In sharing the technology behind the new SD memory card with companies like Toppan, Japan`s second-largest printing company which in recent years has diversified into making electronic precision components such as photomasks and printed circuit boards, Matsushita is employing the same strategy that helped it win the Betamax/VHS battle.
Matsushita will provide Toppan with design information for chips used in equipment compatible with the SD cards, a Matsushita spokesman said.
Toppan will offer services on designing and making LSI (large-scale integrated) circuits from October to electronic appliance makers. The information will help shorten the chip development process from six months to 2-3 months, reducing costs.
Toppan aims at sales of about 200 million yen ($1.86 million) in the first year to September 2001, a Toppan spokesman said.
By 0418 GMT, Matsushita`s shares were up 0.34 percent at 2,910 yen. Toppan`s shares were up 0.98 percent at 1,033 yen.
SanDisk Announces Record Revenue and Operating Income for Third Quarter 2000
SUNNYVALE, Calif.--(BUSINESS WIRE)--Oct. 18, 2000--SanDisk Corporation (Nasdaq:SNDK), the world`s largest supplier of flash memory data storage products, today announced record revenue for its quarter ended September 30, 2000. Total third quarter revenues were $170.8 million, an increase of 153% from $67.5 million in the third quarter of 1999 due primarily to increased revenues from CompactFlash and MultiMediaCard products and higher license and royalty revenues. Product revenues were $151.8 million, an increase of 163% from $57.6 million for the same period last year. Revenues from licenses and royalties were $19.0 million, up 92% from $9.9 million in the third quarter of 1999. Net income for the quarter was $25.6 million, up 294% compared to $6.5 million in the same period last year. In the third quarter, diluted earnings per share were $0.35, compared to $0.11 per share in the third quarter of 1999.
Total revenues for the third quarter increased sequentially by 19%. Product revenues increased 24% from $122.6 million for the second quarter of 2000. Revenues from licenses and royalties were 11% lower than the previous quarter due to the timing of recognizing revenues from our various license agreements. Third quarter diluted earnings per share increased to $0.35 per share, compared to $0.33 per share for the second quarter of 2000.
"The third quarter was another excellent quarter for SanDisk with total revenues and operating income again reaching record highs," said Dr. Eli Harari, President and CEO of SanDisk. "New records were achieved in product revenues and number of units and megabytes sold. Total unit sales reached a record 4.7 million, up 57% from 3 million units in the prior quarter and total Flash memory megabytes sold increased sequentially by 41%. We experienced strong sequential growth in unit and megabyte sales for both our CompactFlash and MultiMediaCard product lines. Product gross margins improved to 33%, up from 31% in the previous quarter primarily due to lower manufacturing costs which were partially offset by moderate price declines. Availability of Flash memory from the three fabs at UMC and from our partnership with Toshiba improved significantly in the second half of the quarter.
"Sales growth improved sequentially in North America, Europe and the Far East. OEM sales were robust and we are particularly encouraged by the growing strength in sales through our retail channel.
"In the fourth quarter, we expect favorable market conditions for digital cameras, digital camcorders, smart phones and industrial applications, as well as strong holiday sales of Flash cards to consumers through retail stores. Usage of our products is increasing in a number of rapidly growing consumer and industrial applications, and we are therefore optimistic about continuing growth in our business in Q4 and in 2001."
This news release contains certain forward looking statements including our expectations for future product revenues and bookings, average selling prices, gross margin and profits that are based on current expectations and involve risks and uncertainties that may affect our business, financial condition and results of operations. In addition to the factors discussed above, other risks include: the availability of adequate supply of flash memory wafers from UMC in Taiwan and from other sources; the availability of other critical materials and components; the timely and successful manufacturing ramp up of new product generations and new foundries with acceptable yields and manufacturing costs; increased expenses and fluctuations in operating results related to the startup of wafer production at our FlashVision foundry joint venture; the timely introduction and acceptance of new consumer products that incorporate our flash storage devices; slow growth in the emerging markets for our products including the portable digital music player market; future average selling price erosion due to excess capacity and price competition; the continued successful ramp up of assembly operations in China, Taiwan and the Philippines; seasonality of product sales; success in developing brand name preference and an efficient distribution system for SanDisk`s products in the retail channel; economic conditions and exchange rates in Japan, the Pacific Rim and other geographic regions as they affect SanDisk`s customers; the successful development and launch of our Secure Digital card products; and the other risks detailed from time to time in our Securities and Exchange Commission filings and reports, including, but not limited to, the Form 10-Q for the quarter ended June 30, 2000 and the Annual Report on Form 10-K for the year ended December 31, 1999. Future results may differ materially from those previously reported. We assume no obligation to update the information in this release.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
SanDisk`s third quarter 2000 conference call is scheduled for 2:00 p.m. PDT, Wednesday, October 18th. The phone number is 973/872-3100. SanDisk`s web site / home page address: http:/ / www.sandisk.com
Note to Editors: CompactFlash and CF are trademarks of SanDisk Corporation.
SanDisk Corporation
Condensed Consolidated Statements of Income
(In thousands, except per share data)
Three months ended Nine months ended
September 30, September 30,
2000 1999 2000 1999
Revenues:
Product $ 151,816 $ 57,624 $ 371,638 $ 135,850
License and royalty 19,023 9,910 52,519 28,369
Total revenues 170,839 67,534 424,157 164,219
Cost of sales 101,874 43,897 254,146 101,264
Gross profits 68,965 23,637 170,011 62,955
Operating expenses:
Research and
development 13,018 6,943 32,838 18,162
Sales and marketing 12,505 6,647 34,568 17,575
General and
administrative 7,907 3,091 18,667 8,381
Total operating
expenses 33,430 16,681 86,073 44,118
Operating income 35,535 6,956 83,938 18,837
Interest income 5,855 1,447 17,291 4,280
Gain on investment
in foundry -- -- 344,168 --
Other income
(expense), net (438) 1,306 661 1,542
Income before taxes 40,952 9,709 446,058 24,659
Provision for
income taxes 15,349 3,204 176,916 8,137
Net income $ 25,603 $ 6,505 $ 269,142 $ 16,522
Net income per share
Basic $ 0.38 $ 0.12 $ 4.04 $ 0.31
Diluted $ 0.35 $ 0.11 $ 3.70 $ 0.28
Shares used in
computing net income
per share
Basic 67,142 54,632 66,685 54,018
Diluted 72,638 60,994 72,817 59,550
SanDisk Corporation
Condensed Consolidated Balance Sheets
(In thousands)
ASSETS
September 30, December 31,
Current Assets: 2000 1999
Cash and cash equivalents $ 172,261 $ 146,170
Short-term investments 258,934 311,049
Investment in UMC 166,809 --
Accounts receivable, net 133,561 52,434
Inventories 67,323 35,679
Deferred tax assets -- 17,000
Prepaid expenses and other
current assets 5,985 6,058
Total current assets 804,873 568,390
Property and equipment, net 38,265 31,788
Investment in UMC 197,688 51,208
Investment in joint venture 36,926 --
Deposits and other assets 29,267 6,338
Total Assets $1,107,019 $ 657,724
LIABILITIES AND STOCKHOLDERS` EQUITY
Current Liabilities:
Accounts payable $ 65,120 $ 30,734
Accrued payroll and
related expenses 15,521 8,259
Income taxes payable 18,743 5,843
Other accrued liabilities 21,614 11,378
Deferred tax liability 40,535 --
Deferred revenue 41,877 29,383
Total current liabilities 203,410 85,597
Deferred taxes and
other liabilities 70,176 --
Total liabilities 273,586 85,597
Stockholders` Equity:
Common stock 535,045 524,131
Retained earnings 298,388 47,996
Total stockholders` equity 833,433 572,127
Total Liabilities and
Stockholders` Equity $1,107,019 $ 657,724
SUNNYVALE, Calif.--(BUSINESS WIRE)--Oct. 18, 2000--SanDisk Corporation (Nasdaq:SNDK), the world`s largest supplier of flash memory data storage products, today announced record revenue for its quarter ended September 30, 2000. Total third quarter revenues were $170.8 million, an increase of 153% from $67.5 million in the third quarter of 1999 due primarily to increased revenues from CompactFlash and MultiMediaCard products and higher license and royalty revenues. Product revenues were $151.8 million, an increase of 163% from $57.6 million for the same period last year. Revenues from licenses and royalties were $19.0 million, up 92% from $9.9 million in the third quarter of 1999. Net income for the quarter was $25.6 million, up 294% compared to $6.5 million in the same period last year. In the third quarter, diluted earnings per share were $0.35, compared to $0.11 per share in the third quarter of 1999.
Total revenues for the third quarter increased sequentially by 19%. Product revenues increased 24% from $122.6 million for the second quarter of 2000. Revenues from licenses and royalties were 11% lower than the previous quarter due to the timing of recognizing revenues from our various license agreements. Third quarter diluted earnings per share increased to $0.35 per share, compared to $0.33 per share for the second quarter of 2000.
"The third quarter was another excellent quarter for SanDisk with total revenues and operating income again reaching record highs," said Dr. Eli Harari, President and CEO of SanDisk. "New records were achieved in product revenues and number of units and megabytes sold. Total unit sales reached a record 4.7 million, up 57% from 3 million units in the prior quarter and total Flash memory megabytes sold increased sequentially by 41%. We experienced strong sequential growth in unit and megabyte sales for both our CompactFlash and MultiMediaCard product lines. Product gross margins improved to 33%, up from 31% in the previous quarter primarily due to lower manufacturing costs which were partially offset by moderate price declines. Availability of Flash memory from the three fabs at UMC and from our partnership with Toshiba improved significantly in the second half of the quarter.
"Sales growth improved sequentially in North America, Europe and the Far East. OEM sales were robust and we are particularly encouraged by the growing strength in sales through our retail channel.
"In the fourth quarter, we expect favorable market conditions for digital cameras, digital camcorders, smart phones and industrial applications, as well as strong holiday sales of Flash cards to consumers through retail stores. Usage of our products is increasing in a number of rapidly growing consumer and industrial applications, and we are therefore optimistic about continuing growth in our business in Q4 and in 2001."
This news release contains certain forward looking statements including our expectations for future product revenues and bookings, average selling prices, gross margin and profits that are based on current expectations and involve risks and uncertainties that may affect our business, financial condition and results of operations. In addition to the factors discussed above, other risks include: the availability of adequate supply of flash memory wafers from UMC in Taiwan and from other sources; the availability of other critical materials and components; the timely and successful manufacturing ramp up of new product generations and new foundries with acceptable yields and manufacturing costs; increased expenses and fluctuations in operating results related to the startup of wafer production at our FlashVision foundry joint venture; the timely introduction and acceptance of new consumer products that incorporate our flash storage devices; slow growth in the emerging markets for our products including the portable digital music player market; future average selling price erosion due to excess capacity and price competition; the continued successful ramp up of assembly operations in China, Taiwan and the Philippines; seasonality of product sales; success in developing brand name preference and an efficient distribution system for SanDisk`s products in the retail channel; economic conditions and exchange rates in Japan, the Pacific Rim and other geographic regions as they affect SanDisk`s customers; the successful development and launch of our Secure Digital card products; and the other risks detailed from time to time in our Securities and Exchange Commission filings and reports, including, but not limited to, the Form 10-Q for the quarter ended June 30, 2000 and the Annual Report on Form 10-K for the year ended December 31, 1999. Future results may differ materially from those previously reported. We assume no obligation to update the information in this release.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
SanDisk`s third quarter 2000 conference call is scheduled for 2:00 p.m. PDT, Wednesday, October 18th. The phone number is 973/872-3100. SanDisk`s web site / home page address: http:/ / www.sandisk.com
Note to Editors: CompactFlash and CF are trademarks of SanDisk Corporation.
SanDisk Corporation
Condensed Consolidated Statements of Income
(In thousands, except per share data)
Three months ended Nine months ended
September 30, September 30,
2000 1999 2000 1999
Revenues:
Product $ 151,816 $ 57,624 $ 371,638 $ 135,850
License and royalty 19,023 9,910 52,519 28,369
Total revenues 170,839 67,534 424,157 164,219
Cost of sales 101,874 43,897 254,146 101,264
Gross profits 68,965 23,637 170,011 62,955
Operating expenses:
Research and
development 13,018 6,943 32,838 18,162
Sales and marketing 12,505 6,647 34,568 17,575
General and
administrative 7,907 3,091 18,667 8,381
Total operating
expenses 33,430 16,681 86,073 44,118
Operating income 35,535 6,956 83,938 18,837
Interest income 5,855 1,447 17,291 4,280
Gain on investment
in foundry -- -- 344,168 --
Other income
(expense), net (438) 1,306 661 1,542
Income before taxes 40,952 9,709 446,058 24,659
Provision for
income taxes 15,349 3,204 176,916 8,137
Net income $ 25,603 $ 6,505 $ 269,142 $ 16,522
Net income per share
Basic $ 0.38 $ 0.12 $ 4.04 $ 0.31
Diluted $ 0.35 $ 0.11 $ 3.70 $ 0.28
Shares used in
computing net income
per share
Basic 67,142 54,632 66,685 54,018
Diluted 72,638 60,994 72,817 59,550
SanDisk Corporation
Condensed Consolidated Balance Sheets
(In thousands)
ASSETS
September 30, December 31,
Current Assets: 2000 1999
Cash and cash equivalents $ 172,261 $ 146,170
Short-term investments 258,934 311,049
Investment in UMC 166,809 --
Accounts receivable, net 133,561 52,434
Inventories 67,323 35,679
Deferred tax assets -- 17,000
Prepaid expenses and other
current assets 5,985 6,058
Total current assets 804,873 568,390
Property and equipment, net 38,265 31,788
Investment in UMC 197,688 51,208
Investment in joint venture 36,926 --
Deposits and other assets 29,267 6,338
Total Assets $1,107,019 $ 657,724
LIABILITIES AND STOCKHOLDERS` EQUITY
Current Liabilities:
Accounts payable $ 65,120 $ 30,734
Accrued payroll and
related expenses 15,521 8,259
Income taxes payable 18,743 5,843
Other accrued liabilities 21,614 11,378
Deferred tax liability 40,535 --
Deferred revenue 41,877 29,383
Total current liabilities 203,410 85,597
Deferred taxes and
other liabilities 70,176 --
Total liabilities 273,586 85,597
Stockholders` Equity:
Common stock 535,045 524,131
Retained earnings 298,388 47,996
Total stockholders` equity 833,433 572,127
Total Liabilities and
Stockholders` Equity $1,107,019 $ 657,724
nachbörslich von 56,25 auf 59 $.
Hallo Pitu,
wo steht SNDK im Jahre 2005 ?
SNDK ist Marktführer, und hat die zu produzierenden Produkte bereits bis ca. April 2001 ausverkauft. Der Markt für Flash-speicher wächst und wächst.
mal sehen wos langgeht, ich bleibe langfristig investiert.
Mein Kursziel bis Ende 2000 : ca. 100 Euro
Gruß hoy
wo steht SNDK im Jahre 2005 ?
SNDK ist Marktführer, und hat die zu produzierenden Produkte bereits bis ca. April 2001 ausverkauft. Der Markt für Flash-speicher wächst und wächst.
mal sehen wos langgeht, ich bleibe langfristig investiert.
Mein Kursziel bis Ende 2000 : ca. 100 Euro
Gruß hoy
2005? so weit schaue ich noch nicht.
aber bis jahresende sehe ich SNDK bei mindestens 90 $.
hier verläuft allerdings ein massiver widerstand.
gerade vorbörslich übrigens 63 $.
aber bis jahresende sehe ich SNDK bei mindestens 90 $.
hier verläuft allerdings ein massiver widerstand.
gerade vorbörslich übrigens 63 $.
National Semiconductor (NSM) warnt am Montag nach Marktschluss, dass 2Q und 3Q-Umsätze unter den 1Q-Umsätzen liegen werden.
NSM rechnet im 2Q mit einem Ergebnis zwischen 0,69-0,71 Dollar pro Aktie. Schätzungen der Analysten lagen bisher bei 0,76 Dollar.
NSM rechnet im 2Q mit einem Ergebnis zwischen 0,69-0,71 Dollar pro Aktie. Schätzungen der Analysten lagen bisher bei 0,76 Dollar.
Was nützt der ganze fundamentale Kram, wenn der Chart nicht richtig in Schwung kommt? Hab mir zwar eben ein paar Stücke ins Depot gelegt, werde mich aber auch direkt wieder ausstoppen lassen, falls es weiter bergab geht.
SirEmil
SirEmil
SirEMIL,
da hast Du Dir wohl nen schlechten Tag zum Einstieg ausgesucht.
Ich verstehe die Welt nicht mehr,
Was ist blos mit SanDisk los?
Ich kann eigentlich nirgends schlechte News finden. Hat einer von Euch eine Idee?
Hat es etwas mit dem Patentstreit mit Lexar zu tun?
Aber da gab es doch auch noch keine schlechten News!
Gerade aktuell:
SANDISK ISSUES STATEMENT ON LEXAR`S
OCTOBER 24 PRESS RELEASE
SUNNYVALE, CA, Oct. 24, 2000—SanDisk Corporation
(NASDAQ:SNDK) today issued the following statement in response
Lexar Media’s Oct. 23 press release.
SanDisk believes Lexar is engaging in misrepresentation of the
rulings made by Judge Breyer of the U.S. District Court of Northern
California on several motions in the patent infringement lawsuit filed by
SanDisk against Lexar. For example in the order, the judge made the
following findings:
“The CFA (CompactFlash Association) did not have any written
regulations that could be interpreted as requiring SanDisk to disclose its
pending patent application. Accordingly, to the extent Lexar’s claim is
based on the CFA’s written regulations, its claim fails as a matter of
law.”
“No reasonable trier of fact could find that SanDisk violated the
written regulations of the PCMCIA (Personal Computer Memory Card
International Association).”
To properly set the record straight, SanDisk is hereby
reproducing in its entirety the Memorandum and Order issued Oct. 17,
2000 by Judge Breyer.
To view the document in its entirety, click here.
http://www.sandisk.com/pr/SanDisk%20Lexar%20Court%20Ruling.p…
SanDisk Corporation, the world’s largest supplier of flash data
storage products, designs, manufactures and markets industry-standard,
solid-state data, digital imaging and audio storage products using its
patented, high density flash memory and controller technology. SanDisk
is based in Sunnyvale, CA.
The matters discussed in this news release contain forward looking
statements that are subject to certain risks and uncertainties as described
under the caption “Factors That May Affect Future Results” in the
company’s annual report on Form 10-K and quarterly reports on Form
10-Q, filed with the Securities and Exchange Commission. The company
assumes no obligation to update the information in this release.
Gruß,
MarkV
da hast Du Dir wohl nen schlechten Tag zum Einstieg ausgesucht.
Ich verstehe die Welt nicht mehr,
Was ist blos mit SanDisk los?
Ich kann eigentlich nirgends schlechte News finden. Hat einer von Euch eine Idee?
Hat es etwas mit dem Patentstreit mit Lexar zu tun?
Aber da gab es doch auch noch keine schlechten News!
Gerade aktuell:
SANDISK ISSUES STATEMENT ON LEXAR`S
OCTOBER 24 PRESS RELEASE
SUNNYVALE, CA, Oct. 24, 2000—SanDisk Corporation
(NASDAQ:SNDK) today issued the following statement in response
Lexar Media’s Oct. 23 press release.
SanDisk believes Lexar is engaging in misrepresentation of the
rulings made by Judge Breyer of the U.S. District Court of Northern
California on several motions in the patent infringement lawsuit filed by
SanDisk against Lexar. For example in the order, the judge made the
following findings:
“The CFA (CompactFlash Association) did not have any written
regulations that could be interpreted as requiring SanDisk to disclose its
pending patent application. Accordingly, to the extent Lexar’s claim is
based on the CFA’s written regulations, its claim fails as a matter of
law.”
“No reasonable trier of fact could find that SanDisk violated the
written regulations of the PCMCIA (Personal Computer Memory Card
International Association).”
To properly set the record straight, SanDisk is hereby
reproducing in its entirety the Memorandum and Order issued Oct. 17,
2000 by Judge Breyer.
To view the document in its entirety, click here.
http://www.sandisk.com/pr/SanDisk%20Lexar%20Court%20Ruling.p…
SanDisk Corporation, the world’s largest supplier of flash data
storage products, designs, manufactures and markets industry-standard,
solid-state data, digital imaging and audio storage products using its
patented, high density flash memory and controller technology. SanDisk
is based in Sunnyvale, CA.
The matters discussed in this news release contain forward looking
statements that are subject to certain risks and uncertainties as described
under the caption “Factors That May Affect Future Results” in the
company’s annual report on Form 10-K and quarterly reports on Form
10-Q, filed with the Securities and Exchange Commission. The company
assumes no obligation to update the information in this release.
Gruß,
MarkV
hallo
das sieht ganz schlecht aus bei sandisk müssen die 50
halten, sonst droht absturz auf mindestens 40 wahrscheinlich sogar
weiter.
bei silicon storage muss die 20 halten, sollten die jedoch auf 10 abstürzen, bin bereit bei 9,5 welche zu kaufen so 5000 stück
warten wir mal gebannt ab.
gruss dosto
übrigens die 50tage linien gehen gerade durch die 200 tage linie
am juniper-network treads sagte darauf einer was juckt mich das,
dann bekam er die quittung.er meinte bei 8o hälts, aber er hat halt
noch nie dynamik eines bärenmarktes erlebt.
das sieht ganz schlecht aus bei sandisk müssen die 50
halten, sonst droht absturz auf mindestens 40 wahrscheinlich sogar
weiter.
bei silicon storage muss die 20 halten, sollten die jedoch auf 10 abstürzen, bin bereit bei 9,5 welche zu kaufen so 5000 stück
warten wir mal gebannt ab.
gruss dosto
übrigens die 50tage linien gehen gerade durch die 200 tage linie
am juniper-network treads sagte darauf einer was juckt mich das,
dann bekam er die quittung.er meinte bei 8o hälts, aber er hat halt
noch nie dynamik eines bärenmarktes erlebt.
SANDISK: PLAYING A PART IN THE DIGITAL REVOLUTION
by Keets Mehta
Here`s a quick question for you: Have you started thinking about what
items you`re going to be buying this Christmas ? How about a Palm Pilot, a digital camera or an MP3 player? How about all three? The likelihood is that all three of these products will be hot sellers this Christmas.
Here`s another question. Can you name a company that will make money on the sales of all three of these digital devices ? SanDisk (SNDK, $55, up 5) is just such a company. They are the leader in producing compact flash memory cards which are memory chips that store the songs, pictures and data that MP3 players, cameras and Palms use and produce.
Currently they are locked in heated battle with Sony Corp. (SNE, $91, down 4) for this lucrative market. Sony has introduced its own data storage device called a `memory stick`. Much like the battle between VHS and Betamax many years ago, there is a lot at stake in this conflict to emerge as the standard for memory storage in digital devices. SanDisk has the first-mover advantage as many of the early products came with SanDisk compact flash cards. They have also recently formed partnerships with Matsushita and Hitachi (HIT, $113, up 3) to counter the advantage that Sony maintains (as it is one of the world`s largest electronic products manufacturers). SanDisk has also recently announced that they will supply Ericsson (ERICY, $13, up 1) with flashcards, which will allow their cell phones to work as MP3 players.
The compact flashcard has the early lead in becoming the standard by which digital media is stored. We`ve also seen a recent movement toward consolidation of these differing electronic products into a three-in-one device. Palm and Visor users can buy modules that allow their PDA(Personal Data Assistant) to become a digital camera or an MP3 player.
Sony`s memory stick does not currently work with Palms or Visors.
Finally, SanDisk reported 3Q00 earnings last week of $26 million, or $0.35 a share, versus year-ago earnings of $6 million, or $0.11 per share. The results were an astounding $0.07 better than consensus. Total third quarter revenues were $170 million, an increase of 150% from $68 million in 3Q99 due primarily to increased revenues from CompactFlash and MultiMediaCard products and higher license and royalty revenues. Revenues from licenses and royalties were $19 million, up over 90% from $10 million in the comparable period last year.
However, don`t let this company`s low PE of 13 fool you. SanDisk sold
some (but not all) of its holdings in United Microelectronics (UMC, $12) earlier this year, and took a very substantial one-time profit from the sale during the first quarter. The relevant PE to look at for SanDisk is the forward PE, which is calculated using projected earnings for the upcoming twelve-month period. Based on consensus estimates for a $1.46 profit next year, the company is trading at a forward PE of 38. SanDisk is expected to grow its earnings at a 37% clip over the next five years, so their PEG (PE divided by growth rate) multiple is about 1, which looks to be a good value to us.
SanDisk is not without risk, but we feel that the stock could deliver
significant returns in the coming year, so we wanted to make you aware of it. You should be prepared for significant volatility as the YTD high is $170 and the YTD low is just under $19. 68% in held by institutions and they have no long term debt.
by Keets Mehta
Here`s a quick question for you: Have you started thinking about what
items you`re going to be buying this Christmas ? How about a Palm Pilot, a digital camera or an MP3 player? How about all three? The likelihood is that all three of these products will be hot sellers this Christmas.
Here`s another question. Can you name a company that will make money on the sales of all three of these digital devices ? SanDisk (SNDK, $55, up 5) is just such a company. They are the leader in producing compact flash memory cards which are memory chips that store the songs, pictures and data that MP3 players, cameras and Palms use and produce.
Currently they are locked in heated battle with Sony Corp. (SNE, $91, down 4) for this lucrative market. Sony has introduced its own data storage device called a `memory stick`. Much like the battle between VHS and Betamax many years ago, there is a lot at stake in this conflict to emerge as the standard for memory storage in digital devices. SanDisk has the first-mover advantage as many of the early products came with SanDisk compact flash cards. They have also recently formed partnerships with Matsushita and Hitachi (HIT, $113, up 3) to counter the advantage that Sony maintains (as it is one of the world`s largest electronic products manufacturers). SanDisk has also recently announced that they will supply Ericsson (ERICY, $13, up 1) with flashcards, which will allow their cell phones to work as MP3 players.
The compact flashcard has the early lead in becoming the standard by which digital media is stored. We`ve also seen a recent movement toward consolidation of these differing electronic products into a three-in-one device. Palm and Visor users can buy modules that allow their PDA(Personal Data Assistant) to become a digital camera or an MP3 player.
Sony`s memory stick does not currently work with Palms or Visors.
Finally, SanDisk reported 3Q00 earnings last week of $26 million, or $0.35 a share, versus year-ago earnings of $6 million, or $0.11 per share. The results were an astounding $0.07 better than consensus. Total third quarter revenues were $170 million, an increase of 150% from $68 million in 3Q99 due primarily to increased revenues from CompactFlash and MultiMediaCard products and higher license and royalty revenues. Revenues from licenses and royalties were $19 million, up over 90% from $10 million in the comparable period last year.
However, don`t let this company`s low PE of 13 fool you. SanDisk sold
some (but not all) of its holdings in United Microelectronics (UMC, $12) earlier this year, and took a very substantial one-time profit from the sale during the first quarter. The relevant PE to look at for SanDisk is the forward PE, which is calculated using projected earnings for the upcoming twelve-month period. Based on consensus estimates for a $1.46 profit next year, the company is trading at a forward PE of 38. SanDisk is expected to grow its earnings at a 37% clip over the next five years, so their PEG (PE divided by growth rate) multiple is about 1, which looks to be a good value to us.
SanDisk is not without risk, but we feel that the stock could deliver
significant returns in the coming year, so we wanted to make you aware of it. You should be prepared for significant volatility as the YTD high is $170 and the YTD low is just under $19. 68% in held by institutions and they have no long term debt.
SanDisk Makes Strategic Investment in Divio Inc., a Leading Provider of Digital Video Imaging and Compression Solutions
SUNNYVALE, Calif.--(BUSINESS WIRE)--Nov. 2, 2000--SanDisk Corporation (Nasdaq:SNDK) announced today that it has made a strategic investment in Divio, Inc., a privately-held manufacturer of digital imaging compression technology and products. SanDisk`s investment in Divio solidifies a partnership between the two companies that focuses on the definition and development of flash memory-based products that will be used in a wide range of consumer video applications. Under terms of the agreement, SanDisk has invested $7.2 million in Divio for an approximate 10% stake in the company and a seat on its board of directors.
Divio currently designs and sells custom ASICs and related software to major OEMs that produce digital still cameras, PC cameras and digital video solutions. Divio has also developed unique MPEG-4 compression technologies aimed at emerging consumer video markets.
Eli Harari, president and CEO of SanDisk said, "We are very pleased with our strategic partnership with Divio. Their talented engineering team has the skills to produce advanced video compression solutions and is highly focused on the digital video consumer markets that are projected to grow rapidly in the post-PC era. We expect the combination of Divio`s know-how in MPEG 4 compression and SanDisk`s expertise in advanced flash memory to allow us to achieve highly desirable cost-effective flash storage of digital video. This will greatly stimulate demand for digital consumer video (movie) products in the next few years, much like MPEG 1 compression is doing today for the new digital MP3 audio (music) markets."
Johnny Wang, president and CEO of Divio said, "Divio and SanDisk are enabling manufacturers to create the next generation of advanced digital video products for consumers. Our proven reference designs, large body of intellectual property and key relationships with some of the biggest consumer electronics manufacturers in the world gives us a unique position in the market and allows us to create and define compelling new video applications for the masses."
Wes Brewer, director of strategic marketing for SanDisk, said, "We believe that forging alliances with companies that own core video compression technology and related engineering resources will be critical in developing advanced flash storage products that are optimized for tomorrow`s consumer digital video markets. Market researcher International Data Corporation has projected that the markets for digital video products will exceed $10 billion by 2004, up from about $4 billion this year. We look forward to working with Divio to develop unique solutions that will fuel future consumer demand for our products."
Isaac van Kempen, vice president of marketing at Divio Inc. said, "Together, Divio and SanDisk will enable manufacturers to bring high-quality, real-time digital imaging and video to a greater audience. We will be leveraging our significant portfolio of IP and know-how in developing next-generation video products that were not economically and technically feasible only a few years ago."
About Divio, Inc.
Divio, headquartered in Sunnyvale, Calif., has been a leader in digital video and imaging technology development since its founding in 1995. Divio`s mission is to offer OEMs a complete system solution for each Divio product, allowing them to enhance design, minimize resources and improve overall productivity.
Pioneering the development of innovative silicon-based compression products, Divio develops, markets and manufactures an innovative family of chip-based solutions that enables the real-time input, capture, manipulation and exchange of digital video data for PC and consumer applications. The company`s products power emerging applications in digital video recording, video publishing, broadcast, digital imaging and video communications.
In addition to Divio`s pending patents filed in algorithm, architecture, and implementation for digital video (DV) and Motion JPEG (MJPEG) compression and decompression schemes, the company has also filed patents for breakthroughs in missing pixel interpolation, image processing, constant bit-rate control and efficient video decoding for PC (eyeball) camera applications.
More information about Divio`s complete range of products and services can be accessed on the World Wide Web at http://www.divio.com. Inquiries can be directed to Divio at 408/732-1205 or via e-mail at sales@divio.com.
SUNNYVALE, Calif.--(BUSINESS WIRE)--Nov. 2, 2000--SanDisk Corporation (Nasdaq:SNDK) announced today that it has made a strategic investment in Divio, Inc., a privately-held manufacturer of digital imaging compression technology and products. SanDisk`s investment in Divio solidifies a partnership between the two companies that focuses on the definition and development of flash memory-based products that will be used in a wide range of consumer video applications. Under terms of the agreement, SanDisk has invested $7.2 million in Divio for an approximate 10% stake in the company and a seat on its board of directors.
Divio currently designs and sells custom ASICs and related software to major OEMs that produce digital still cameras, PC cameras and digital video solutions. Divio has also developed unique MPEG-4 compression technologies aimed at emerging consumer video markets.
Eli Harari, president and CEO of SanDisk said, "We are very pleased with our strategic partnership with Divio. Their talented engineering team has the skills to produce advanced video compression solutions and is highly focused on the digital video consumer markets that are projected to grow rapidly in the post-PC era. We expect the combination of Divio`s know-how in MPEG 4 compression and SanDisk`s expertise in advanced flash memory to allow us to achieve highly desirable cost-effective flash storage of digital video. This will greatly stimulate demand for digital consumer video (movie) products in the next few years, much like MPEG 1 compression is doing today for the new digital MP3 audio (music) markets."
Johnny Wang, president and CEO of Divio said, "Divio and SanDisk are enabling manufacturers to create the next generation of advanced digital video products for consumers. Our proven reference designs, large body of intellectual property and key relationships with some of the biggest consumer electronics manufacturers in the world gives us a unique position in the market and allows us to create and define compelling new video applications for the masses."
Wes Brewer, director of strategic marketing for SanDisk, said, "We believe that forging alliances with companies that own core video compression technology and related engineering resources will be critical in developing advanced flash storage products that are optimized for tomorrow`s consumer digital video markets. Market researcher International Data Corporation has projected that the markets for digital video products will exceed $10 billion by 2004, up from about $4 billion this year. We look forward to working with Divio to develop unique solutions that will fuel future consumer demand for our products."
Isaac van Kempen, vice president of marketing at Divio Inc. said, "Together, Divio and SanDisk will enable manufacturers to bring high-quality, real-time digital imaging and video to a greater audience. We will be leveraging our significant portfolio of IP and know-how in developing next-generation video products that were not economically and technically feasible only a few years ago."
About Divio, Inc.
Divio, headquartered in Sunnyvale, Calif., has been a leader in digital video and imaging technology development since its founding in 1995. Divio`s mission is to offer OEMs a complete system solution for each Divio product, allowing them to enhance design, minimize resources and improve overall productivity.
Pioneering the development of innovative silicon-based compression products, Divio develops, markets and manufactures an innovative family of chip-based solutions that enables the real-time input, capture, manipulation and exchange of digital video data for PC and consumer applications. The company`s products power emerging applications in digital video recording, video publishing, broadcast, digital imaging and video communications.
In addition to Divio`s pending patents filed in algorithm, architecture, and implementation for digital video (DV) and Motion JPEG (MJPEG) compression and decompression schemes, the company has also filed patents for breakthroughs in missing pixel interpolation, image processing, constant bit-rate control and efficient video decoding for PC (eyeball) camera applications.
More information about Divio`s complete range of products and services can be accessed on the World Wide Web at http://www.divio.com. Inquiries can be directed to Divio at 408/732-1205 or via e-mail at sales@divio.com.
SanDisk Wins Popular Science Magazine`s Annual Award for Its Personal Tag -- the World`s First Wearable Solid-State Data Storage Card
SUNNYVALE, Calif.--(BUSINESS WIRE)--Nov. 9, 2000--
SanDisk P-Tag Card Is Targeted To The Military and General Health Care Markets For The Capture And Storage Of Medical Records
SanDisk Corporation (Nasdaq:SNDK), today announced it has received the annual "Best of What`s New" award from Popular Science Magazine for the Personal Tag (P-Tag), the world`s first wearable memory card that can be used to store critical data such as medical records and other personal information. Announcement of the award will be made in the December 2000 issue of Popular Science, a leading science and technology magazine.
The P-Tag is a matchbook size, solid-state (no moving parts) flash memory card that can electronically store vast amounts of medical records and identification information. Weighing only two grams, the rugged cards represent an exciting new market for SanDisk with immense potential in the storage of personal information. This broad market includes military agencies, government departments, insurance and health care companies worldwide. SanDisk is also targeting the future use of the card in hospitals, HMOs, university medical centers, clinics, nursing homes, insurance companies and numerous other entities involved in the health care field.
"We are honored to be the recipient of such a prestigious award and are proud to be recognized for our pioneering work in the solid-state storage industry," said Eli Harari, SanDisk president and CEO. "Our flash memory technology has enabled a new generation of innovative products such as the P-Tag that has the potential to greatly improve and even save people`s lives."
Throughout the year, Popular Science reviews thousands of new products and innovations and features a select few in its monthly "What`s New" department. A total of 100 winners in ten categories, make it into the coveted Best of What`s New issue. Popular Science found the SanDisk Personal Tag to represent a significant step forward in its category this year and more importantly, to potentially save the life of its wearer.
The P-Tag stores pertinent electronic medical data about the person who carries it. It, in effect, stores an abridged, updateable, secure database of the individual`s electronic medical record. The card can serve as the primary medical data source about the individual in settings where computer network connectivity to larger databases is not available or convenient to access, offering health care providers with immediate access to the patient`s most important clinical data whether they are in the field or in a hospital.
As a person gets transferred to another state, country or is simply referred to another physician (in or out of network) the new physician can quickly view the patient`s complete medical record at a glance by inserting the P-Tag into a low-cost reader for the notebook or desktop computer. The patient`s medical and identification data, such as allergies, blood type and medication history, can be quickly obtained. New information about treatments or vaccinations given can be easily added electronically to the personal database stored on the card.
SUNNYVALE, Calif.--(BUSINESS WIRE)--Nov. 9, 2000--
SanDisk P-Tag Card Is Targeted To The Military and General Health Care Markets For The Capture And Storage Of Medical Records
SanDisk Corporation (Nasdaq:SNDK), today announced it has received the annual "Best of What`s New" award from Popular Science Magazine for the Personal Tag (P-Tag), the world`s first wearable memory card that can be used to store critical data such as medical records and other personal information. Announcement of the award will be made in the December 2000 issue of Popular Science, a leading science and technology magazine.
The P-Tag is a matchbook size, solid-state (no moving parts) flash memory card that can electronically store vast amounts of medical records and identification information. Weighing only two grams, the rugged cards represent an exciting new market for SanDisk with immense potential in the storage of personal information. This broad market includes military agencies, government departments, insurance and health care companies worldwide. SanDisk is also targeting the future use of the card in hospitals, HMOs, university medical centers, clinics, nursing homes, insurance companies and numerous other entities involved in the health care field.
"We are honored to be the recipient of such a prestigious award and are proud to be recognized for our pioneering work in the solid-state storage industry," said Eli Harari, SanDisk president and CEO. "Our flash memory technology has enabled a new generation of innovative products such as the P-Tag that has the potential to greatly improve and even save people`s lives."
Throughout the year, Popular Science reviews thousands of new products and innovations and features a select few in its monthly "What`s New" department. A total of 100 winners in ten categories, make it into the coveted Best of What`s New issue. Popular Science found the SanDisk Personal Tag to represent a significant step forward in its category this year and more importantly, to potentially save the life of its wearer.
The P-Tag stores pertinent electronic medical data about the person who carries it. It, in effect, stores an abridged, updateable, secure database of the individual`s electronic medical record. The card can serve as the primary medical data source about the individual in settings where computer network connectivity to larger databases is not available or convenient to access, offering health care providers with immediate access to the patient`s most important clinical data whether they are in the field or in a hospital.
As a person gets transferred to another state, country or is simply referred to another physician (in or out of network) the new physician can quickly view the patient`s complete medical record at a glance by inserting the P-Tag into a low-cost reader for the notebook or desktop computer. The patient`s medical and identification data, such as allergies, blood type and medication history, can be quickly obtained. New information about treatments or vaccinations given can be easily added electronically to the personal database stored on the card.
Sandisk Introduces TriFlash, a High Capacity Small-Size Embedded Flash Memory Device; Initial ``Megamarkets`` For TriFlash Internet Music Players And Cell Phones
LAS VEGAS--(BUSINESS WIRE)--Nov. 13, 2000--SanDisk Corporation (NASDAQ:SNDK) today introduced TriFlash, a high capacity, small-size embedded flash memory device. TriFlash initially will be targeted at two rapidly growing "killer applications" - Internet music players and cell phones. It will also be marketed to manufacturers of handheld computers, pagers, handheld GPS devices, digital cameras, digital set-top boxes and other consumer products. The announcement was made at the COMDEX trade show where SanDisk is conducting meetings with product manufacturers and retailers.
Nelson Chan, SanDisk`s senior vice president of worldwide sales and marketing, said, "TriFlash is a breakthrough product that will allow SanDisk to get into new, fast-growing, high-profile markets that require embedded flash storage. SanDisk has long been recognized as the market leader in removable flash memory cards, such as our popular MultiMediaCard and CompactFlash(TM) (CF(TM)), but has not participated in the much larger market for embedded flash memory chips. We expect to change that with TriFlash."
Chan explained that "SanDisk has carefully studied the future market opportunities for flash storage and is leveraging its strength and expertise in the removable flash card market with this new TriFlash product. TriFlash will allow consumer electronics` manufacturers to get their products to market faster and at lower cost. Our new embedded flash has a simple three-pin serial interface and can accommodate - in the same footprint -- all existing and future generations of flash memory."
The "Tri" represents the three unique innovations incorporated into TriFlash; Simple, Seamless and Scalable. The simple, high performance serial interface follows the three input/output (I/O) pins of the SPI or MMC industry standards. Coupled with the built-in controller for performing transparently all flash memory management operations, TriFlash is easy and simple to design into virtually any microprocessor/microcontroller platform. The architecture of TriFlash allows the seamless integration of embedded flash with removable MultiMediaCards or Secure Digital Cards for incremental storage. The scalability of TriFlash allows all storage capacities from the lowest to the highest to fit into the same, small footprint plastic package. This feature is extendable to future, higher density generations of flash memory.
TriFlash will be initially available in 128, 256 and 512 Megabit (Mbit) capacities, which translates into 16, 32 and 64 Megabytes (MB) of storage. TriFlash, which will be sold in a TFBGA (thin, fine-pitch ball grid array) package, is 17 by 12 millimeters (mm) in size and 1.2mm thick. Product sampling will start in December and January with production scheduled for the first half of 2001. Pricing, in 1000 unit quantities, is expected to be: 16MB, $35; 32MB, $60; 64MB, $110.
Chan added that "we expect most MP3 players, cell phones, handheld computers and other popular mobile systems will have a slot for either a MultiMediaCard or a Secure Digital card. The least expensive and quickest way to add, for example, the MP3 feature to these products will be to include a TriFlash chip on the same bus used for the removable cards."
Other firms competing in the small-size embedded flash market sell raw flash chips that require external management because they do not include an on-board controller. Most of those products are architecturally different from TriFlash, are based on linear flash and are designed for "read often, write seldom" usage. TriFlash is optimized for high performance of both reads and writes, combined with low power consumption across all operations. The TriFlash controller saves on host system CPU and RAM buffering, ensures high reliability and provides a complete disk-like file management structure.
TriFlash is ideal for storing audio, video, data and images on small portable systems such as cell phones and MP3 players. Already manufacturers of cell phones, handheld computers and Internet music players are adding new features to these products which will require high capacity storage. Cell phones, for example, have started to offer MP3 capability and handheld computers are offering music player features.
TriFlash could be used in mobile phones in various ways. If a music playback feature was added to a cell phone, about 30 to 60 minutes of music could be stored on a 32MB TriFlash device using compression technology. An entire company directory, the phone book of a major city or personal E-mail could be loaded on to a TriFlash device.
The growing market for Internet appliances will provide another market for TriFlash. Storage requirements for such home appliances are growing as consumers start collecting family recipes, maps, financial data, vehicle history and other information on the devices.
TriFlash will give product manufacturers the option of either using TriFlash and/or removable flash memory cards in their consumer electronics products. The cost of having embedded memory in a product, rather than bundling it with removable memory cards, will be lower as there are costs in building a card. It is expected that some manufacturers will include both TriFlash and slots for flash memory cards in their consumer electronics products to increase storage capacity.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
LAS VEGAS--(BUSINESS WIRE)--Nov. 13, 2000--SanDisk Corporation (NASDAQ:SNDK) today introduced TriFlash, a high capacity, small-size embedded flash memory device. TriFlash initially will be targeted at two rapidly growing "killer applications" - Internet music players and cell phones. It will also be marketed to manufacturers of handheld computers, pagers, handheld GPS devices, digital cameras, digital set-top boxes and other consumer products. The announcement was made at the COMDEX trade show where SanDisk is conducting meetings with product manufacturers and retailers.
Nelson Chan, SanDisk`s senior vice president of worldwide sales and marketing, said, "TriFlash is a breakthrough product that will allow SanDisk to get into new, fast-growing, high-profile markets that require embedded flash storage. SanDisk has long been recognized as the market leader in removable flash memory cards, such as our popular MultiMediaCard and CompactFlash(TM) (CF(TM)), but has not participated in the much larger market for embedded flash memory chips. We expect to change that with TriFlash."
Chan explained that "SanDisk has carefully studied the future market opportunities for flash storage and is leveraging its strength and expertise in the removable flash card market with this new TriFlash product. TriFlash will allow consumer electronics` manufacturers to get their products to market faster and at lower cost. Our new embedded flash has a simple three-pin serial interface and can accommodate - in the same footprint -- all existing and future generations of flash memory."
The "Tri" represents the three unique innovations incorporated into TriFlash; Simple, Seamless and Scalable. The simple, high performance serial interface follows the three input/output (I/O) pins of the SPI or MMC industry standards. Coupled with the built-in controller for performing transparently all flash memory management operations, TriFlash is easy and simple to design into virtually any microprocessor/microcontroller platform. The architecture of TriFlash allows the seamless integration of embedded flash with removable MultiMediaCards or Secure Digital Cards for incremental storage. The scalability of TriFlash allows all storage capacities from the lowest to the highest to fit into the same, small footprint plastic package. This feature is extendable to future, higher density generations of flash memory.
TriFlash will be initially available in 128, 256 and 512 Megabit (Mbit) capacities, which translates into 16, 32 and 64 Megabytes (MB) of storage. TriFlash, which will be sold in a TFBGA (thin, fine-pitch ball grid array) package, is 17 by 12 millimeters (mm) in size and 1.2mm thick. Product sampling will start in December and January with production scheduled for the first half of 2001. Pricing, in 1000 unit quantities, is expected to be: 16MB, $35; 32MB, $60; 64MB, $110.
Chan added that "we expect most MP3 players, cell phones, handheld computers and other popular mobile systems will have a slot for either a MultiMediaCard or a Secure Digital card. The least expensive and quickest way to add, for example, the MP3 feature to these products will be to include a TriFlash chip on the same bus used for the removable cards."
Other firms competing in the small-size embedded flash market sell raw flash chips that require external management because they do not include an on-board controller. Most of those products are architecturally different from TriFlash, are based on linear flash and are designed for "read often, write seldom" usage. TriFlash is optimized for high performance of both reads and writes, combined with low power consumption across all operations. The TriFlash controller saves on host system CPU and RAM buffering, ensures high reliability and provides a complete disk-like file management structure.
TriFlash is ideal for storing audio, video, data and images on small portable systems such as cell phones and MP3 players. Already manufacturers of cell phones, handheld computers and Internet music players are adding new features to these products which will require high capacity storage. Cell phones, for example, have started to offer MP3 capability and handheld computers are offering music player features.
TriFlash could be used in mobile phones in various ways. If a music playback feature was added to a cell phone, about 30 to 60 minutes of music could be stored on a 32MB TriFlash device using compression technology. An entire company directory, the phone book of a major city or personal E-mail could be loaded on to a TriFlash device.
The growing market for Internet appliances will provide another market for TriFlash. Storage requirements for such home appliances are growing as consumers start collecting family recipes, maps, financial data, vehicle history and other information on the devices.
TriFlash will give product manufacturers the option of either using TriFlash and/or removable flash memory cards in their consumer electronics products. The cost of having embedded memory in a product, rather than bundling it with removable memory cards, will be lower as there are costs in building a card. It is expected that some manufacturers will include both TriFlash and slots for flash memory cards in their consumer electronics products to increase storage capacity.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
die suntrader haben neue news..unglaublich wenn das stimmt dann muss sndk in den nächsten monaten durch die decke gehn.. alle handphones anbieter müssen dann ihre produkte wählen.. schauts euch ran bei www.suntrade.de
meinst du folgendes?
Japan M`shita says cell phone holds 4,000 e-mails
TOKYO, Nov 14 (Reuters) - Japan`s Matsushita Electric Industrial plans to start selling mobile phones next month that can access the
Internet and store up to 4,000 e-mail messages, it said on Tuesday.
Matsushita <6752.T>, the world`s largest consumer electronics maker with brands including Panasonic and Technics, said the phone
will be capable of using 64 megabyte Secure Digital (SD) memory cards.
The postage stamp-sized cards, developed by Matsushita, Japanese electronics maker Toshiba Corp <6502.T> and U.S.-based
SanDisk Corp <SNDK.O>, have the capacity to store four hours of recorded voice messages, Matsushita said in a statement.
Competition in the domestic memory card market has been fuelled by arch-rival Sony Corp`s <6758.T> two-year-old Memory Stick
(MS), a device the size of a stick of chewing gum.
Matsushita`s new mobile phone is designed specifically for the DDI Pocket mobile phone service operated by DDI Corp <9433.T>,
better known as KDDI.
Industry data shows the number of DDI subscribers stood at 3.27 million at the end of October.
The news came after the Tokyo stock market closed. Matsushita fell 2.47 percent to close at 2,965 yen.
((Tokyo Equities Desk +81-3 5473 3714 tokyo.newsroom@reuters.com))
REUTERS
Japan M`shita says cell phone holds 4,000 e-mails
TOKYO, Nov 14 (Reuters) - Japan`s Matsushita Electric Industrial plans to start selling mobile phones next month that can access the
Internet and store up to 4,000 e-mail messages, it said on Tuesday.
Matsushita <6752.T>, the world`s largest consumer electronics maker with brands including Panasonic and Technics, said the phone
will be capable of using 64 megabyte Secure Digital (SD) memory cards.
The postage stamp-sized cards, developed by Matsushita, Japanese electronics maker Toshiba Corp <6502.T> and U.S.-based
SanDisk Corp <SNDK.O>, have the capacity to store four hours of recorded voice messages, Matsushita said in a statement.
Competition in the domestic memory card market has been fuelled by arch-rival Sony Corp`s <6758.T> two-year-old Memory Stick
(MS), a device the size of a stick of chewing gum.
Matsushita`s new mobile phone is designed specifically for the DDI Pocket mobile phone service operated by DDI Corp <9433.T>,
better known as KDDI.
Industry data shows the number of DDI subscribers stood at 3.27 million at the end of October.
The news came after the Tokyo stock market closed. Matsushita fell 2.47 percent to close at 2,965 yen.
((Tokyo Equities Desk +81-3 5473 3714 tokyo.newsroom@reuters.com))
REUTERS
Streit beigelegt:
SanDisk, Lexar settle patent suits
SUNNYVALE, Calif., Nov 15 (Reuters) - Flash memory storage chip maker SanDisk Corp. <SNDK.O> said on Wednesday it and Lexar Media Inc. <LEXR.O> had settled their patent-infringement suits.
In a statement, SanDisk said it and Lexar, a maker of digital film, had reached a settlement for suits in U.S. District Courts for northern California and Delaware.
SanDisk had sued Lexar in March 1998, alleging that Lexar`s CompactFlash and PC Card products infringed a SanDisk patent. In the settlement, Lexar said SanDisk`s patent was valid. It will pay SanDisk $8 million for royalties through March 31, 2001, and enter a royalty-bearing license agreement with SanDisk after that.
Lexar sued SanDisk in September, alleging that SanDisk`s SmartMedia products infringed one of its patents. SanDisk will pay Lexar $2 million for a paid-up license to use the patent.
Lexar also has given SanDisk an option for a royalty-bearing license on its patents for use in future products. Lexar shares were up $29/32 at $6-5/32 and SanDisk stock rose $1 to $57-9/16.
((-- New York newsdesk, (212) 859-1700))
REUTERS
SanDisk, Lexar settle patent suits
SUNNYVALE, Calif., Nov 15 (Reuters) - Flash memory storage chip maker SanDisk Corp. <SNDK.O> said on Wednesday it and Lexar Media Inc. <LEXR.O> had settled their patent-infringement suits.
In a statement, SanDisk said it and Lexar, a maker of digital film, had reached a settlement for suits in U.S. District Courts for northern California and Delaware.
SanDisk had sued Lexar in March 1998, alleging that Lexar`s CompactFlash and PC Card products infringed a SanDisk patent. In the settlement, Lexar said SanDisk`s patent was valid. It will pay SanDisk $8 million for royalties through March 31, 2001, and enter a royalty-bearing license agreement with SanDisk after that.
Lexar sued SanDisk in September, alleging that SanDisk`s SmartMedia products infringed one of its patents. SanDisk will pay Lexar $2 million for a paid-up license to use the patent.
Lexar also has given SanDisk an option for a royalty-bearing license on its patents for use in future products. Lexar shares were up $29/32 at $6-5/32 and SanDisk stock rose $1 to $57-9/16.
((-- New York newsdesk, (212) 859-1700))
REUTERS
Altera senkt Umsatz-Prognose für Q4: Umsatz jetzt bei 395 Mio USD
SAN JOSE (dpa-AFX) - Die Altera Corp hat aufgrund niedriger als erwarteter Verkäufe im November die Umsatzprognose für das vierte Quartal gesenkt. Für die letzten drei Monate des Geschäftsjahres sieht die Gruppe einen Umsatz in Höhe von 395 Mio. USD, dies wäre genauso viel wie im vergangenen Quartal. In den ersten Quartalen hätten sich die Kunden stark eingedeckt, sie zögen sich jetzt zurück, erklärte der Chief Financial Officer Nathan Sarkisian. Sorgen bereite ihm auch der Abbau von Lagerbeständen bei den Vertrags-Herstellern./fl/fa
altera nachbörslich 25 % runter, sandisk 7 %.
SAN JOSE (dpa-AFX) - Die Altera Corp hat aufgrund niedriger als erwarteter Verkäufe im November die Umsatzprognose für das vierte Quartal gesenkt. Für die letzten drei Monate des Geschäftsjahres sieht die Gruppe einen Umsatz in Höhe von 395 Mio. USD, dies wäre genauso viel wie im vergangenen Quartal. In den ersten Quartalen hätten sich die Kunden stark eingedeckt, sie zögen sich jetzt zurück, erklärte der Chief Financial Officer Nathan Sarkisian. Sorgen bereite ihm auch der Abbau von Lagerbeständen bei den Vertrags-Herstellern./fl/fa
altera nachbörslich 25 % runter, sandisk 7 %.
SNDK nach zuletzt herben verlusten aktuell wieder über 40 $.
UBS Warburg Initiates Coverage of SanDisk
SUNNYVALE, Calif.--(BUSINESS WIRE)--Dec. 4, 2000--SanDisk Corporation (NASDAQ:SNDK) announced today that UBS Warburg has initiated coverage of SanDisk. UBS Warburg coverage will be managed by Benjamin Reitzes, executive director in the technology group at UBS Warburg Equity Research.
SUNNYVALE, Calif.--(BUSINESS WIRE)--Dec. 4, 2000--SanDisk Corporation (NASDAQ:SNDK) announced today that UBS Warburg has initiated coverage of SanDisk. UBS Warburg coverage will be managed by Benjamin Reitzes, executive director in the technology group at UBS Warburg Equity Research.
Mal wieder was technisches, interessant ist vor allem der 2. Teil
Kinofilm auf einer Glas-CD-Rom
Speicher: Glas-CDs mit einer Vielzahl von Speicherschichten
VDI nachrichten, 1.12.2000
Constellation 3D, bisher eher Insidern bekannt, hat eine neue Speichertechnik vorgestellt. Auf ein
CD-ähnliches Medium passen in Zukunft mehr als 140 GByte.
John Ellis ist des Lobes voll - die DVD-Technologie sei ein langfristig erfolgreiches Format. Gleichzeitig hält
der President of Marketing von Constellation 3D (C3D), den vermeintlichen Nachfolger in den Händen. Aus
heutiger Sicht werde es in Zukunft keine Speichersorgen mehr geben. In ein paar Jahren nämlich biete das
US-Unternehmen auf einer transparenten Disk den Daten Platz für bis zu 140 GByte.
Im Formfaktor unterscheidet sich die so genannte Fluorescent Multilayer Disc (FMD) nicht von einer
herkömmlichen CD. Das Speicherverfahren basiert auf einem photochemischen Prozess, der auch den Einsatz
von mehreren Layern erlaubt. Die erste Gerätegeneration verwendet - wie in CD- und DVD-Roms - einen roten
Laser. "Dadurch können wir eine hundertprozentige Lesekompatibilität gewährleisten", erklärt Ellis.
"Momentan können wir Medien mit maximal 20 Layern herstellen", erläutert Vladimir Schwartz, Chief
Technology Officer von Constellation 3D. Das Unternehmen entwickle zwar an Produkten mit 100 und mehr
Layern, derzeit scheitere die Umsetzung vor allem noch an den aktuellen Produktionsmöglichkeiten. Sobald
blaue Laser die Marktreife erlangen, sollen sich Kapazitäten bis in den TByte-Bereich realisieren lassen.
IDC-Marktforscher Wolfgang Schlichting räumt der FMD durchaus Chancen ein. "Die Multilayertechnik wird
in Zukunft eine Schlüsselrolle einnehmen." Nur so könnten höhere Speicherkapazitäten erreicht werden, als es
beispielsweise mit magnetooptischen oder magnetischen Laufwerken möglich sei.
"Für die meisten Computeranwender ist eine Disk mit 25 GByte in den nächsten zwei bis vier Jahren
ausreichend", glaubt Dr. Eugene Levich, President und CEO von Constellation 3D. Die FMD-Technologie
werde einen Migrationspfad für vorhandene optische Medien und Laufwerke bieten.
Den Markteintritt plant das Unternehmen im professionellen Bereich. "So wird zum Beispiel die
Digitaltechnologie in den kommenden Jahren Einzug in die Kinos halten", erklärt Ellis. Dies soll die Bildqualität
verbessern und die Filme vor Verschleiß bewahren. Bisher projizieren weltweit erst 30 Lichtspielhäuser ihre
Filme digital auf die Leinwand. "Mit heutigen Mitteln ist es nicht möglich, einen Film auf einem einzigen
Wechselmedium abzuspeichern", konstatiert Ellis.
Als Eintrittskarte in den Consumer-Markt sollen sich HDTV-Player (High Definition TV) erweisen. In den USA
ist es bereits beschlossene Sache, dass alle Fernsehsender bis 2006 auf das HDTV-Format umstellen müssen.
IDC bescheinigt der USA für das Jahr 2004 ein Marktpotential von 6 Mio. HDTV-Geräten. "Eine
Zwei-Schichten-DVD-9 kann lediglich 15 Minuten im echten HDTV-1080i-Format speichern", erklärt Ellis.
Die Amerikaner planen aber nicht nur die DVD zu beerben, sondern gleichzeitig auch alle bisher bekannten
Flash-Speicher. Um die Anforderungen des boomenden Marktes mobiler Geräte zu erfüllen, wie zum Beispiel
Digitalkameras, E-Books, PDAs und GPS-Systemen, komprimiert Constellation 3D die FMD-Technologie auf
die Größe einer Visitenkarte. Die Daten werden mit einer CCD-Kamera quasi abfotografiert und über einen
Imaging-Prozess ausgelesen. "Die Clearcard kostet in der Fertigung weniger als 1 Dollar und speichert 5
GByte/Seite", unterstreicht Ellis.
IDC sieht in diesem Bereich jedenfalls akuten Handlungsbedarf. Derzeit koste ein Speichermedium mit 64
MByte noch weit über 100 Dollar. "Professionelle Studiofotografen und digitale Camcorder könnten für die
FMC (Fluorescent Multilayer Card) der Markteintritt sein", glaubt Schlichting. Der Absatz von Digitalkameras
wachse weltweit jährlich um 45 %. Dieses Jahr rechnet IDC mit 150 Mio. verkauften PCs, Notebooks und
Handheld-Computern. In vier Jahren sollen weltweit mehr als 250 Mio. Geräte einen neuen Besitzer finden.
Constellation 3D will die Technologie über ein Lizenzmodell vertreiben. "Analysten prognostizieren, dass der
Markt für FMD und FMD-Laufwerke sich im Bereich von Hunderten von Mio. Dollar und für Disks und
Karten im Milliarden-Bereich bewegen wird", erklärt Ellis. Bisher konnte seine Firma Allianzen mit Ricoh, Zeon
Chemicals und Steag Hamatech schließen. Vom direkten Erfolg des Unternehmens profitiert auch die deutsche
Wirtschaft. Geplant ist der Bau einer Fertigung sowie eines Forschungs- und Entwicklungszentrums in
Thüringen und der Stadt Altenburg. KARL FRÖHLICH
Speichertechnologie
FMD: Fluorescent Multilayer Disk
Die Fluorescent Multilayer Disk (FMD) basiert auf einem bereits 1994 von Dr. Joseph Malkin untersuchten,
photochemischen Verfahren zur Herstellung eines neuen Speichermediums. Der Einsatz des
Fluoreszenz-Prinzips soll eine dreidimensionale Datenspeicherung ermöglichen. Dazu werden Vertiefungen auf
einem dünnen Substrat mit einem fluoreszierenden Farbstoff-Polymer gefüllt. Erregt ein roter Laser den
Polymer, strahlt dieser ein schwaches Fluoreszenzlicht aus. Unterschiedliche Wellenlängen ermöglichen es
dem Laser unter anderem, zwischen mehreren Layern zu unterscheiden. Ein spezielles Filtersystem unterdrückt
die Reflexionen des Laserstrahls und interpretiert das fluoreszierende Licht als verwertbares Datenmaterial. kfr
MarkV
Kinofilm auf einer Glas-CD-Rom
Speicher: Glas-CDs mit einer Vielzahl von Speicherschichten
VDI nachrichten, 1.12.2000
Constellation 3D, bisher eher Insidern bekannt, hat eine neue Speichertechnik vorgestellt. Auf ein
CD-ähnliches Medium passen in Zukunft mehr als 140 GByte.
John Ellis ist des Lobes voll - die DVD-Technologie sei ein langfristig erfolgreiches Format. Gleichzeitig hält
der President of Marketing von Constellation 3D (C3D), den vermeintlichen Nachfolger in den Händen. Aus
heutiger Sicht werde es in Zukunft keine Speichersorgen mehr geben. In ein paar Jahren nämlich biete das
US-Unternehmen auf einer transparenten Disk den Daten Platz für bis zu 140 GByte.
Im Formfaktor unterscheidet sich die so genannte Fluorescent Multilayer Disc (FMD) nicht von einer
herkömmlichen CD. Das Speicherverfahren basiert auf einem photochemischen Prozess, der auch den Einsatz
von mehreren Layern erlaubt. Die erste Gerätegeneration verwendet - wie in CD- und DVD-Roms - einen roten
Laser. "Dadurch können wir eine hundertprozentige Lesekompatibilität gewährleisten", erklärt Ellis.
"Momentan können wir Medien mit maximal 20 Layern herstellen", erläutert Vladimir Schwartz, Chief
Technology Officer von Constellation 3D. Das Unternehmen entwickle zwar an Produkten mit 100 und mehr
Layern, derzeit scheitere die Umsetzung vor allem noch an den aktuellen Produktionsmöglichkeiten. Sobald
blaue Laser die Marktreife erlangen, sollen sich Kapazitäten bis in den TByte-Bereich realisieren lassen.
IDC-Marktforscher Wolfgang Schlichting räumt der FMD durchaus Chancen ein. "Die Multilayertechnik wird
in Zukunft eine Schlüsselrolle einnehmen." Nur so könnten höhere Speicherkapazitäten erreicht werden, als es
beispielsweise mit magnetooptischen oder magnetischen Laufwerken möglich sei.
"Für die meisten Computeranwender ist eine Disk mit 25 GByte in den nächsten zwei bis vier Jahren
ausreichend", glaubt Dr. Eugene Levich, President und CEO von Constellation 3D. Die FMD-Technologie
werde einen Migrationspfad für vorhandene optische Medien und Laufwerke bieten.
Den Markteintritt plant das Unternehmen im professionellen Bereich. "So wird zum Beispiel die
Digitaltechnologie in den kommenden Jahren Einzug in die Kinos halten", erklärt Ellis. Dies soll die Bildqualität
verbessern und die Filme vor Verschleiß bewahren. Bisher projizieren weltweit erst 30 Lichtspielhäuser ihre
Filme digital auf die Leinwand. "Mit heutigen Mitteln ist es nicht möglich, einen Film auf einem einzigen
Wechselmedium abzuspeichern", konstatiert Ellis.
Als Eintrittskarte in den Consumer-Markt sollen sich HDTV-Player (High Definition TV) erweisen. In den USA
ist es bereits beschlossene Sache, dass alle Fernsehsender bis 2006 auf das HDTV-Format umstellen müssen.
IDC bescheinigt der USA für das Jahr 2004 ein Marktpotential von 6 Mio. HDTV-Geräten. "Eine
Zwei-Schichten-DVD-9 kann lediglich 15 Minuten im echten HDTV-1080i-Format speichern", erklärt Ellis.
Die Amerikaner planen aber nicht nur die DVD zu beerben, sondern gleichzeitig auch alle bisher bekannten
Flash-Speicher. Um die Anforderungen des boomenden Marktes mobiler Geräte zu erfüllen, wie zum Beispiel
Digitalkameras, E-Books, PDAs und GPS-Systemen, komprimiert Constellation 3D die FMD-Technologie auf
die Größe einer Visitenkarte. Die Daten werden mit einer CCD-Kamera quasi abfotografiert und über einen
Imaging-Prozess ausgelesen. "Die Clearcard kostet in der Fertigung weniger als 1 Dollar und speichert 5
GByte/Seite", unterstreicht Ellis.
IDC sieht in diesem Bereich jedenfalls akuten Handlungsbedarf. Derzeit koste ein Speichermedium mit 64
MByte noch weit über 100 Dollar. "Professionelle Studiofotografen und digitale Camcorder könnten für die
FMC (Fluorescent Multilayer Card) der Markteintritt sein", glaubt Schlichting. Der Absatz von Digitalkameras
wachse weltweit jährlich um 45 %. Dieses Jahr rechnet IDC mit 150 Mio. verkauften PCs, Notebooks und
Handheld-Computern. In vier Jahren sollen weltweit mehr als 250 Mio. Geräte einen neuen Besitzer finden.
Constellation 3D will die Technologie über ein Lizenzmodell vertreiben. "Analysten prognostizieren, dass der
Markt für FMD und FMD-Laufwerke sich im Bereich von Hunderten von Mio. Dollar und für Disks und
Karten im Milliarden-Bereich bewegen wird", erklärt Ellis. Bisher konnte seine Firma Allianzen mit Ricoh, Zeon
Chemicals und Steag Hamatech schließen. Vom direkten Erfolg des Unternehmens profitiert auch die deutsche
Wirtschaft. Geplant ist der Bau einer Fertigung sowie eines Forschungs- und Entwicklungszentrums in
Thüringen und der Stadt Altenburg. KARL FRÖHLICH
Speichertechnologie
FMD: Fluorescent Multilayer Disk
Die Fluorescent Multilayer Disk (FMD) basiert auf einem bereits 1994 von Dr. Joseph Malkin untersuchten,
photochemischen Verfahren zur Herstellung eines neuen Speichermediums. Der Einsatz des
Fluoreszenz-Prinzips soll eine dreidimensionale Datenspeicherung ermöglichen. Dazu werden Vertiefungen auf
einem dünnen Substrat mit einem fluoreszierenden Farbstoff-Polymer gefüllt. Erregt ein roter Laser den
Polymer, strahlt dieser ein schwaches Fluoreszenzlicht aus. Unterschiedliche Wellenlängen ermöglichen es
dem Laser unter anderem, zwischen mehreren Layern zu unterscheiden. Ein spezielles Filtersystem unterdrückt
die Reflexionen des Laserstrahls und interpretiert das fluoreszierende Licht als verwertbares Datenmaterial. kfr
MarkV
SANDISK Expands Management Team With Appointment of Two Vice Presidents
SUNNYVALE, Calif.--(BUSINESS WIRE)--Dec. 5, 2000--
Appointment of Vice President of Information Systems and Technology and Vice President of Quality and Reliability
SanDisk Corporation (NASDAQ:SNDK) today announced the appointment of two new vice presidents to key corporate positions. Gene Fleischer, 58, has been named vice president of information systems and technology and Sharon McAfee-Hunter, 52, has been named vice president of quality and reliability. Both positions are newly created and the appointments are effective immediately.
Fleischer, with over 30 years of high technology experience in software applications development, marketing/business strategies and Internet-based information services, will oversee SanDisk`s growing information technology infrastructure. Fleischer, who graduated from Harvard Graduate School of Business, Information Management Executive Program, has held various engineering and management information systems positions at Xerox, Amdahl and Unisys Corporation. Most recently, he was the senior director of information technology at XO Communications and was also a co-founder and vice president of an Internet-based business intelligence software company, SupplyPoint Solutions. Fleischer will report to Ralph Hudson, senior vice president of worldwide operations.
McAfee-Hunter, who will refine SanDisk`s quality and reliability program, has over 20 years of manufacturing, engineering, reliability, operations and managerial experience. Before joining SanDisk, McAfee-Hunter was director of quality at Dell Computer Corporation, defining a quality latitude strategy that encompassed tactical response and measurement. She was also the director of quality for Unisys and Read-Rite Corporation and was senior manager of quality control at Digital Equipment Corporation. She holds a B.A. degree in Electrical Engineering from New York University and is a graduate of General Electric`s manufacturing management program. McAfee-Hunter will also report to Ralph Hudson.
SUNNYVALE, Calif.--(BUSINESS WIRE)--Dec. 5, 2000--
Appointment of Vice President of Information Systems and Technology and Vice President of Quality and Reliability
SanDisk Corporation (NASDAQ:SNDK) today announced the appointment of two new vice presidents to key corporate positions. Gene Fleischer, 58, has been named vice president of information systems and technology and Sharon McAfee-Hunter, 52, has been named vice president of quality and reliability. Both positions are newly created and the appointments are effective immediately.
Fleischer, with over 30 years of high technology experience in software applications development, marketing/business strategies and Internet-based information services, will oversee SanDisk`s growing information technology infrastructure. Fleischer, who graduated from Harvard Graduate School of Business, Information Management Executive Program, has held various engineering and management information systems positions at Xerox, Amdahl and Unisys Corporation. Most recently, he was the senior director of information technology at XO Communications and was also a co-founder and vice president of an Internet-based business intelligence software company, SupplyPoint Solutions. Fleischer will report to Ralph Hudson, senior vice president of worldwide operations.
McAfee-Hunter, who will refine SanDisk`s quality and reliability program, has over 20 years of manufacturing, engineering, reliability, operations and managerial experience. Before joining SanDisk, McAfee-Hunter was director of quality at Dell Computer Corporation, defining a quality latitude strategy that encompassed tactical response and measurement. She was also the director of quality for Unisys and Read-Rite Corporation and was senior manager of quality control at Digital Equipment Corporation. She holds a B.A. degree in Electrical Engineering from New York University and is a graduate of General Electric`s manufacturing management program. McAfee-Hunter will also report to Ralph Hudson.
Analyst Mark Edelstone von Morgan Stanley reduziert seine 2001 Umsatzprognose für den Chipsektor von einem Wachstum von 25 Prozent auf 15-18 Prozent. Analyst rechnet damit, dass mindestens die Hälfte seiner beobachteten Chipunternehmen unter den Schätzungen berichten werden. Die Unternehmen, die seiner Ansicht nach die Erwartungen erfüllen werden sind: ARM Holdings (ARMHY), Atmel (ATML), Broadcom (BRCM), Globespan (GSPN), INTL Rectifier (IRF), Linear Tech (LLTC), Maxim Integrated Products (MXIM), NVIDIA (NVDA), PMC-Sierra (PMCS), Qualcomm (QCOM), Rambus (RMBS), SanDisk (SNDK), Semtech (SMTC), STMicroelectronics (STM) und Texas Instruments (TXN).
gestern in usa plus 29,99 %
und schon wieder ein dämpfer:
Advanced Micro (AMD) rechnet mit einem Ertrag von 0,50 bis 0,60 Dollar pro Aktie, Analysten gingen von 0,68 Dollar aus. Der Umsatz gegenüber dem dritten Quartal wird flach oder nur wenig höher mit 1,21 Milliarden Dollar ausfallen.
Microchip (MCHP) wird die offiziellen Umsatz-Schätzungen für das 3Q nicht erreichen. Der Umsatz wird voraussichtlich mit 176,3 Millionen Dollar gegenüber Vorquartal flach bleiben.
Advanced Micro (AMD) rechnet mit einem Ertrag von 0,50 bis 0,60 Dollar pro Aktie, Analysten gingen von 0,68 Dollar aus. Der Umsatz gegenüber dem dritten Quartal wird flach oder nur wenig höher mit 1,21 Milliarden Dollar ausfallen.
Microchip (MCHP) wird die offiziellen Umsatz-Schätzungen für das 3Q nicht erreichen. Der Umsatz wird voraussichtlich mit 176,3 Millionen Dollar gegenüber Vorquartal flach bleiben.
Grund für den starken Anstieg:
SanDisk, a flash-memory chipmaker, will replace Kinder Morgan in the S&P MidCap 400 index. SanDisk rose $3.19 to $55.50 (Quelle: http://yahoo.cnet.com/news/0-1007-200-4097913.html?pt.yfin.c…
SanDisk, a flash-memory chipmaker, will replace Kinder Morgan in the S&P MidCap 400 index. SanDisk rose $3.19 to $55.50 (Quelle: http://yahoo.cnet.com/news/0-1007-200-4097913.html?pt.yfin.c…
SanDisk Significantly Broadens Product Line; Introduces High-Capacity, NAND Flash Memory Chips
SUNNYVALE, Calif.--(BUSINESS WIRE)--Dec. 12, 2000--
Chips Are Designed for Several Fast Growing Consumer Electronics Markets Including Cell Phones, MP3 Players and Handheld Computers
SanDisk Corporation (Nasdaq:SNDK) will significantly broaden its product line today by introducing high capacity flash memory chips targeted at cell phones, Internet music players, handheld computers and other fast-growing consumer electronics products. The 256 megabit (Mbit) and 512Mbit NAND devices are the first NAND flash memory products introduced by SanDisk. They will be manufactured for SanDisk through its FlashVision Joint Venture with Toshiba Corp.
NAND is a widely-used type of flash memory for high capacity data storage applications. NAND flash was invented by Toshiba Corp. and became available to SanDisk through a strategic corporate agreement signed this year between SanDisk and Toshiba. NAND flash memory has much lower power dissipation, lower cost per bit and higher capacity than the standard NOR flash commonly used for code store application. NAND flash has gained wide acceptance in embedded storage consumer electronics applications. For example, numerous MP3 music players come with a 256 or 512Mbit NAND chip embedded on the motherboard. In the future this type of flash storage is expected to penetrate major new applications for embedded storage, such as future generation cell phones, Internet appliances and set-top boxes. It is expected that all of these represent major new market opportunities for SanDisk in the coming years.
The chips will be sold as TSOP (thin small outline package) devices. TSOPs are widely used for packaging embedded flash memory in popular consumer electronics products.
Ed Cuellar, SanDisk marketing director, said, "These NAND flash chips represent the most advanced and cost-effective flash component on the market today. The NAND devices have been widely adopted by systems designers. The combination of SanDisk`s flash cards and these new embedded flash components gives our customers a strong competitive advantage. We are very excited about the new market opportunities that these products are expected to open for SanDisk."
Alan Niebel, managing director of Web-Feet Research, Monterey, CA, said that "SanDisk is entering the market for discrete flash components at a time when that market is showing enormous growth." Web-Feet concluded that the worldwide market for flash components in 1999 (excluding revenue from flash card sales) was $4.56 billion.
SanDisk will start sampling its new TSOP chips this month with production scheduled for January, 2001. Pricing, in 1000 unit quantities, is expected to be: 256Mbit, $58, and 512Mbit, $108. The 256Mbit chip translates into 32 megabytes (MB) while the 512Mbit chip is equal to 64MB.
SanDisk also extended its penetration into the embedded flash market last month when it introduced TriFlash, a small-size embedded flash memory device with a built-in controller. TriFlash is easy and simple to design into virtually any microprocessor/microcontroller platform. The architecture of TriFlash allows for the seamless integration of embedded flash with removable MultiMediaCards or Secure Digital Cards for incremental storage.
SanDisk Corporation manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
SUNNYVALE, Calif.--(BUSINESS WIRE)--Dec. 12, 2000--
Chips Are Designed for Several Fast Growing Consumer Electronics Markets Including Cell Phones, MP3 Players and Handheld Computers
SanDisk Corporation (Nasdaq:SNDK) will significantly broaden its product line today by introducing high capacity flash memory chips targeted at cell phones, Internet music players, handheld computers and other fast-growing consumer electronics products. The 256 megabit (Mbit) and 512Mbit NAND devices are the first NAND flash memory products introduced by SanDisk. They will be manufactured for SanDisk through its FlashVision Joint Venture with Toshiba Corp.
NAND is a widely-used type of flash memory for high capacity data storage applications. NAND flash was invented by Toshiba Corp. and became available to SanDisk through a strategic corporate agreement signed this year between SanDisk and Toshiba. NAND flash memory has much lower power dissipation, lower cost per bit and higher capacity than the standard NOR flash commonly used for code store application. NAND flash has gained wide acceptance in embedded storage consumer electronics applications. For example, numerous MP3 music players come with a 256 or 512Mbit NAND chip embedded on the motherboard. In the future this type of flash storage is expected to penetrate major new applications for embedded storage, such as future generation cell phones, Internet appliances and set-top boxes. It is expected that all of these represent major new market opportunities for SanDisk in the coming years.
The chips will be sold as TSOP (thin small outline package) devices. TSOPs are widely used for packaging embedded flash memory in popular consumer electronics products.
Ed Cuellar, SanDisk marketing director, said, "These NAND flash chips represent the most advanced and cost-effective flash component on the market today. The NAND devices have been widely adopted by systems designers. The combination of SanDisk`s flash cards and these new embedded flash components gives our customers a strong competitive advantage. We are very excited about the new market opportunities that these products are expected to open for SanDisk."
Alan Niebel, managing director of Web-Feet Research, Monterey, CA, said that "SanDisk is entering the market for discrete flash components at a time when that market is showing enormous growth." Web-Feet concluded that the worldwide market for flash components in 1999 (excluding revenue from flash card sales) was $4.56 billion.
SanDisk will start sampling its new TSOP chips this month with production scheduled for January, 2001. Pricing, in 1000 unit quantities, is expected to be: 256Mbit, $58, and 512Mbit, $108. The 256Mbit chip translates into 32 megabytes (MB) while the 512Mbit chip is equal to 64MB.
SanDisk also extended its penetration into the embedded flash market last month when it introduced TriFlash, a small-size embedded flash memory device with a built-in controller. TriFlash is easy and simple to design into virtually any microprocessor/microcontroller platform. The architecture of TriFlash allows for the seamless integration of embedded flash with removable MultiMediaCards or Secure Digital Cards for incremental storage.
SanDisk Corporation manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
Microsoft sees future with flash memory
By Michael D. Cohen
Redherring.com, December 15, 2000
A road map to the Internet of the future was unveiled earlier this
year -- a map that will have a broad impact on the entire IT
industry and points to the ultimate success or decline of numerous
technology companies. But it is one that the market barely
noticed.
On June 22, during Bill Gates`s new-strategy announcement for
Microsoft (Nasdaq: MSFT), the chairman unveiled Microsoft
.Net, a far-reaching, paradigm-shifting platform for Internet
services. Despite Microsoft`s well-documented legal tussles and
lagging stock price, its strategic maneuvers still have huge ripple effects and create excellent opportunities for
investors.
The goal for Microsoft .Net is to enable all users to synchronize applications and data with Internet
appliances, most of which use flash memory.
STOCKS LOOK ATTRACTIVE
Given Microsoft`s intent and the battering some flash-memory players` stocks have endured of late, one of the
best buys right now is SanDisk (Nasdaq: SNDK), with 40 percent of the flash-memory market. This company
manufactures removable flash cards for digital cameras, audio devices like MP3 players, and digital
camcorders. Growth in these markets has already been strong: SanDisk`s third-quarter revenue was up 153
percent year-over-year, and it owns more than 100 patents, which it licenses to competitors. The company is
also an equal partner with Toshiba in a venture called Flashvision, which, to meet growing demand, plans to
transform a Virginia foundry into one capable of generating $1 billion in annual sales by 2002, when it`s
expected to reach full production. It`s slated to begin operation in the second half of 2001. This ramp-up on
the supply side, coupled with .Net on the demand side, makes SanDisk a timely value, especially considering
that on December 14 its stock was trading at $54.06, 68 percent off its March high of $169.63. At that price,
SanDisk is valued at 35 times 2001 earnings estimates, a reasonable multiple for a company expected to
show 21 percent earnings growth in 2001.
Another good flash-memory play is Silicon Storage Technology (Nasdaq: SSTI). Its chips are incorporated
into set-top boxes, pagers, personal computers, routers, and a wide range of Internet appliances. According
to company forecasts, its capacity will not meet demand until the end of 2001. Backlogs have been steadily
increasing, and because its products are used in Internet appliances, the .Net effect will hit Silicon Storage
strongly in 2002, likely causing the dislocation between demand and supply to continue. Despite this
promising growth, Silicon Storage`s recent stock price of $13.75 is 65 percent below its June high. The
company also is trading at a downright cheap forward price/earnings ratio of 5.5.
One flash-memory company outside the United States is Israel-based M-Systems Flash Disk Pioneers
(Nasdaq: FLSH), notable for its DiskOnChip technology, a single-chip replacement for hard disks in Internet
appliances. M-Systems uses off-the-shelf flash-memory chips along with its proprietary software to provide
full hard-disk emulation. While an early-stage company compared to the other two, this technology still helped
M-Systems generate growth of 246 percent year-over-year and 43 percent in sequential revenue in the
second quarter.
The company has had a strategic development relationship with Microsoft since 1996, and its DiskOnChip
Millennium is used as the data storage device in Microsoft TV`s set-top boxes. M-Systems`s recent stock
price of $20.19 is 57 percent off its June high, and while it is the most expensive of the three stocks we
discussed, with a P/E ratio of 36, it only has a total market capitalization of just $585 million. The company
could well be undervalued given the opportunities in front of it.
Michael D. Cohen is comanager of the Alpha Analytics Digital Future Fund. Write to
letters@redherring.com.
Discuss this story in the Microsoft discussion forum, or check out forums, video, and events at the
Discussions home page.
MarkV
By Michael D. Cohen
Redherring.com, December 15, 2000
A road map to the Internet of the future was unveiled earlier this
year -- a map that will have a broad impact on the entire IT
industry and points to the ultimate success or decline of numerous
technology companies. But it is one that the market barely
noticed.
On June 22, during Bill Gates`s new-strategy announcement for
Microsoft (Nasdaq: MSFT), the chairman unveiled Microsoft
.Net, a far-reaching, paradigm-shifting platform for Internet
services. Despite Microsoft`s well-documented legal tussles and
lagging stock price, its strategic maneuvers still have huge ripple effects and create excellent opportunities for
investors.
The goal for Microsoft .Net is to enable all users to synchronize applications and data with Internet
appliances, most of which use flash memory.
STOCKS LOOK ATTRACTIVE
Given Microsoft`s intent and the battering some flash-memory players` stocks have endured of late, one of the
best buys right now is SanDisk (Nasdaq: SNDK), with 40 percent of the flash-memory market. This company
manufactures removable flash cards for digital cameras, audio devices like MP3 players, and digital
camcorders. Growth in these markets has already been strong: SanDisk`s third-quarter revenue was up 153
percent year-over-year, and it owns more than 100 patents, which it licenses to competitors. The company is
also an equal partner with Toshiba in a venture called Flashvision, which, to meet growing demand, plans to
transform a Virginia foundry into one capable of generating $1 billion in annual sales by 2002, when it`s
expected to reach full production. It`s slated to begin operation in the second half of 2001. This ramp-up on
the supply side, coupled with .Net on the demand side, makes SanDisk a timely value, especially considering
that on December 14 its stock was trading at $54.06, 68 percent off its March high of $169.63. At that price,
SanDisk is valued at 35 times 2001 earnings estimates, a reasonable multiple for a company expected to
show 21 percent earnings growth in 2001.
Another good flash-memory play is Silicon Storage Technology (Nasdaq: SSTI). Its chips are incorporated
into set-top boxes, pagers, personal computers, routers, and a wide range of Internet appliances. According
to company forecasts, its capacity will not meet demand until the end of 2001. Backlogs have been steadily
increasing, and because its products are used in Internet appliances, the .Net effect will hit Silicon Storage
strongly in 2002, likely causing the dislocation between demand and supply to continue. Despite this
promising growth, Silicon Storage`s recent stock price of $13.75 is 65 percent below its June high. The
company also is trading at a downright cheap forward price/earnings ratio of 5.5.
One flash-memory company outside the United States is Israel-based M-Systems Flash Disk Pioneers
(Nasdaq: FLSH), notable for its DiskOnChip technology, a single-chip replacement for hard disks in Internet
appliances. M-Systems uses off-the-shelf flash-memory chips along with its proprietary software to provide
full hard-disk emulation. While an early-stage company compared to the other two, this technology still helped
M-Systems generate growth of 246 percent year-over-year and 43 percent in sequential revenue in the
second quarter.
The company has had a strategic development relationship with Microsoft since 1996, and its DiskOnChip
Millennium is used as the data storage device in Microsoft TV`s set-top boxes. M-Systems`s recent stock
price of $20.19 is 57 percent off its June high, and while it is the most expensive of the three stocks we
discussed, with a P/E ratio of 36, it only has a total market capitalization of just $585 million. The company
could well be undervalued given the opportunities in front of it.
Michael D. Cohen is comanager of the Alpha Analytics Digital Future Fund. Write to
letters@redherring.com.
Discuss this story in the Microsoft discussion forum, or check out forums, video, and events at the
Discussions home page.
MarkV
21-Dec-00
Merrill Lynch downgrade: from NT Buy to NT Accum
Merrill Lynch downgrade: from NT Buy to NT Accum
nach einem tief bei etwa 27 nun wieder über 29 euro.
hätte ich nicht für möglich gehalten, aber ich bin erstmals seit november 99 im minus!
zwischenzeitlich stand SNDK bei 169 USD ...
hätte ich nicht für möglich gehalten, aber ich bin erstmals seit november 99 im minus!
zwischenzeitlich stand SNDK bei 169 USD ...
eine senkung der erwartungen durch einen analysten von 3 % bewirkt einen kurssturz von 30 %.
weiterer kommentar wohl überflüssig!
RESEARCH ALERT-Merrill cuts SanDisk, lowers estimates
NEW YORK, Dec 21 (Reuters) - Merrill Lynch on Thursday said it had cut it rating and earnings estimate on semiconductor maker SanDisk Corp. <SNDK.O>, saying the company could fact pricing and margin pressures.
In a research note, analyst Chris Danely said he believes "the tight supply environment in CompactFlash may be unraveling faster than we previously anticipated, which does not bode well for pricing and margins relative to our previous expectations."
Danely cut his intermediate-term rating on SanDisk shares to accumulate from buy, although the long-term rating was maintained as a buy.
Danely also lowered his 2001 earnings per share estimate to $1.55 from $1.60 due to future margin pressures as a result of lowered pricing."
"While our checks indicate digital camera sales (46 percent of SNDK revenues) have been strong relative to other products during the holiday season, we believe CompactFlash supply has improved to the point where the 1Q `01 seasonal downturn in digital camera demand could cause CompactFlash pricing pressures," Danely said.
SanDisk shares fell $13-7/16, or more than 30 percent, to $31-1/8 on Nasdaq, where the stock was the No. 2 net loser in heavy early-afternoon trading.
((New York Newsdesk 212 859-1700))
REUTERS
weiterer kommentar wohl überflüssig!
RESEARCH ALERT-Merrill cuts SanDisk, lowers estimates
NEW YORK, Dec 21 (Reuters) - Merrill Lynch on Thursday said it had cut it rating and earnings estimate on semiconductor maker SanDisk Corp. <SNDK.O>, saying the company could fact pricing and margin pressures.
In a research note, analyst Chris Danely said he believes "the tight supply environment in CompactFlash may be unraveling faster than we previously anticipated, which does not bode well for pricing and margins relative to our previous expectations."
Danely cut his intermediate-term rating on SanDisk shares to accumulate from buy, although the long-term rating was maintained as a buy.
Danely also lowered his 2001 earnings per share estimate to $1.55 from $1.60 due to future margin pressures as a result of lowered pricing."
"While our checks indicate digital camera sales (46 percent of SNDK revenues) have been strong relative to other products during the holiday season, we believe CompactFlash supply has improved to the point where the 1Q `01 seasonal downturn in digital camera demand could cause CompactFlash pricing pressures," Danely said.
SanDisk shares fell $13-7/16, or more than 30 percent, to $31-1/8 on Nasdaq, where the stock was the No. 2 net loser in heavy early-afternoon trading.
((New York Newsdesk 212 859-1700))
REUTERS
Auclair Retires as Senior Vice President of Business Development and Licensing At SanDisk
SUNNYVALE, Calif.--(BUSINESS WIRE)--Dec. 27, 2000--SanDisk Corp. (Nasdaq:SNDK) announced today that Dan Auclair, SanDisk`s senior vice president of business development and licensing, will retire from the company on Dec. 31, 2000, following an extended leave of absence.
Auclair joined SanDisk in 1990 as the vice president of systems engineering, which led to his transition to senior vice president of operations and technology in 1995. Auclair was promoted to his current post in 1998. With more than 20 years experience in the storage industry, Auclair previously held executive positions with several storage companies including Anamartic and Scientific Micro Systems.
Eli Harari, SanDisk CEO and president, said, "Dan has been a key figure in making SanDisk a successful company. He joined the company in our start-up days and continued to evolve in his duties, most recently in directing SanDisk`s efforts to establish key partnerships and licensing agreements for our CompactFlash and MultiMediaCards. He has steadily demonstrated the leadership skills and efficient management style that helped SanDisk emerge as the world`s largest supplier of flash data storage products. Dan wants to spend more time with his family, and we wish him well in his future endeavors. Dan`s responsibilities have been distributed among SanDisk`s other senior executives."
SUNNYVALE, Calif.--(BUSINESS WIRE)--Dec. 27, 2000--SanDisk Corp. (Nasdaq:SNDK) announced today that Dan Auclair, SanDisk`s senior vice president of business development and licensing, will retire from the company on Dec. 31, 2000, following an extended leave of absence.
Auclair joined SanDisk in 1990 as the vice president of systems engineering, which led to his transition to senior vice president of operations and technology in 1995. Auclair was promoted to his current post in 1998. With more than 20 years experience in the storage industry, Auclair previously held executive positions with several storage companies including Anamartic and Scientific Micro Systems.
Eli Harari, SanDisk CEO and president, said, "Dan has been a key figure in making SanDisk a successful company. He joined the company in our start-up days and continued to evolve in his duties, most recently in directing SanDisk`s efforts to establish key partnerships and licensing agreements for our CompactFlash and MultiMediaCards. He has steadily demonstrated the leadership skills and efficient management style that helped SanDisk emerge as the world`s largest supplier of flash data storage products. Dan wants to spend more time with his family, and we wish him well in his future endeavors. Dan`s responsibilities have been distributed among SanDisk`s other senior executives."
SANDISK SD MEMORY CARDS WILL BE USED IN NEW MP3 PLAYER FOR PALM COMPUTERS; SANDISK WILL SUPPLY SD CARDS TO POCKETPYRO FOR THE PYRO MP3 PLAYER
LAS VEGAS--(BUSINESS WIRE)--Jan. 6, 2001--SanDisk Corporation (Nasdaq:SNDK) announced today that it will supply PocketPyro Inc. with SanDisk-branded Secure Digital (SD) cards for the new Pyro MP3 player for Palm computers. The removable postage stamp-size cards will be used to store MP3 files for high-fidelity, near-CD quality music. The announcement was made at the annual Consumer Electronics Show where SanDisk is demonstrating products at the Las Vegas Convention Center, North Hall, booth no. 4203.
The Pyro clips on to the Palm III Series for an additional 16MB to 64MB of removable storage. Up to two hours of music can be stored on one 64MB SD card. The Pyro plays MP3 files on stereo headphones using the Palm interface to control the player hardware, manage songs and view lyrics and band information.
The Pyro initially will store digital music files on SanDisk Secure Digital Cards. In the near future, the Pyro will be able to store other multimedia files such as voice recordings.
Don Lipinski, vice president and general manager at PocketPyro, said, "The SanDisk SD card gives the Pyro virtually unlimited memory expansion capabilities for many potential applications. Since the SD Card is also an industry standard, the user gains the flexibility to easily transfer images to and from a desktop computer or other devices."
Thomas Climer, SanDisk`s SD Card product manager, said, "Incorporating a SanDisk SD card into the Pyro adds a tremendous amount of functionality and versatility. The SD card is quickly becoming a secure, universal storage solution for digital music, video and imaging mediums."
SanDisk Secure Digital Cards will be available from PocketPyro, music stores and retail outlets where Palm Computing accessories are sold. PocketPyro is headquartered in Fort Lauderdale, Fla.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, Calif.
LAS VEGAS--(BUSINESS WIRE)--Jan. 6, 2001--SanDisk Corporation (Nasdaq:SNDK) announced today that it will supply PocketPyro Inc. with SanDisk-branded Secure Digital (SD) cards for the new Pyro MP3 player for Palm computers. The removable postage stamp-size cards will be used to store MP3 files for high-fidelity, near-CD quality music. The announcement was made at the annual Consumer Electronics Show where SanDisk is demonstrating products at the Las Vegas Convention Center, North Hall, booth no. 4203.
The Pyro clips on to the Palm III Series for an additional 16MB to 64MB of removable storage. Up to two hours of music can be stored on one 64MB SD card. The Pyro plays MP3 files on stereo headphones using the Palm interface to control the player hardware, manage songs and view lyrics and band information.
The Pyro initially will store digital music files on SanDisk Secure Digital Cards. In the near future, the Pyro will be able to store other multimedia files such as voice recordings.
Don Lipinski, vice president and general manager at PocketPyro, said, "The SanDisk SD card gives the Pyro virtually unlimited memory expansion capabilities for many potential applications. Since the SD Card is also an industry standard, the user gains the flexibility to easily transfer images to and from a desktop computer or other devices."
Thomas Climer, SanDisk`s SD Card product manager, said, "Incorporating a SanDisk SD card into the Pyro adds a tremendous amount of functionality and versatility. The SD card is quickly becoming a secure, universal storage solution for digital music, video and imaging mediums."
SanDisk Secure Digital Cards will be available from PocketPyro, music stores and retail outlets where Palm Computing accessories are sold. PocketPyro is headquartered in Fort Lauderdale, Fla.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, Calif.
bei eymen.de
SanDisk CEO Eli Harari Interviewed by ON24 Financial Internet News Channel
SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 10, 2001--SanDisk Corporation (Nasdaq:SNDK) announced today that Eli Harari, president and CEO at SanDisk, was interviewed by ON24.com at the Consumer Electronics Show in Las Vegas, released yesterday over the Internet at approximately 4:40PM EST.
SanDisk is a leading provider of removable flash storage cards used in consumer electronics products such as digital cameras, Internet music players, hand held organizers, PocketPCs and cell phones.
SanDisk is reproducing the entire transcript of the interview between ON24 host, Anthony Moor, and SanDisk`s CEO, Dr. Eli Harari. The transcript also includes supplemental information provided by SanDisk.
(Beginning of transcript)
Anthony Moor:
Anthony Moor with ON24 news. I`m in Las Vegas, NV at the Consumer Electronics Show. Now anybody who has gotten into these new digital media has recognized immediately the need for more memory. Particularly when you`re coming to things like digital cameras. Well, SanDisk is the company that makes a lot of those small little cards that stick into those digital cameras, PDAs, etc., and Eli Harari is the president & CEO of SanDisk. You have a number of these little cards, which I see in front of you here... what is the sort of new buzz that you`re trying to bring to the CES this year, and what does that say for what your company`s trying to do the in the next 12 months?
Eli Harari:
Take a look around the CES show -- there are literally hundreds of new applications... new platforms that use our new card -- the SD Card, SecureDigital Card. In fact, we have an entire pavilion. And we have very interesting new applications that have been in development over the last 18 months. For example, Nintendo is showing their new game machine that will use SD card to import new games. Palm is showing in their part of the pavilion major new applications for their SD card. In fact, Palm has announced publicly working together with the Secure Digital Association and with SanDisk that they will announce major new products in the first half of this year. And we think that this, together with a whole slew of new applications in cell phones and music players, in-digital cameras, and digital camcorders, for the SecureDigital card, is going to drive tremendously the growth of this new format -- form factor this year.
SanDisk supplemental information; A number of the new applications for SD cards demonstrated at the SD Pavilion at the CES show, including the Nintendo game console using the SD card are in the concept stage.
Anthony Moor:
Now you folks are among the first to actually get this form factor out... others are coming on line. And over the course of the last 3-6 months or so some analysts are suggesting that because new capacity is coming on line from some of your competitors that there`s going to be a glut of these flash cards. Also they`re saying, you know, there weren`t quite as many digital cameras sold the last holiday season as one would like. What do you see in terms of the demand versus supply in the next 12 months?
Eli Harari:
Every one of these new applications that we`re talking about, once it takes off and catches on, drives tremendous new demand that did not exist in the past. The technology used is becoming very, very pervasive. This is not a PC play or desktop play. It`s consumer electronics, it`s wireless, it`s Internet. We`re talking about literally tens of new major markets that are only just beginning now. The SD card was introduced 18 months ago, but realistically it`s only the first half of this year that we`re starting to see the roll out of some really exciting products. We think that by the second half of this year many of these applications will drive very significant new demand and we think, in fact, that there is going to be a shortage of flash memory, particularly for storage of content at the high capacity... we`re talking about 256 megabit (mb) and 512mb plus chips that are driving these applications, and in that regime there are very few suppliers. In fact, we think that together with our partner, Toshiba, SanDisk and Toshiba will have the ability to have a very strong market presence... market leadership.
SanDisk supplemental information: Dr. Harari`s comments with regards to shortage of flash memory was made specifically with regard to high density (256mb, 512mb) Flash memory in the second half of this year (2001).
Anthony Moor:
This is because you have a joint venture with them building on a new factory. Talk to me a little how that`s going. This is the FlashVision Company?
Eli Harari:
The FlashVision Company is proceeding very beautifully, it`s a little bit ahead of schedule. We expect to start full production as scheduled by the middle of this year. The first product is one that we already announced. It`s a 512mb Nand-flash chip; it`s the most cost effective flash memory I believe for the next 12-18 months. I don`t think that there`s anything out there in this time frame that can even touch it and we think that as quickly as we can ramp it up and start production we`re going to be able to meet those requirements for new capacity.
SanDisk supplemental information: SanDisk believes that the 512mb NAND Flash chip will be the first flash memory chip of such density to reach the market in high volumes, and will provide the lowest cost per megabyte (MB) at the time of its introduction.
Eli Harari:
I just came back from Japan. This is a very good example of the D30, it`s the new class of digital cameras made by Canon. There`s going to be a whole bunch of these other digital cameras in the range of $2,000 to $3,000. And the nice thing about these cameras is that although they`re digital, they`re completely interchangeable with existing lenses. These really really drive up memory capacity. You cannot really use a 16MB or even a 32MB card in these applications. So we think that this is just an example of a niche application but actually quite a large installed base that we think can drive very significant volume of compact flash cards at 64MB and higher.
SanDisk supplemental information: The Canon D30 can also operate with CompactFlash cards of capacities below 64MB.
Anthony Moor:
Just because we`re at a consumer show, why don`t you lift up one of these cards to show me what they look like? I think people should see this.
Eli Harari:
This is the SD card -- truly the size of a stamp. This has been designed by Palm into their future products. So this will take a regular Palm device. When you plug it in, it becomes a one hour or two hour music player. This is designed now into the majority of digital camcorders that act also as digital cameras and being designed now into a very large number of cell phones that will become Internet connected, as well as music players.
Anthony Moor:
I have to say, you know, it`s amazingly small. One of the concerns that some people have is that you`re going to see price pressure on a lot of this stuff. What do you have to say about that?
Eli Harari:
I think people really have the price pressure all wrong, in my opinion. Flash memory today is still too expensive. Flash memory price and cost has got to come down. Our strategy from day one has been to drive the technology... to drive the technology passionately. We`re really passionate about driving the cost down. The cost has got to come down over the next 5 years by a factor of between 5 and a factor of 10.
Anthony Moor:
So you`ve built this into the business model.
Eli Harari:
Yes, that`s the whole game. Consumer Electronics is price elastic. You need to meet price points. The only way you can do so is drive the technology, drive the manufacturing, drive the volume. Maintain very high quality. If we could achieve that and do it faster than any competitor, we`re going to be able to expand our market. We`ll actually benefit from the reduced cost and reduced prices. The key is to reduce your cost faster than the declining prices and faster than any competitor.
Anthony Moor:
Do you feel your benchmarks so far have been met then? I`m not familiar with your gross margins, but wondering if your gross margins are suggesting this is happening?
Eli Harari:
I`m very very pleased with where we are today. And with what we have planned in the next 12-24 months.
Anthony Moor:
You do have long-term positive outlooks from most of the analysts. I wanted to read you just one quote from Merrill Lynch. Again this is about the short term, and you`ve answered this to some degree. But I want to throw it out there so you can hear it. They said that the retail and OEM channel is filling up with Compact Flash which would cause pricing to come down as capacity ramps at some of your competitors. Is this what you`re talking about when you say the price is going down?
Eli Harari:
We agree that the price is coming down. We think that`s very positive. That`s not a negative. In Consumer Electronics price coming down means more people are going to be able to afford it, more people are going to use it, and more applications are going to be enabled by it. The key is you have to have control of your media... your flash memory. And we have that. We both develop it and we manufacture it. We assemble it and we test it. We are vertically integrated in all aspects. We have the lowest cost in the industry.
SanDisk supplemental information: Dr. Harari`s statement refers specifically to the manufacturing cost of flash cards of capacities 8MB or higher (SanDisk does not supply cards of lower capacity), compared to SanDisk`s estimation of the manufacturing costs of other flash card competitors. SanDisk believes this cost advantage is due primarily to the Double Density technology employed by SanDisk in its current products, as well as SanDisk`s economies of scale, including high volume subcontractor card assembly and test in China, Taiwan and the Philippines.
Eli Harari:
Now the question is what are our competitors going to do? Some desperate competitors can do crazy things. We`ve seen that in other industries. I think that for the next 5-10 years the markets are going to grow faster that any one of us combined can bring to bear new capacity. And I think it`s going to be a very exciting ride for the next 5-10 years. Very much like Intel`s early years when they finally got the microprocessor design wins rolling out there. Just on an incredible expansion.
SanDisk supplemental information: This is a forward-looking projection based on one or more market forecasts for the flash memory markets addressed by SanDisk.
Anthony Moor:
I know you`re in a quiet period, so answer to the degree that you can. Are you comfortable with the kinds of assessments that are out there on Wall Street for the coming quarters?
Eli Harari:
I can`t comment on that. We really are in our quiet period.
I really want your listeners to understand that this capacity issue... it`s a demand supply equation. Once Matsushita (Panasonic) and Sony roll out their... basically every appliance that they have will use either a Sony memory stick that uses flash memory or the SD card which uses flash memory. These two giants themselves can consume, I believe, the entire existing flash capacity today. Then of course there`s the rest of the world... the Kodaks, the Canons, the HPs. I think the challenge will be for us to be able to meet the demand rather than the other way around.
SanDisk supplemental information: Dr. Harari`s statement on the flash capacity demand-supply equation is a forward-looking projection on the future flash memory requirements forecasted for these and other major companies in the next 5-10 years.
Anthony Moor:
We`ll be looking forward to your progress. Hope you will be joining us in the coming months....
(End of transcript)
SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 10, 2001--SanDisk Corporation (Nasdaq:SNDK) announced today that Eli Harari, president and CEO at SanDisk, was interviewed by ON24.com at the Consumer Electronics Show in Las Vegas, released yesterday over the Internet at approximately 4:40PM EST.
SanDisk is a leading provider of removable flash storage cards used in consumer electronics products such as digital cameras, Internet music players, hand held organizers, PocketPCs and cell phones.
SanDisk is reproducing the entire transcript of the interview between ON24 host, Anthony Moor, and SanDisk`s CEO, Dr. Eli Harari. The transcript also includes supplemental information provided by SanDisk.
(Beginning of transcript)
Anthony Moor:
Anthony Moor with ON24 news. I`m in Las Vegas, NV at the Consumer Electronics Show. Now anybody who has gotten into these new digital media has recognized immediately the need for more memory. Particularly when you`re coming to things like digital cameras. Well, SanDisk is the company that makes a lot of those small little cards that stick into those digital cameras, PDAs, etc., and Eli Harari is the president & CEO of SanDisk. You have a number of these little cards, which I see in front of you here... what is the sort of new buzz that you`re trying to bring to the CES this year, and what does that say for what your company`s trying to do the in the next 12 months?
Eli Harari:
Take a look around the CES show -- there are literally hundreds of new applications... new platforms that use our new card -- the SD Card, SecureDigital Card. In fact, we have an entire pavilion. And we have very interesting new applications that have been in development over the last 18 months. For example, Nintendo is showing their new game machine that will use SD card to import new games. Palm is showing in their part of the pavilion major new applications for their SD card. In fact, Palm has announced publicly working together with the Secure Digital Association and with SanDisk that they will announce major new products in the first half of this year. And we think that this, together with a whole slew of new applications in cell phones and music players, in-digital cameras, and digital camcorders, for the SecureDigital card, is going to drive tremendously the growth of this new format -- form factor this year.
SanDisk supplemental information; A number of the new applications for SD cards demonstrated at the SD Pavilion at the CES show, including the Nintendo game console using the SD card are in the concept stage.
Anthony Moor:
Now you folks are among the first to actually get this form factor out... others are coming on line. And over the course of the last 3-6 months or so some analysts are suggesting that because new capacity is coming on line from some of your competitors that there`s going to be a glut of these flash cards. Also they`re saying, you know, there weren`t quite as many digital cameras sold the last holiday season as one would like. What do you see in terms of the demand versus supply in the next 12 months?
Eli Harari:
Every one of these new applications that we`re talking about, once it takes off and catches on, drives tremendous new demand that did not exist in the past. The technology used is becoming very, very pervasive. This is not a PC play or desktop play. It`s consumer electronics, it`s wireless, it`s Internet. We`re talking about literally tens of new major markets that are only just beginning now. The SD card was introduced 18 months ago, but realistically it`s only the first half of this year that we`re starting to see the roll out of some really exciting products. We think that by the second half of this year many of these applications will drive very significant new demand and we think, in fact, that there is going to be a shortage of flash memory, particularly for storage of content at the high capacity... we`re talking about 256 megabit (mb) and 512mb plus chips that are driving these applications, and in that regime there are very few suppliers. In fact, we think that together with our partner, Toshiba, SanDisk and Toshiba will have the ability to have a very strong market presence... market leadership.
SanDisk supplemental information: Dr. Harari`s comments with regards to shortage of flash memory was made specifically with regard to high density (256mb, 512mb) Flash memory in the second half of this year (2001).
Anthony Moor:
This is because you have a joint venture with them building on a new factory. Talk to me a little how that`s going. This is the FlashVision Company?
Eli Harari:
The FlashVision Company is proceeding very beautifully, it`s a little bit ahead of schedule. We expect to start full production as scheduled by the middle of this year. The first product is one that we already announced. It`s a 512mb Nand-flash chip; it`s the most cost effective flash memory I believe for the next 12-18 months. I don`t think that there`s anything out there in this time frame that can even touch it and we think that as quickly as we can ramp it up and start production we`re going to be able to meet those requirements for new capacity.
SanDisk supplemental information: SanDisk believes that the 512mb NAND Flash chip will be the first flash memory chip of such density to reach the market in high volumes, and will provide the lowest cost per megabyte (MB) at the time of its introduction.
Eli Harari:
I just came back from Japan. This is a very good example of the D30, it`s the new class of digital cameras made by Canon. There`s going to be a whole bunch of these other digital cameras in the range of $2,000 to $3,000. And the nice thing about these cameras is that although they`re digital, they`re completely interchangeable with existing lenses. These really really drive up memory capacity. You cannot really use a 16MB or even a 32MB card in these applications. So we think that this is just an example of a niche application but actually quite a large installed base that we think can drive very significant volume of compact flash cards at 64MB and higher.
SanDisk supplemental information: The Canon D30 can also operate with CompactFlash cards of capacities below 64MB.
Anthony Moor:
Just because we`re at a consumer show, why don`t you lift up one of these cards to show me what they look like? I think people should see this.
Eli Harari:
This is the SD card -- truly the size of a stamp. This has been designed by Palm into their future products. So this will take a regular Palm device. When you plug it in, it becomes a one hour or two hour music player. This is designed now into the majority of digital camcorders that act also as digital cameras and being designed now into a very large number of cell phones that will become Internet connected, as well as music players.
Anthony Moor:
I have to say, you know, it`s amazingly small. One of the concerns that some people have is that you`re going to see price pressure on a lot of this stuff. What do you have to say about that?
Eli Harari:
I think people really have the price pressure all wrong, in my opinion. Flash memory today is still too expensive. Flash memory price and cost has got to come down. Our strategy from day one has been to drive the technology... to drive the technology passionately. We`re really passionate about driving the cost down. The cost has got to come down over the next 5 years by a factor of between 5 and a factor of 10.
Anthony Moor:
So you`ve built this into the business model.
Eli Harari:
Yes, that`s the whole game. Consumer Electronics is price elastic. You need to meet price points. The only way you can do so is drive the technology, drive the manufacturing, drive the volume. Maintain very high quality. If we could achieve that and do it faster than any competitor, we`re going to be able to expand our market. We`ll actually benefit from the reduced cost and reduced prices. The key is to reduce your cost faster than the declining prices and faster than any competitor.
Anthony Moor:
Do you feel your benchmarks so far have been met then? I`m not familiar with your gross margins, but wondering if your gross margins are suggesting this is happening?
Eli Harari:
I`m very very pleased with where we are today. And with what we have planned in the next 12-24 months.
Anthony Moor:
You do have long-term positive outlooks from most of the analysts. I wanted to read you just one quote from Merrill Lynch. Again this is about the short term, and you`ve answered this to some degree. But I want to throw it out there so you can hear it. They said that the retail and OEM channel is filling up with Compact Flash which would cause pricing to come down as capacity ramps at some of your competitors. Is this what you`re talking about when you say the price is going down?
Eli Harari:
We agree that the price is coming down. We think that`s very positive. That`s not a negative. In Consumer Electronics price coming down means more people are going to be able to afford it, more people are going to use it, and more applications are going to be enabled by it. The key is you have to have control of your media... your flash memory. And we have that. We both develop it and we manufacture it. We assemble it and we test it. We are vertically integrated in all aspects. We have the lowest cost in the industry.
SanDisk supplemental information: Dr. Harari`s statement refers specifically to the manufacturing cost of flash cards of capacities 8MB or higher (SanDisk does not supply cards of lower capacity), compared to SanDisk`s estimation of the manufacturing costs of other flash card competitors. SanDisk believes this cost advantage is due primarily to the Double Density technology employed by SanDisk in its current products, as well as SanDisk`s economies of scale, including high volume subcontractor card assembly and test in China, Taiwan and the Philippines.
Eli Harari:
Now the question is what are our competitors going to do? Some desperate competitors can do crazy things. We`ve seen that in other industries. I think that for the next 5-10 years the markets are going to grow faster that any one of us combined can bring to bear new capacity. And I think it`s going to be a very exciting ride for the next 5-10 years. Very much like Intel`s early years when they finally got the microprocessor design wins rolling out there. Just on an incredible expansion.
SanDisk supplemental information: This is a forward-looking projection based on one or more market forecasts for the flash memory markets addressed by SanDisk.
Anthony Moor:
I know you`re in a quiet period, so answer to the degree that you can. Are you comfortable with the kinds of assessments that are out there on Wall Street for the coming quarters?
Eli Harari:
I can`t comment on that. We really are in our quiet period.
I really want your listeners to understand that this capacity issue... it`s a demand supply equation. Once Matsushita (Panasonic) and Sony roll out their... basically every appliance that they have will use either a Sony memory stick that uses flash memory or the SD card which uses flash memory. These two giants themselves can consume, I believe, the entire existing flash capacity today. Then of course there`s the rest of the world... the Kodaks, the Canons, the HPs. I think the challenge will be for us to be able to meet the demand rather than the other way around.
SanDisk supplemental information: Dr. Harari`s statement on the flash capacity demand-supply equation is a forward-looking projection on the future flash memory requirements forecasted for these and other major companies in the next 5-10 years.
Anthony Moor:
We`ll be looking forward to your progress. Hope you will be joining us in the coming months....
(End of transcript)
SanDisk Schedules Teleconference to Discuss Fourth Quarter and Fiscal Year 2000 Financial Results for January 24, 2001
SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 17, 2001--SanDisk Corporation (Nasdaq:SNDK) plans to announce its fourth quarter and full year 2000 financial results after the market close on Wednesday, January 24, 2001.
A conference call to discuss the company`s results and outlook is scheduled for Wednesday, January 24, 2001 at 2:00 p.m. Pacific Time. The dial in number for the call is 973/872-3100. Please RSVP to SanDisk Investor Relations at 408/542-0585 or email to http: 1/4 1/4www.investor_relations@sandisk.com.
A replay will be available shortly after the end of the call at 402/220-0468 and will be accessible until Thursday, January 25, 2001 at 6:00 p.m. Pacific Time.
SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 17, 2001--SanDisk Corporation (Nasdaq:SNDK) plans to announce its fourth quarter and full year 2000 financial results after the market close on Wednesday, January 24, 2001.
A conference call to discuss the company`s results and outlook is scheduled for Wednesday, January 24, 2001 at 2:00 p.m. Pacific Time. The dial in number for the call is 973/872-3100. Please RSVP to SanDisk Investor Relations at 408/542-0585 or email to http: 1/4 1/4www.investor_relations@sandisk.com.
A replay will be available shortly after the end of the call at 402/220-0468 and will be accessible until Thursday, January 25, 2001 at 6:00 p.m. Pacific Time.
Advanced Micro Devices (AMD) und Palm (PALM) unterzeichnen eine Vereinbarung, danach wird AMD den Hersteller von handheld Computern mit Flash Memoryspeichern bis 2003 beliefern.
S P E I C H E R M E D I E N F Ü R D I G I T A L K A M E R A S
Fotografieren ohne Film
Der Wechselspeicher ist das Gedächtnis der Digitalkamera. Je größer seine Speicherkapazität ist, desto länger ist der Fotograf unabhängig von seinem PC. FOCUS Online erklärt, wie die verschiedenen Speichermedien funktionieren und worauf Sie beim Kauf achten sollten.
Größenvergleich:
Kameraspeicher versus Film
„Nie mehr neue Filme kaufen“ lautete eine der ersten Werbebotschaften im Zusammenhang mit digitalen Kameras. Bei vielen Fotografen weckte das die Hoffnung, nach Herzenslust knipsen zu können, ohne sich um Speicherplatz für die Filme kümmern zu müssen.
Leider schilderte die Werbung nur die Hälfte der Wahrheit: Statt auf Filme, die man nach 36 Fotos auswechseln muss, speichern Digitalkameras die Bilder auf Wechselspeicher, die sich beliebig oft bespielen lassen. Allerdings passen auf die mitgelieferten Speicherkarten in der Regel nur 20 Fotos, das ist weniger als auf einem Kleinbildfilm. Wenn man gespeicherte Aufnahmen nicht löschen will, kann man erst dann weiterarbeiten, wenn man die Fotos von der Karte auf den PC überspielt oder ausgedruckt hat.
Im Lieferumfang von Digitalkameras sind meist Speicherkarten mit maximal 20 MByte enthalten. Wer seine Urlaubsfotos digital aufnehmen möchte, sollte sich vorher mit genügend Ersatzspeicher eindecken, wenn er nicht unterwegs Anschluss an einen Drucker oder PC suchen möchte. Wechselspeicher gibt es in Fotofachgeschäften oder im PC-Handel zu kaufen.
Platzbedarf:
Wie viel Speicher braucht der Fotograf?
Je höher die Auflösung einer Kamera ist, desto mehr Speicherplatz belegt ein Bild. Die jüngste Kamerageneration arbeitet mit 3,3 Millionen Pixeln, ein Foto im JPEG-Format braucht knapp 1,5 MByte. Wer 36 Fotos in dieser hohen Auflösung schießen und speichern will, braucht also eine Speicherkarte mit rund 50 MByte.
Sollen noch mehr Aufnahmen auf die Karte passen, kann man entweder im Kameramenü eine geringere Auflösung oder eine stärkere Kompression wählen. Die erste Möglichkeit spart zwar am meisten Speicherplatz, ist allerdings nur dann ratsam, wenn man die Fotos nicht oder nur in kleinem Format ausdrucken möchte. Eine bessere Bildqualität bleibt erhalten, wenn man die hoch auflösenden Bilder stärker komprimiert. Diese Methode spart zwar nicht ganz so viel Speicherplatz, zeichnet aber alle wichtigen Bildinformationen auf, was der Druckqualität zugute kommt.
Speicherkarten-Poker:
Freie Auswahl für Digitalfotografen
Qualitativ gibt es bei den verschiedenen Speichermedien nur geringe Unterschiede. Beim Digitalkamerakauf sollten Sie Ihre Entscheidung nur dann von der Art des mitgelieferten Wechselspeichers abhängig machen, wenn Sie bereits ein Lesegerät, einen Adapter oder ein anderes elektronisches Gerät besitzen, mit dem der Wechselspeicher der Digitalkamera kompatibel sein sollte.
Wichtiger als die Art des Speichers ist die Größe der mitgelieferten Karte. Wenn einer Digitalkamera mit einer Auflösung von 3,3 Millionen Pixel lediglich ein 4- oder 8-MByte-Speicher beiliegt, ist der Speicherplatz zu knapp dimensioniert. Greifen Sie in einem solchen Fall lieber zu einem üppiger ausgestatteten Modell, oder versuchen Sie, den Händler zu einer kleinen Dreingabe zu überreden.
Vorgestellt:
Die Speicher im Einzelnen
In den aktuellen Digitalkameras verwenden die Hersteller sieben verschiedene Speicherkarten, die wir Ihnen auf den folgenden Seiten näher vorstellen. Die Typen unterscheiden sich in erster Linie in Speicherkapazität und Preis. Daneben spielen auch technische Details eine Rolle: Da gibt es Flash-Karten wie die am stärksten verbreiteten SmartMedia- und CompactFlash-Karten, selbstständige kleine Laufwerke wie das IBM Microdrive sowie Datenträger, die sich nicht überspielen lassen wie Sonys CD-R.
Die meisten Datenträger werden von verschiedenen Herstellern gefertigt. Da jedoch alle nach festgelegten Standards arbeiten, sind qualitative Unterschiede zwischen den Marken nicht festzustellen.
CD-R
CompactFlash-Karte
Diskette
IBM Microdrive
Iomega Clik!
SmartMedia-Karte
Sony Memory Stick
CompactFlash-Karte
Zwei Sorten der kleinen, robusten CompactFlash-Karten, die nicht nur in Digitalkameras ihren Dienst als Speicher tun, gibt es auf dem Markt. Da ist zum einen die herkömmliche Karte mit 3,3 mm Dicke und einer Speicherkapazität von bis zu 196 MByte.
Die zweite Sorte hat den Namenszusatz "Typ II" und ist knapp 2 mm dicker als die herkömmliche CF-Karte. Sie arbeitet ausschließlich mit Digitalkameras zusammen, die mit dem Zusatz "CompactFlash Typ II" ausgestattet sind. Moderne, Typ-II-fähige Kameras dagegen schreiben ihre Daten auch problemlos auf Karten des Typs I und sogar auf das 1 GByte starke IBM Microdrive schreiben.
Zum Auslesen der Fotos stehen 40 Mark teure PC-Card-Adapter und externe Lesegeräte zur Verfügung. Die Datenübertragung funktioniert bei den herkömmlichen Lesegeräten (rund 130 Mark) über die serielle Schnittstelle. Schneller geht`s mit Karten des Herstellers Lexar: Dessen USB-fähige CF-Karten zeichnen sich durch kurze Speicherzeiten und geringen Stromverbrauch aus und lassen sich mit dem mitgelieferten Kabel an die USB-Schnittstelle des PCs anschließen. Eine Karte mit 128 MByte kostet inklusive USB-Kabel 1100 Mark, für 16 MByte sind 180 Mark zu zahlen."
Technische Datem im Überblick
http://www.focus.de/D/DC/DCA/DCA33/DCA33F/dca33f.htm
Fotografieren ohne Film
Der Wechselspeicher ist das Gedächtnis der Digitalkamera. Je größer seine Speicherkapazität ist, desto länger ist der Fotograf unabhängig von seinem PC. FOCUS Online erklärt, wie die verschiedenen Speichermedien funktionieren und worauf Sie beim Kauf achten sollten.
Größenvergleich:
Kameraspeicher versus Film
„Nie mehr neue Filme kaufen“ lautete eine der ersten Werbebotschaften im Zusammenhang mit digitalen Kameras. Bei vielen Fotografen weckte das die Hoffnung, nach Herzenslust knipsen zu können, ohne sich um Speicherplatz für die Filme kümmern zu müssen.
Leider schilderte die Werbung nur die Hälfte der Wahrheit: Statt auf Filme, die man nach 36 Fotos auswechseln muss, speichern Digitalkameras die Bilder auf Wechselspeicher, die sich beliebig oft bespielen lassen. Allerdings passen auf die mitgelieferten Speicherkarten in der Regel nur 20 Fotos, das ist weniger als auf einem Kleinbildfilm. Wenn man gespeicherte Aufnahmen nicht löschen will, kann man erst dann weiterarbeiten, wenn man die Fotos von der Karte auf den PC überspielt oder ausgedruckt hat.
Im Lieferumfang von Digitalkameras sind meist Speicherkarten mit maximal 20 MByte enthalten. Wer seine Urlaubsfotos digital aufnehmen möchte, sollte sich vorher mit genügend Ersatzspeicher eindecken, wenn er nicht unterwegs Anschluss an einen Drucker oder PC suchen möchte. Wechselspeicher gibt es in Fotofachgeschäften oder im PC-Handel zu kaufen.
Platzbedarf:
Wie viel Speicher braucht der Fotograf?
Je höher die Auflösung einer Kamera ist, desto mehr Speicherplatz belegt ein Bild. Die jüngste Kamerageneration arbeitet mit 3,3 Millionen Pixeln, ein Foto im JPEG-Format braucht knapp 1,5 MByte. Wer 36 Fotos in dieser hohen Auflösung schießen und speichern will, braucht also eine Speicherkarte mit rund 50 MByte.
Sollen noch mehr Aufnahmen auf die Karte passen, kann man entweder im Kameramenü eine geringere Auflösung oder eine stärkere Kompression wählen. Die erste Möglichkeit spart zwar am meisten Speicherplatz, ist allerdings nur dann ratsam, wenn man die Fotos nicht oder nur in kleinem Format ausdrucken möchte. Eine bessere Bildqualität bleibt erhalten, wenn man die hoch auflösenden Bilder stärker komprimiert. Diese Methode spart zwar nicht ganz so viel Speicherplatz, zeichnet aber alle wichtigen Bildinformationen auf, was der Druckqualität zugute kommt.
Speicherkarten-Poker:
Freie Auswahl für Digitalfotografen
Qualitativ gibt es bei den verschiedenen Speichermedien nur geringe Unterschiede. Beim Digitalkamerakauf sollten Sie Ihre Entscheidung nur dann von der Art des mitgelieferten Wechselspeichers abhängig machen, wenn Sie bereits ein Lesegerät, einen Adapter oder ein anderes elektronisches Gerät besitzen, mit dem der Wechselspeicher der Digitalkamera kompatibel sein sollte.
Wichtiger als die Art des Speichers ist die Größe der mitgelieferten Karte. Wenn einer Digitalkamera mit einer Auflösung von 3,3 Millionen Pixel lediglich ein 4- oder 8-MByte-Speicher beiliegt, ist der Speicherplatz zu knapp dimensioniert. Greifen Sie in einem solchen Fall lieber zu einem üppiger ausgestatteten Modell, oder versuchen Sie, den Händler zu einer kleinen Dreingabe zu überreden.
Vorgestellt:
Die Speicher im Einzelnen
In den aktuellen Digitalkameras verwenden die Hersteller sieben verschiedene Speicherkarten, die wir Ihnen auf den folgenden Seiten näher vorstellen. Die Typen unterscheiden sich in erster Linie in Speicherkapazität und Preis. Daneben spielen auch technische Details eine Rolle: Da gibt es Flash-Karten wie die am stärksten verbreiteten SmartMedia- und CompactFlash-Karten, selbstständige kleine Laufwerke wie das IBM Microdrive sowie Datenträger, die sich nicht überspielen lassen wie Sonys CD-R.
Die meisten Datenträger werden von verschiedenen Herstellern gefertigt. Da jedoch alle nach festgelegten Standards arbeiten, sind qualitative Unterschiede zwischen den Marken nicht festzustellen.
CD-R
CompactFlash-Karte
Diskette
IBM Microdrive
Iomega Clik!
SmartMedia-Karte
Sony Memory Stick
CompactFlash-Karte
Zwei Sorten der kleinen, robusten CompactFlash-Karten, die nicht nur in Digitalkameras ihren Dienst als Speicher tun, gibt es auf dem Markt. Da ist zum einen die herkömmliche Karte mit 3,3 mm Dicke und einer Speicherkapazität von bis zu 196 MByte.
Die zweite Sorte hat den Namenszusatz "Typ II" und ist knapp 2 mm dicker als die herkömmliche CF-Karte. Sie arbeitet ausschließlich mit Digitalkameras zusammen, die mit dem Zusatz "CompactFlash Typ II" ausgestattet sind. Moderne, Typ-II-fähige Kameras dagegen schreiben ihre Daten auch problemlos auf Karten des Typs I und sogar auf das 1 GByte starke IBM Microdrive schreiben.
Zum Auslesen der Fotos stehen 40 Mark teure PC-Card-Adapter und externe Lesegeräte zur Verfügung. Die Datenübertragung funktioniert bei den herkömmlichen Lesegeräten (rund 130 Mark) über die serielle Schnittstelle. Schneller geht`s mit Karten des Herstellers Lexar: Dessen USB-fähige CF-Karten zeichnen sich durch kurze Speicherzeiten und geringen Stromverbrauch aus und lassen sich mit dem mitgelieferten Kabel an die USB-Schnittstelle des PCs anschließen. Eine Karte mit 128 MByte kostet inklusive USB-Kabel 1100 Mark, für 16 MByte sind 180 Mark zu zahlen."
Technische Datem im Überblick
http://www.focus.de/D/DC/DCA/DCA33/DCA33F/dca33f.htm
Der Chart von SNDK spricht für sich ...
Nicht mehr lange und wir sehen die 70 € wieder .
Meinungen ..
walfi
Nicht mehr lange und wir sehen die 70 € wieder .
Meinungen ..
walfi
SanDisk Announces Record Revenue and Operating Income for Fourth Quarter and Fiscal Year 2000
SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 24, 2001--SanDisk Corporation (NASDAQ:SNDK), the world`s largest supplier of flash memory data storage products, today announced record revenue for its fourth quarter ended December 31, 2000. Total fourth quarter revenues were $177.7 million, an increase of 115% from $82.8 million in the fourth quarter of 1999. Product revenues were $154.7 million, an increase of 121% from $69.9 million for the same period last year. Revenues from licenses and royalties were $22.9 million, up 78% from $12.9 million in the fourth quarter of 1999. Net income for the quarter was $29.5 million, up 194% compared to $10.0 million in the same period last year. In the fourth quarter of 2000, diluted earnings per share were $0.41, compared to $0.15 per share in the fourth quarter of 1999.
Total revenues for the fourth quarter increased by 4% over the third quarter of 2000. Product revenues increased 2% from $151.8 million in the third quarter of 2000. Revenues from licenses and royalties were 21% higher due primarily to retroactive royalties associated with the recently announced Lexar license agreement. Fourth quarter diluted earnings per share increased to $0.41 per share from $0.35 per share in the third quarter of 2000. Product gross margin improved to 34% from 33% in the third quarter.
Revenues for fiscal 2000 were $601.8 million, an increase of 144% from $247.0 million for the previous year, due to higher product sales and higher revenues from licenses and royalties. Product revenues increased 156% due primarily to increased sales of CompactFlash and MultiMediaCard products. Net income in 2000 was $298.7 million, or $4.11 per share, and included a one-time after tax gain of $204 million, or $2.81 per share, in the first quarter of 2000 from the conversion of SanDisk`s foundry investment in United Silicon Inc. into shares of United Microelectronics Corp. Excluding this one-time gain, net income for fiscal year 2000 was $94.7 million, or $1.30 per share, an increase of 202% compared to $0.43 per share for 1999 on a diluted basis.
"FY 2000 was the best year in SanDisk`s history," said Dr. Eli Harari, President and CEO of SanDisk. "We more than doubled sales and more than tripled earnings per share compared to 1999. Sales to Japan and Europe each exceeded the $100 million mark for the first time. Retail sales more than tripled compared to 1999. Despite supply constraints throughout most of the year, we shipped over 13 million units, up from 5 million in 1999. We believe we strengthened the fundamentals of our future business through our strategic partnership with Toshiba and our investments in a strong subcontractor supplier base in Taiwan, China, the Philippines and Japan, which gives us the flexibility to respond to global demand at competitive costs. Royalty income from our intellectual property and patents increased significantly and we ended the year with a strong balance sheet.
"Market conditions softened significantly in the fourth quarter due to slowing economic conditions. Product demand slowed, resulting in reduced backlog and low near-term order visibility. Our sales through the retail channel increased substantially in the fourth quarter, spurred by successful holiday sales of digital cameras. However, this was not sufficient to compensate for reduced orders from OEMs, who appear to be working down their existing inventories in a slowing economy. Consequently, our sales in the quarter, although a record, were below our internal expectations.
"We believe the current situation is likely to adversely impact the first one or two quarters of 2001 and are taking aggressive steps to manage our flash production output. We are actively managing our inventory and we expect it to return to historical levels by the second half of the year. We are also taking steps to manage expenses until we see a pickup in demand for our products. At the same time, we believe that we will need substantially more capacity of advanced flash wafers once the current market situation reverses, and are therefore continuing our investments in advanced flash technology and in the FlashVision manufacturing joint venture with Toshiba. We believe that the 512Mbit Nand flash technology resulting from this joint venture will contribute favorably to our competitiveness in the second half of the year, when we plan to have production output from FlashVision in Virginia.
"Despite the near term market lull, we are optimistic that SanDisk has the opportunity to leverage our leading-edge technology and products to further improve our competitive position in 2001. We are encouraged by the large number of new design wins for our products which we believe should result in renewed growth when these products are introduced to the market later this year. Every one of the markets addressed by SanDisk, digital consumer electronics, digital wireless, internet appliances and telecommunications infrastructure, is in its relatively early formative stages, with accelerating growth predicted by industry analysts over the next few years."
SanDisk completed the lease financing for its FlashVision foundry joint venture with Toshiba on December 27, 2000. The amount of the lease facility from a bank syndication was $215 million, which is guaranteed by SanDisk on behalf of FlashVision.
Business Outlook:
The financial projections contained herein are based on limited information available to us now, which is highly likely to change over time. Although our projections and the factors influencing them will likely change, we do not plan to update them.
Presently, weak worldwide economic conditions and uncertainty make it difficult to predict future market demand. We currently believe that our first quarter sales will be adversely impacted by seasonality, increased pricing pressures and slowing demand from OEMs as they continue their inventory corrections, resulting in product revenues 15% - 20% below the just completed quarter, and earnings per share approximately in line with first quarter results of a year ago, excluding the one-time gain on foundry investment. Although the recent economic uncertainty makes it difficult to predict results for fiscal 2001, we are currently projecting annual revenues approximately 30% higher than in 2000, with most of the product sales growth occurring in the second half of the year based on market acceptance of new design wins for our products. Fiscal year 2001 earnings per share are currently projected to grow slightly from 2000, excluding the one-time gain on foundry investment. Product gross margins for 2001 are expected to be 30%, plus or minus a couple of points, due in part to pricing pressures and significant expenses associated with the FlashVision fab production start up. These results could differ materially if the slowdown continues into the second half of the year or the global economy goes into a recession.
This news release contains certain forward looking statements including our expectations for future product revenues and bookings, average selling prices, gross margin and profits that are based on current expectations and involve risks and uncertainties that may significantly and adversely affect our business, financial condition and results of operations. In addition to the factors discussed above, other risks include: the timely introduction and acceptance of new consumer products that incorporate our flash storage devices; slower than expected growth in the emerging markets for our products which may result in reduced sales and increased inventory; the availability of adequate supply of flash memory wafers from UMC in Taiwan and from other sources; the availability of other critical materials and components; the timely and successful manufacturing ramp up of new product generations; increased expenses and fluctuations in operating results and yields related to the startup of wafer production at our FlashVision foundry joint venture; future average selling price erosion due to excess capacity and price competition that is more severe than normal learning curve price reductions; the continued successful management of assembly operations in China, Taiwan and the Philippines; seasonality of product sales; success in developing brand name preference and an efficient distribution system for SanDisk`s products in the retail channel; economic conditions and exchange rates in Japan, the Pacific Rim, Europe and other geographic regions as they affect SanDisk`s customers; the successful development and launch of our Secure Digital card products; and the other risks detailed from time to time in our Securities and Exchange Commission filings and reports, including, but not limited to, the Form 10-Q for the quarter ended September 30, 2000 and the Annual Report on Form 10-K for the year ended December 31, 1999. Future results may differ materially from those previously reported. We assume no obligation to update the information in this release.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
SanDisk`s fourth quarter 2000 conference call is scheduled for 2:00 p.m. PDT, Wednesday, January 24th. The phone number is (973) 872-3100. A replay will be available shortly after the end of the call at (402) 220-0468 and will be accessible until Thursday, January 25, 2001 at 6:00 p.m. Pacific Time.
SanDisk`s web site / home page address: http://www.sandisk.com
CompactFlash and CF are trademarks of SanDisk Corporation.
SanDisk Corporation
Condensed Consolidated Statements of Income
(In thousands, except per share data)
Three months ended Year ended
December 31, December 31,
2000 1999 2000 1999
Revenues:
Product $ 154,721 $ 69,920 $ 526,359 $ 205,770
License and
royalty 22,934 12,851 75,453 41,220
Total revenues 177,655 82,771 601,812 246,990
Cost of sales 102,871 50,879 357,017 152,143
Gross profits 74,784 31,892 244,795 94,847
Operating expenses:
Research and
development 13,219 8,721 46,057 26,883
Sales and
marketing 14,718 7,719 49,286 25,294
General and
administrative 6,119 4,204 24,786 12,585
Total operating
expenses 34,056 20,644 120,129 64,762
Operating income 40,728 11,248 124,666 30,085
Interest income 5,495 4,000 22,786 8,280
Gain on investment
in foundry -- -- 344,168 --
Other income
(expense), net (89) (281) 572 1,261
Income before taxes 46,134 14,967 492,192 39,626
Provision for
income taxes 16,604 4,939 193,520 13,076
Net income $ 29,530 $ 10,028 $ 298,672 $ 26,550
Net income per share
Basic $ 0.44 $ 0.16 $ 4.47 $ 0.48
Diluted $ 0.41 $ 0.15 $ 4.11 $ 0.43
Shares used in
computing net income
per share
Basic 67,392 61,284 66,861 55,834
Diluted 72,151 67,081 72,651 61,433
SanDisk Corporation
Condensed Consolidated Balance Sheets
(In thousands)
ASSETS December 31, 2000 December 31, 1999
Current Assets:
Cash and cash equivalents $ 106,277 $ 146,170
Short-term investments 260,462 311,049
Investment in UMC 112,854 --
Accounts receivable, net 104,617 52,434
Inventories 96,600 35,679
Deferred tax assets 7,066 17,000
Prepaid expenses and other
current assets 9,431 6,058
Total current assets 697,307 568,390
Property and equipment, net 41,095 31,788
Investment in UMC 197,688 51,208
Investment in joint venture 134,730 --
Investment in equity securities 7,200 --
Deposits and other assets 29,887 6,338
Total Assets $1,107,907 $ 657,724
LIABILITIES AND
STOCKHOLDERS` EQUITY
Current Liabilities:
Accounts payable $ 67,112 $ 30,734
Accrued payroll and related expenses 16,215 8,259
Income taxes payable 16,427 5,843
Other accrued liabilities 20,863 11,378
Deferred revenue 50,740 29,383
Total current liabilities 171,357 85,597
Deferred taxes and other liabilities 73,492 --
Total liabilities 244,849 85,597
Stockholders` Equity:
Common stock 567,001 524,131
Retained earnings 296,057 47,996
Total stockholders` equity 863,058 572,127
Total Liabilities and
Stockholders` Equity $1,107,907 $ 657,724
SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 24, 2001--SanDisk Corporation (NASDAQ:SNDK), the world`s largest supplier of flash memory data storage products, today announced record revenue for its fourth quarter ended December 31, 2000. Total fourth quarter revenues were $177.7 million, an increase of 115% from $82.8 million in the fourth quarter of 1999. Product revenues were $154.7 million, an increase of 121% from $69.9 million for the same period last year. Revenues from licenses and royalties were $22.9 million, up 78% from $12.9 million in the fourth quarter of 1999. Net income for the quarter was $29.5 million, up 194% compared to $10.0 million in the same period last year. In the fourth quarter of 2000, diluted earnings per share were $0.41, compared to $0.15 per share in the fourth quarter of 1999.
Total revenues for the fourth quarter increased by 4% over the third quarter of 2000. Product revenues increased 2% from $151.8 million in the third quarter of 2000. Revenues from licenses and royalties were 21% higher due primarily to retroactive royalties associated with the recently announced Lexar license agreement. Fourth quarter diluted earnings per share increased to $0.41 per share from $0.35 per share in the third quarter of 2000. Product gross margin improved to 34% from 33% in the third quarter.
Revenues for fiscal 2000 were $601.8 million, an increase of 144% from $247.0 million for the previous year, due to higher product sales and higher revenues from licenses and royalties. Product revenues increased 156% due primarily to increased sales of CompactFlash and MultiMediaCard products. Net income in 2000 was $298.7 million, or $4.11 per share, and included a one-time after tax gain of $204 million, or $2.81 per share, in the first quarter of 2000 from the conversion of SanDisk`s foundry investment in United Silicon Inc. into shares of United Microelectronics Corp. Excluding this one-time gain, net income for fiscal year 2000 was $94.7 million, or $1.30 per share, an increase of 202% compared to $0.43 per share for 1999 on a diluted basis.
"FY 2000 was the best year in SanDisk`s history," said Dr. Eli Harari, President and CEO of SanDisk. "We more than doubled sales and more than tripled earnings per share compared to 1999. Sales to Japan and Europe each exceeded the $100 million mark for the first time. Retail sales more than tripled compared to 1999. Despite supply constraints throughout most of the year, we shipped over 13 million units, up from 5 million in 1999. We believe we strengthened the fundamentals of our future business through our strategic partnership with Toshiba and our investments in a strong subcontractor supplier base in Taiwan, China, the Philippines and Japan, which gives us the flexibility to respond to global demand at competitive costs. Royalty income from our intellectual property and patents increased significantly and we ended the year with a strong balance sheet.
"Market conditions softened significantly in the fourth quarter due to slowing economic conditions. Product demand slowed, resulting in reduced backlog and low near-term order visibility. Our sales through the retail channel increased substantially in the fourth quarter, spurred by successful holiday sales of digital cameras. However, this was not sufficient to compensate for reduced orders from OEMs, who appear to be working down their existing inventories in a slowing economy. Consequently, our sales in the quarter, although a record, were below our internal expectations.
"We believe the current situation is likely to adversely impact the first one or two quarters of 2001 and are taking aggressive steps to manage our flash production output. We are actively managing our inventory and we expect it to return to historical levels by the second half of the year. We are also taking steps to manage expenses until we see a pickup in demand for our products. At the same time, we believe that we will need substantially more capacity of advanced flash wafers once the current market situation reverses, and are therefore continuing our investments in advanced flash technology and in the FlashVision manufacturing joint venture with Toshiba. We believe that the 512Mbit Nand flash technology resulting from this joint venture will contribute favorably to our competitiveness in the second half of the year, when we plan to have production output from FlashVision in Virginia.
"Despite the near term market lull, we are optimistic that SanDisk has the opportunity to leverage our leading-edge technology and products to further improve our competitive position in 2001. We are encouraged by the large number of new design wins for our products which we believe should result in renewed growth when these products are introduced to the market later this year. Every one of the markets addressed by SanDisk, digital consumer electronics, digital wireless, internet appliances and telecommunications infrastructure, is in its relatively early formative stages, with accelerating growth predicted by industry analysts over the next few years."
SanDisk completed the lease financing for its FlashVision foundry joint venture with Toshiba on December 27, 2000. The amount of the lease facility from a bank syndication was $215 million, which is guaranteed by SanDisk on behalf of FlashVision.
Business Outlook:
The financial projections contained herein are based on limited information available to us now, which is highly likely to change over time. Although our projections and the factors influencing them will likely change, we do not plan to update them.
Presently, weak worldwide economic conditions and uncertainty make it difficult to predict future market demand. We currently believe that our first quarter sales will be adversely impacted by seasonality, increased pricing pressures and slowing demand from OEMs as they continue their inventory corrections, resulting in product revenues 15% - 20% below the just completed quarter, and earnings per share approximately in line with first quarter results of a year ago, excluding the one-time gain on foundry investment. Although the recent economic uncertainty makes it difficult to predict results for fiscal 2001, we are currently projecting annual revenues approximately 30% higher than in 2000, with most of the product sales growth occurring in the second half of the year based on market acceptance of new design wins for our products. Fiscal year 2001 earnings per share are currently projected to grow slightly from 2000, excluding the one-time gain on foundry investment. Product gross margins for 2001 are expected to be 30%, plus or minus a couple of points, due in part to pricing pressures and significant expenses associated with the FlashVision fab production start up. These results could differ materially if the slowdown continues into the second half of the year or the global economy goes into a recession.
This news release contains certain forward looking statements including our expectations for future product revenues and bookings, average selling prices, gross margin and profits that are based on current expectations and involve risks and uncertainties that may significantly and adversely affect our business, financial condition and results of operations. In addition to the factors discussed above, other risks include: the timely introduction and acceptance of new consumer products that incorporate our flash storage devices; slower than expected growth in the emerging markets for our products which may result in reduced sales and increased inventory; the availability of adequate supply of flash memory wafers from UMC in Taiwan and from other sources; the availability of other critical materials and components; the timely and successful manufacturing ramp up of new product generations; increased expenses and fluctuations in operating results and yields related to the startup of wafer production at our FlashVision foundry joint venture; future average selling price erosion due to excess capacity and price competition that is more severe than normal learning curve price reductions; the continued successful management of assembly operations in China, Taiwan and the Philippines; seasonality of product sales; success in developing brand name preference and an efficient distribution system for SanDisk`s products in the retail channel; economic conditions and exchange rates in Japan, the Pacific Rim, Europe and other geographic regions as they affect SanDisk`s customers; the successful development and launch of our Secure Digital card products; and the other risks detailed from time to time in our Securities and Exchange Commission filings and reports, including, but not limited to, the Form 10-Q for the quarter ended September 30, 2000 and the Annual Report on Form 10-K for the year ended December 31, 1999. Future results may differ materially from those previously reported. We assume no obligation to update the information in this release.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
SanDisk`s fourth quarter 2000 conference call is scheduled for 2:00 p.m. PDT, Wednesday, January 24th. The phone number is (973) 872-3100. A replay will be available shortly after the end of the call at (402) 220-0468 and will be accessible until Thursday, January 25, 2001 at 6:00 p.m. Pacific Time.
SanDisk`s web site / home page address: http://www.sandisk.com
CompactFlash and CF are trademarks of SanDisk Corporation.
SanDisk Corporation
Condensed Consolidated Statements of Income
(In thousands, except per share data)
Three months ended Year ended
December 31, December 31,
2000 1999 2000 1999
Revenues:
Product $ 154,721 $ 69,920 $ 526,359 $ 205,770
License and
royalty 22,934 12,851 75,453 41,220
Total revenues 177,655 82,771 601,812 246,990
Cost of sales 102,871 50,879 357,017 152,143
Gross profits 74,784 31,892 244,795 94,847
Operating expenses:
Research and
development 13,219 8,721 46,057 26,883
Sales and
marketing 14,718 7,719 49,286 25,294
General and
administrative 6,119 4,204 24,786 12,585
Total operating
expenses 34,056 20,644 120,129 64,762
Operating income 40,728 11,248 124,666 30,085
Interest income 5,495 4,000 22,786 8,280
Gain on investment
in foundry -- -- 344,168 --
Other income
(expense), net (89) (281) 572 1,261
Income before taxes 46,134 14,967 492,192 39,626
Provision for
income taxes 16,604 4,939 193,520 13,076
Net income $ 29,530 $ 10,028 $ 298,672 $ 26,550
Net income per share
Basic $ 0.44 $ 0.16 $ 4.47 $ 0.48
Diluted $ 0.41 $ 0.15 $ 4.11 $ 0.43
Shares used in
computing net income
per share
Basic 67,392 61,284 66,861 55,834
Diluted 72,151 67,081 72,651 61,433
SanDisk Corporation
Condensed Consolidated Balance Sheets
(In thousands)
ASSETS December 31, 2000 December 31, 1999
Current Assets:
Cash and cash equivalents $ 106,277 $ 146,170
Short-term investments 260,462 311,049
Investment in UMC 112,854 --
Accounts receivable, net 104,617 52,434
Inventories 96,600 35,679
Deferred tax assets 7,066 17,000
Prepaid expenses and other
current assets 9,431 6,058
Total current assets 697,307 568,390
Property and equipment, net 41,095 31,788
Investment in UMC 197,688 51,208
Investment in joint venture 134,730 --
Investment in equity securities 7,200 --
Deposits and other assets 29,887 6,338
Total Assets $1,107,907 $ 657,724
LIABILITIES AND
STOCKHOLDERS` EQUITY
Current Liabilities:
Accounts payable $ 67,112 $ 30,734
Accrued payroll and related expenses 16,215 8,259
Income taxes payable 16,427 5,843
Other accrued liabilities 20,863 11,378
Deferred revenue 50,740 29,383
Total current liabilities 171,357 85,597
Deferred taxes and other liabilities 73,492 --
Total liabilities 244,849 85,597
Stockholders` Equity:
Common stock 567,001 524,131
Retained earnings 296,057 47,996
Total stockholders` equity 863,058 572,127
Total Liabilities and
Stockholders` Equity $1,107,907 $ 657,724
SANDISK <SNDK.O> SEES SLOWING ECONOMY AFFECTING FIRST TWO QUARTERS OF 2001
nachbörslich minus 20 %
nachbörslich minus 20 %
UPDATE 1-SanDisk reports Q4 slowdown, shares tumble
(Updates share price movement, adds details)
SUNNYVALE, Calif., Jan 24 (Reuters) - SanDisk Corp. <SNDK.O>, the world`s largest supplier of flash memory chips used in digital cameras and handheld devices, reported a sharp slowdown in fourth quarter sales on Wednesday, a slump it said could continue through the first half of this year.
Shares in SanDisk fell by over 20 percent in after hours trade to $35- on Instinet from a Nasdaq close of $46-3/16.
SanDisk reported revenues in the quarter ending Dec. 31 of $177.7 million, below internal projections and 12 percent below the average Wall Street forecast, according to First Call/Thomson Financial.
"Market conditions softened significantly in the fourth quarter due to slowing economic conditions. Product demand slowed, resulting in reduced backlog and low near-term order visibility," Eli Harari, SanDisk`s president and chief executive, said in a statement.
SanDisk`s flash memory cards are microchips that can capture and erase data quickly and feature in a range of new consumer electronics, including Nintendo Co.<7974.OS> game machines and handheld organizers by Palm Inc <PALM.O>.
The company said manufacturers that market its flash memory cards under their own brands were running down their inventory levels given the slowdown in the economy and said its sales could be hurt for the first two quarters this year.
SanDisk said that it would slow production and run down inventories to historical levels in the first half of 2001, in anticipation of a rebound in demand when new memory-hungry consumer products come to market in the second-half.
Net income for the fourth quarter was $29.5 million, or 41 cents per diluted share. The average forecast had been for operating earnings of 37 cents per share, according to First Call/Thomson Financial.
SanDisk, which has built its strategy on falling prices and surging demand for flash memory applications in coming years, forecast that while revenues for 2001 would grow about 30 percent, earnings per share would be up only slightly.
That forecast could prove overstated if the slowdown continues into the second half of the year or the global economy goes into a recession, the company said.
SanDisk has a joint production venture with Toshiba Corp. <6502.T> for a high-capacity flash memory card to market for cell phones, digital cameras and MP3 digital audio players.
SanDisk completed a $215 million financing agreement for a new foundry to make the new flash memory cards in December and said on Wednesday that it would continue with the project on the view that the new capacity will be needed.
Harari has said he expects the new, postage-sized 512-megabit flash cards to be able to maintain a competitive edge in capacity for the next year to 18 months.
Toshiba shares were down 2.82 percent in Tokyo trade on Thursday to 758 yen.
((Kevin Krolicki, Los Angeles bureau, 213 955 6760, fax 213 622 0056))
REUTERS
(Updates share price movement, adds details)
SUNNYVALE, Calif., Jan 24 (Reuters) - SanDisk Corp. <SNDK.O>, the world`s largest supplier of flash memory chips used in digital cameras and handheld devices, reported a sharp slowdown in fourth quarter sales on Wednesday, a slump it said could continue through the first half of this year.
Shares in SanDisk fell by over 20 percent in after hours trade to $35- on Instinet from a Nasdaq close of $46-3/16.
SanDisk reported revenues in the quarter ending Dec. 31 of $177.7 million, below internal projections and 12 percent below the average Wall Street forecast, according to First Call/Thomson Financial.
"Market conditions softened significantly in the fourth quarter due to slowing economic conditions. Product demand slowed, resulting in reduced backlog and low near-term order visibility," Eli Harari, SanDisk`s president and chief executive, said in a statement.
SanDisk`s flash memory cards are microchips that can capture and erase data quickly and feature in a range of new consumer electronics, including Nintendo Co.<7974.OS> game machines and handheld organizers by Palm Inc <PALM.O>.
The company said manufacturers that market its flash memory cards under their own brands were running down their inventory levels given the slowdown in the economy and said its sales could be hurt for the first two quarters this year.
SanDisk said that it would slow production and run down inventories to historical levels in the first half of 2001, in anticipation of a rebound in demand when new memory-hungry consumer products come to market in the second-half.
Net income for the fourth quarter was $29.5 million, or 41 cents per diluted share. The average forecast had been for operating earnings of 37 cents per share, according to First Call/Thomson Financial.
SanDisk, which has built its strategy on falling prices and surging demand for flash memory applications in coming years, forecast that while revenues for 2001 would grow about 30 percent, earnings per share would be up only slightly.
That forecast could prove overstated if the slowdown continues into the second half of the year or the global economy goes into a recession, the company said.
SanDisk has a joint production venture with Toshiba Corp. <6502.T> for a high-capacity flash memory card to market for cell phones, digital cameras and MP3 digital audio players.
SanDisk completed a $215 million financing agreement for a new foundry to make the new flash memory cards in December and said on Wednesday that it would continue with the project on the view that the new capacity will be needed.
Harari has said he expects the new, postage-sized 512-megabit flash cards to be able to maintain a competitive edge in capacity for the next year to 18 months.
Toshiba shares were down 2.82 percent in Tokyo trade on Thursday to 758 yen.
((Kevin Krolicki, Los Angeles bureau, 213 955 6760, fax 213 622 0056))
REUTERS
ich denke, ein abschlag von 30 % ist etwas viel, das KGV liegt nun unter 20.
habe zu 35 nachgekauft, mal sehen, was passiert ...
leider geht island.com gerade nicht.
habe zu 35 nachgekauft, mal sehen, was passiert ...
leider geht island.com gerade nicht.
@ Pitu:
Ich gratuliere Dir zu Deinem Mut - die Situation ist nicht besonders ...
Ich drücke Dir die Daumen, dass Du recht behältst. Ich bin dank Stopp-Loss noch mit nem kleinen Gewinn rausgekommen und warte erstmal, was bei Silicon Storage (SSTI) passiert ...
Zu Sandisk:
An der Börse wird die Zukunft gehandelt - und das ist der Knackpunkt.
Im Q4-Bericht spricht das Management nämlich von drastischen Einbrüchen im abgelaufenen Quartal. Das konnte zwar das Rekordergebinis für 2000 nicht mehr negativ beeinflussen, aber Sandisk verkündet einbrechende Umsatzzahlen für mindestens (!) das 1. und 2. Quartal 2001.
Und das ist momentan Gift an der Börse.
Das Fazit: Kurssturz um 30% (25.1., 19 Uhr)
Aber es kam noch dicker - auch die Analysten haben gleich zugeschlagen. Merryl Lynch und Morgan Stanley stuften die Aktie sofort herab - Morgan Stanley gleich mal auf "Neutral".
Moritz
Ich gratuliere Dir zu Deinem Mut - die Situation ist nicht besonders ...
Ich drücke Dir die Daumen, dass Du recht behältst. Ich bin dank Stopp-Loss noch mit nem kleinen Gewinn rausgekommen und warte erstmal, was bei Silicon Storage (SSTI) passiert ...
Zu Sandisk:
An der Börse wird die Zukunft gehandelt - und das ist der Knackpunkt.
Im Q4-Bericht spricht das Management nämlich von drastischen Einbrüchen im abgelaufenen Quartal. Das konnte zwar das Rekordergebinis für 2000 nicht mehr negativ beeinflussen, aber Sandisk verkündet einbrechende Umsatzzahlen für mindestens (!) das 1. und 2. Quartal 2001.
Und das ist momentan Gift an der Börse.
Das Fazit: Kurssturz um 30% (25.1., 19 Uhr)
Aber es kam noch dicker - auch die Analysten haben gleich zugeschlagen. Merryl Lynch und Morgan Stanley stuften die Aktie sofort herab - Morgan Stanley gleich mal auf "Neutral".
Moritz
ok, von kurszielen von 70 bis 90 USD in wenigen monaten können wir uns verabschieden, aber das umsatzwachstum beträgt immerhin 30 % bei einem KGV von etwa 20. da sollte eine erholung bis mindestens 40 Euro demnächst drin sein, vielleicht gehe ich dann ja raus. zumindest scheint sich heute zwischen 31 und 32 USD ein boden herausgebildet zu haben, während die nasdaq insgesamt weiter fällt. und bei island.com überwiegen zahlenmäßi bereits die käufer!
Mir ist nach wie vor nicht klar, wie deren Aussage zu diesem Umsatzrückgang kommt.
Dieses Flashkarten werden in der jetzigen Zeit immer weniger im PC Bereich direkt eingesetzt. Das Haupteinsatzgebiet ist der Photomarkt. Es machen zur Zeit immer mehr Läden auf, die sich auf elektronische Kameras spezialisiert haben. Auf der Cebit wird es etliche Neuerungen geben. Die Nachfrage ist hier ungebrochen. Viele Käufer haben sich zur Zeit gescheut zusätzliche Karten zu kaufen, da diese noch relative teuer waren. Dies sollte jetzt anders sein. Ich sehe diesen drastischen Einbruch nicht.
Dieses Flashkarten werden in der jetzigen Zeit immer weniger im PC Bereich direkt eingesetzt. Das Haupteinsatzgebiet ist der Photomarkt. Es machen zur Zeit immer mehr Läden auf, die sich auf elektronische Kameras spezialisiert haben. Auf der Cebit wird es etliche Neuerungen geben. Die Nachfrage ist hier ungebrochen. Viele Käufer haben sich zur Zeit gescheut zusätzliche Karten zu kaufen, da diese noch relative teuer waren. Dies sollte jetzt anders sein. Ich sehe diesen drastischen Einbruch nicht.
@ Tester1a
Genau das Problem verstehe ich auch nicht ganz.
Aber es steht ja so im Quartalsbericht. Vielleicht haben die ja auf Halde produziert ... ;-))
Außerdem habe ich heute morgen auf n-TV einen Bericht über Toshiba (Japan) gesehen, wo haargenau die Erwartungen für den Chip-Markt für Digitalkameras drastisch heruntergeschraubt wurden.
Da geht es zwar um ganz andere Chips, aber wenn die Ursache die Kameras selbst sind (nur ein Gedankenspiel) - dann werden wohl die Flash-Memory-Hersteller zeitweise Probleme kriegen. Langfristig sehe ich da keine Probleme.
Ich bin jetzt wirklich auf die Zahlen von Silicon Storage (SSTI) gespannt - die kommen am 1.2. ...
Vom Potential (Bewertung) ist das für mich eh das aussichtsreichere Investment.
Moritz
Genau das Problem verstehe ich auch nicht ganz.
Aber es steht ja so im Quartalsbericht. Vielleicht haben die ja auf Halde produziert ... ;-))
Außerdem habe ich heute morgen auf n-TV einen Bericht über Toshiba (Japan) gesehen, wo haargenau die Erwartungen für den Chip-Markt für Digitalkameras drastisch heruntergeschraubt wurden.
Da geht es zwar um ganz andere Chips, aber wenn die Ursache die Kameras selbst sind (nur ein Gedankenspiel) - dann werden wohl die Flash-Memory-Hersteller zeitweise Probleme kriegen. Langfristig sehe ich da keine Probleme.
Ich bin jetzt wirklich auf die Zahlen von Silicon Storage (SSTI) gespannt - die kommen am 1.2. ...
Vom Potential (Bewertung) ist das für mich eh das aussichtsreichere Investment.
Moritz
nachbörslich 33,25 USD
schlechte zahlen von nokia sowie die unsicherheit über die amerikanische konjunktur und den zinsschritt - da hat mich heute doch der mut verlassen und ich habe 2/3 meiner SNDK exakt zum kaufkurs vom november 1999 verkauft.
hi pitu
ssti,
sollte man heute schon einsteigen, oder lieber auf morgen warten. Wenn sie auch schlechte Aussichten bringen, wäre es heute verkehrt, aber wenn sie einen guten ausblick bringen würden, zusätzlich zu guten Ergebnissen, würde der Kurs sofort (von 14) auf 20 steigen, damit wäre es zu spät. Oder?
ssti,
sollte man heute schon einsteigen, oder lieber auf morgen warten. Wenn sie auch schlechte Aussichten bringen, wäre es heute verkehrt, aber wenn sie einen guten ausblick bringen würden, zusätzlich zu guten Ergebnissen, würde der Kurs sofort (von 14) auf 20 steigen, damit wäre es zu spät. Oder?
@yess
Hoffe, dass Du nichts dagegen hast, wenn ich Dir ´ne Meinung bzgl. SSTI abgebe!
Alle, also wirklich alle warten gespannt auf das Ergebniss am Do.! Die Anzahl der heute gehandelten Aktien spiegelt dies eindeutig wider!
Angenommen SSTI meldet Rekord-Ergebnisse und gibt auch für die Zukunft keine Warnung raus (ist gut möglich, da das Produktfolio von SSTI sehr breit ist und sie nicht nur von einer Sparte abhängen!), wird der Kurs sicher um 20-30 % steigen! Aber selbst dann wäre es noch ein sehr günstiger Einstieg, denn bei einem fairen KGV von 30 bezogen auf eine Gewinnerwartung von 2,90$ ergäbe dies einen Kurs von ca. 60$ ! Also wenn Du sicher gehen willst, dann warte die Ergebnisse ab! Ich jedenfalls bin sehr bullish!
Grüsse S_H
Hoffe, dass Du nichts dagegen hast, wenn ich Dir ´ne Meinung bzgl. SSTI abgebe!
Alle, also wirklich alle warten gespannt auf das Ergebniss am Do.! Die Anzahl der heute gehandelten Aktien spiegelt dies eindeutig wider!
Angenommen SSTI meldet Rekord-Ergebnisse und gibt auch für die Zukunft keine Warnung raus (ist gut möglich, da das Produktfolio von SSTI sehr breit ist und sie nicht nur von einer Sparte abhängen!), wird der Kurs sicher um 20-30 % steigen! Aber selbst dann wäre es noch ein sehr günstiger Einstieg, denn bei einem fairen KGV von 30 bezogen auf eine Gewinnerwartung von 2,90$ ergäbe dies einen Kurs von ca. 60$ ! Also wenn Du sicher gehen willst, dann warte die Ergebnisse ab! Ich jedenfalls bin sehr bullish!
Grüsse S_H
Sorry!
Natürlich läge der faire Kurs dann bei 90$ und nicht 60$ !
S_H
Natürlich läge der faire Kurs dann bei 90$ und nicht 60$ !
S_H
SSTI hat eine positive überraschung stets angekündigt, diesmal nicht. allerdings wäre selbst ein erreichen der planzahlen incl. gutem ausblick für einen kurssprung verantwortlich. stutzig macht mich nach wie vor die verschiebung der veröffentlichung der zahlen, und daß es so ruhig ist, von seiten SSTI. ich halte meine SSTI, kaufen würde ich momentan erst nach den zahlen (und der FED-sitzung!).
SanDisk Appoints Kathy Curtin Young to Vice President of Worldwide Procurement Business Editors
SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 31, 2001--SanDisk Corporation (Nasdaq:SNDK), the world`s largest supplier of flash memory cards, today announced the appointment of Kathy Curtin Young to vice president of worldwide procurement. Young, with over 25 years of purchasing and operations experience, will report to Ralph Hudson, senior vice president of worldwide operations. The newly-created position is effective immediately.
In her new role, Young will manage the procurement of materials and services crucial to SanDisk`s continuing profitability and success. She will also ensure SanDisk retains the best talent, processes and suppliers, resulting in competitive pricing and solid infrastructure for flash memory production.
Previously, Young had created and implemented product cost models, re-engineered procurement standards, designed and implemented product cost profile systems that resulted in cost reductions for numerous companies. Before joining SanDisk, Young was senior director of supply chain management at Data General Corporation and vice president of worldwide materials at US Robotics/3Com. She was also vice president of worldwide supplier management at AST Research and vice president of corporate materials and general manager at Connor Peripherals. Young also spent several years at IBM in key management positions.
SUNNYVALE, Calif.--(BUSINESS WIRE)--Jan. 31, 2001--SanDisk Corporation (Nasdaq:SNDK), the world`s largest supplier of flash memory cards, today announced the appointment of Kathy Curtin Young to vice president of worldwide procurement. Young, with over 25 years of purchasing and operations experience, will report to Ralph Hudson, senior vice president of worldwide operations. The newly-created position is effective immediately.
In her new role, Young will manage the procurement of materials and services crucial to SanDisk`s continuing profitability and success. She will also ensure SanDisk retains the best talent, processes and suppliers, resulting in competitive pricing and solid infrastructure for flash memory production.
Previously, Young had created and implemented product cost models, re-engineered procurement standards, designed and implemented product cost profile systems that resulted in cost reductions for numerous companies. Before joining SanDisk, Young was senior director of supply chain management at Data General Corporation and vice president of worldwide materials at US Robotics/3Com. She was also vice president of worldwide supplier management at AST Research and vice president of corporate materials and general manager at Connor Peripherals. Young also spent several years at IBM in key management positions.
SanDisk and Zoran Cooperate to Develop MPEG-4 Technology for Digital Cameras; Pact To Give Both
Companies A Strong Foothold In New Markets For Imaging Products
ORLANDO, Fla.--(BUSINESS WIRE)--Feb. 9, 2001--SanDisk Corporation (Nasdaq:SNDK) and Zoran Corporation
(Nasdaq:ZRAN) announced today that they will partner to accelerate the development of MPEG-4 capable digital cameras, flash
memory cards and standards. Under a memorandum of understanding signed by both firms, Zoran will integrate new MPEG-4
technologies and other features into its highly successful COACH (Camera On a Chip) processor with SanDisk`s technical support,
marketing inputs and partial funding. Both companies will collaborate in adding MPEG-4 technology to digital camera systems and flash
memory. The new chip will be optimized to work in future digital cameras that use MultiMediaCards, Secure Digital flash memory
cards, CompactFlash(TM) cards and TriFlash components produced by SanDisk.
Products resulting from the partnership will be designed to work with new MPEG-4 compression technology for adding high quality
compressed video clips into future digital cameras. MPEG-4 is expected to become a major audio-imaging-video compression
standard that can be incorporated into digital cameras, PCs and mobile phones. Availability of digital cameras that incorporate the new
chip is currently projected for the second half of next year. Zoran will sell the MPEG-4 enabled COACH chips, while SanDisk will
provide the Secure Digital flash memory cards and MultiMediaCards.
The announcement was made at the annual Photo Marketing Association (PMA) trade show where SanDisk (Booth 3137) and Zoran
(Booth X1) will display and demonstrate products.
Eli Harari, CEO and president of SanDisk, said, "We are very pleased to be working closely with Zoran because we believe they have
one of the best and most experienced engineering teams in the world for imaging and multimedia technologies serving the consumer
marketplace. We believe that the new features incorporated in this jointly developed chip and offered at a relatively small incremental
cost to camera manufacturers will broaden the appeal of digital cameras and will accelerate the consumer drive towards the use of our
flash memory cards with significantly higher storage capacities."
Levy Gerzberg, CEO and president of Zoran, said, "It is a pleasure to be working with SanDisk, a leader and innovator in the flash
memory market. This collaboration will allow both companies to produce reference designs for digital products that will take full
advantage of the new MPEG-4 standard. Both companies will work together to optimize the MPEG-4 compression algorithms
working with the flash storage cards. We believe that this technology will have wide ranging applications beyond digital cameras,
including future third generation cell phones."
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard,
solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology.
SanDisk is based in Sunnyvale, CA.
Zoran Corporation, based in Santa Clara, CA, is a leading provider of digital solutions-on-a-chip for applications in the growing
multimedia and consumer electronics markets. Zoran has pioneered high-performance processing into various audio, video and imaging
technologies.
Companies A Strong Foothold In New Markets For Imaging Products
ORLANDO, Fla.--(BUSINESS WIRE)--Feb. 9, 2001--SanDisk Corporation (Nasdaq:SNDK) and Zoran Corporation
(Nasdaq:ZRAN) announced today that they will partner to accelerate the development of MPEG-4 capable digital cameras, flash
memory cards and standards. Under a memorandum of understanding signed by both firms, Zoran will integrate new MPEG-4
technologies and other features into its highly successful COACH (Camera On a Chip) processor with SanDisk`s technical support,
marketing inputs and partial funding. Both companies will collaborate in adding MPEG-4 technology to digital camera systems and flash
memory. The new chip will be optimized to work in future digital cameras that use MultiMediaCards, Secure Digital flash memory
cards, CompactFlash(TM) cards and TriFlash components produced by SanDisk.
Products resulting from the partnership will be designed to work with new MPEG-4 compression technology for adding high quality
compressed video clips into future digital cameras. MPEG-4 is expected to become a major audio-imaging-video compression
standard that can be incorporated into digital cameras, PCs and mobile phones. Availability of digital cameras that incorporate the new
chip is currently projected for the second half of next year. Zoran will sell the MPEG-4 enabled COACH chips, while SanDisk will
provide the Secure Digital flash memory cards and MultiMediaCards.
The announcement was made at the annual Photo Marketing Association (PMA) trade show where SanDisk (Booth 3137) and Zoran
(Booth X1) will display and demonstrate products.
Eli Harari, CEO and president of SanDisk, said, "We are very pleased to be working closely with Zoran because we believe they have
one of the best and most experienced engineering teams in the world for imaging and multimedia technologies serving the consumer
marketplace. We believe that the new features incorporated in this jointly developed chip and offered at a relatively small incremental
cost to camera manufacturers will broaden the appeal of digital cameras and will accelerate the consumer drive towards the use of our
flash memory cards with significantly higher storage capacities."
Levy Gerzberg, CEO and president of Zoran, said, "It is a pleasure to be working with SanDisk, a leader and innovator in the flash
memory market. This collaboration will allow both companies to produce reference designs for digital products that will take full
advantage of the new MPEG-4 standard. Both companies will work together to optimize the MPEG-4 compression algorithms
working with the flash storage cards. We believe that this technology will have wide ranging applications beyond digital cameras,
including future third generation cell phones."
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard,
solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology.
SanDisk is based in Sunnyvale, CA.
Zoran Corporation, based in Santa Clara, CA, is a leading provider of digital solutions-on-a-chip for applications in the growing
multimedia and consumer electronics markets. Zoran has pioneered high-performance processing into various audio, video and imaging
technologies.
SanDisk Introduces a 512 Megabyte CompactFlash Memory Card-the World`s Largest Capacity Standard CF Card; SanDisk Also Introduces A 128MB SmartMedia Card In Response to Customer Demand
ORLANDO, Fla.--(BUSINESS WIRE)--Feb. 12, 2001--SanDisk Corporation (Nasdaq:SNDK) today introduced a 512 megabyte (MB) CompactFlash(TM) (CF) memory card, the world`s highest capacity, standard CF Type I card. The company also introduced a high-capacity 128MB SmartMedia memory card. The announcement was made at the annual Photo Marketing Association trade show where SanDisk is demonstrating products at the Orange County Convention Center, booth No. 3137.
SanDisk, which also added 256MB and 384MB standard CF cards to its product lineup, is targeting the new high-capacity cards primarily at the new three and four megapixel, high-resolution digital cameras and Internet music players.
Nelson Chan, senior vice president of worldwide marketing and sales at SanDisk, said, "Having more than a half gigabyte of removable storage means consumers can store hundreds or more high-quality digital images, MP3 music files or even video on the same card. It`s this combination of exceptionally large capacities and cross-platform versatility that is becoming increasingly important among consumers. The introduction of advanced products such as these cards should allow SanDisk to maintain its position as the industry leader in the flash card market."
Suggested retail prices for the 512MB, 384MB and 256MB cards are $799.00, $599.00 and $399.00, respectively. The 128MB SmartMedia card has a list price of $189.00. These removable storage cards are expected to be available in Q2 from camera dealers, distributors and major retailers.
SanDisk products, which include a complete line of ImageMate memory card reader/writers and adapters, are available in more than 20,000 retail stores worldwide. Retailers include Best Buy, Circuit City, Fry`s, K-Mart, Micro Center, Office Depot, OfficeMax, Ritz, Sears, Staples, Target, Wal-Mart, Wolf and others.
ORLANDO, Fla.--(BUSINESS WIRE)--Feb. 12, 2001--SanDisk Corporation (Nasdaq:SNDK) today introduced a 512 megabyte (MB) CompactFlash(TM) (CF) memory card, the world`s highest capacity, standard CF Type I card. The company also introduced a high-capacity 128MB SmartMedia memory card. The announcement was made at the annual Photo Marketing Association trade show where SanDisk is demonstrating products at the Orange County Convention Center, booth No. 3137.
SanDisk, which also added 256MB and 384MB standard CF cards to its product lineup, is targeting the new high-capacity cards primarily at the new three and four megapixel, high-resolution digital cameras and Internet music players.
Nelson Chan, senior vice president of worldwide marketing and sales at SanDisk, said, "Having more than a half gigabyte of removable storage means consumers can store hundreds or more high-quality digital images, MP3 music files or even video on the same card. It`s this combination of exceptionally large capacities and cross-platform versatility that is becoming increasingly important among consumers. The introduction of advanced products such as these cards should allow SanDisk to maintain its position as the industry leader in the flash card market."
Suggested retail prices for the 512MB, 384MB and 256MB cards are $799.00, $599.00 and $399.00, respectively. The 128MB SmartMedia card has a list price of $189.00. These removable storage cards are expected to be available in Q2 from camera dealers, distributors and major retailers.
SanDisk products, which include a complete line of ImageMate memory card reader/writers and adapters, are available in more than 20,000 retail stores worldwide. Retailers include Best Buy, Circuit City, Fry`s, K-Mart, Micro Center, Office Depot, OfficeMax, Ritz, Sears, Staples, Target, Wal-Mart, Wolf and others.
LinkUp Systems L7210 System-on-Chip Integrates SanDisk Secure Digital - SD - Card Controller
SUNNYVALE, Calif.--(BUSINESS WIRE)--Feb. 21, 2001-- ARM-based L7210 Supports Secure Digital Card Storage of Music, Content for Smart Cellular Phones, Music Players, PDAs And Internet Appliances
SanDisk Corporation (Nasdaq:SNDK) today announced that LinkUp Systems Corporation has completed the development of its L7210 system-on-chip (SoC) processor that includes a built-in hardware Secure Digital (SD) Card controller to support the SD flash memory card co-developed by SanDisk. Manufacturers can now build smart cellular phones, music players, PDAs and other Internet appliances with the ability to playback and store media like music and video, while protecting copyrighted content from digital piracy.
The L7210`s SD Card controller provides a direct connection to SD Cards, which let users download, store and playback secure audio, speech and music files and other data. The SD Card offers high storage capacity (currently 32 and 64 megabytes), fast data transfer, flexibility and security for copyright-protected data like recorded music.
"LinkUp Systems L7210 system-on-chip breaks new ground by including a built-in interconnect for Secure Digital flash cards," said Rich Wawrzyniak, director of non volatile memory at Semico Research. "Combining a processor like the L7210 with the SD Card will help designers build affordable, innovative new products that offer high capacity storage, music player functionality and offer SD Card`s unique ability to secure content and protect the rights of copyright holders such as record companies."
"LinkUp Systems believes the SD Card will become the standard in providing secure storage for portable consumer electronics products, by allowing owners of copyrighted material to place it on the Internet without piracy concerns," said Ravi Bhatnagar, CEO and president of LinkUp Systems. "The SD-enabled L7210 is designed to power this exciting new generation of Internet devices, which will offer the legal download and playback of entertainment content."
Nelson Chan, senior vice president of worldwide sales and marketing at SanDisk, said, "LinkUp Systems has accomplished a significant achievement by integrating an SD Card controller into their new L7210 processor. The L7210 processor offers designers a convenient way to create innovative information appliances with truly secure storage, while protecting the security of copyrighted material like music."
The LinkUp Systems L7210 is a low-power, high performance processor for smart phones, PDAs, music players and Internet appliances. The L7210 includes an ARM720T(TM) processor with sophisticated power management, Bluetooth interface compatibility, USB connectivity and AC Link audio codec support for 16-bit stereo sound. Sampling is expected to start in Q2, 2001, with mass production scheduled for Q4, 2001. The device is priced at under $25 per unit in quantities of 10,000.
The SD Card is designed to meet the security, capacity, ergonomic and performance requirements of emerging audio, video, data and multimedia consumer electronics markets. Jointly developed by Matsushita Electric Industrial Co., SanDisk and Toshiba Corporation, the SD Card includes enhancements over existing flash cards such as cryptographic security, protection of copyrighted data, high data transfer rate and backwards compatibility with existing MultiMediaCards for non-secure applications.
The combination of the L7210`s low power consumption and the SD card will help OEMs create smaller, sleeker consumer products such as music players, Internet appliances, cellular phones, digital still and video cameras, handheld computers and set-top boxes. LinkUp Systems is one of more than 200 member companies of the SD Association, an industry-wide group created to set standards for the SD Card and promote its wide acceptance.
About LinkUp Systems
LinkUp Systems Corporation provides ARM CPU core-based, system-enabling solutions targeting the fast-growing Internet appliance and consumer electronics market. The company`s L7200 processor family is optimized for low power portable applications (such as Pocket PCs, smart cellular phones and Wireless Internet terminals), high performance desktop solutions such as screen phones, and mobile multimedia embedded markets. LinkUp also provides support chips for Intel`s StrongARM(R) SA-1100 integrated processor. The company is headquartered at 3401 Leonard Court, Santa Clara, CA 95054 and can be reached at 408/988-1848. More information is available at www.linkupsys.com.
SUNNYVALE, Calif.--(BUSINESS WIRE)--Feb. 21, 2001-- ARM-based L7210 Supports Secure Digital Card Storage of Music, Content for Smart Cellular Phones, Music Players, PDAs And Internet Appliances
SanDisk Corporation (Nasdaq:SNDK) today announced that LinkUp Systems Corporation has completed the development of its L7210 system-on-chip (SoC) processor that includes a built-in hardware Secure Digital (SD) Card controller to support the SD flash memory card co-developed by SanDisk. Manufacturers can now build smart cellular phones, music players, PDAs and other Internet appliances with the ability to playback and store media like music and video, while protecting copyrighted content from digital piracy.
The L7210`s SD Card controller provides a direct connection to SD Cards, which let users download, store and playback secure audio, speech and music files and other data. The SD Card offers high storage capacity (currently 32 and 64 megabytes), fast data transfer, flexibility and security for copyright-protected data like recorded music.
"LinkUp Systems L7210 system-on-chip breaks new ground by including a built-in interconnect for Secure Digital flash cards," said Rich Wawrzyniak, director of non volatile memory at Semico Research. "Combining a processor like the L7210 with the SD Card will help designers build affordable, innovative new products that offer high capacity storage, music player functionality and offer SD Card`s unique ability to secure content and protect the rights of copyright holders such as record companies."
"LinkUp Systems believes the SD Card will become the standard in providing secure storage for portable consumer electronics products, by allowing owners of copyrighted material to place it on the Internet without piracy concerns," said Ravi Bhatnagar, CEO and president of LinkUp Systems. "The SD-enabled L7210 is designed to power this exciting new generation of Internet devices, which will offer the legal download and playback of entertainment content."
Nelson Chan, senior vice president of worldwide sales and marketing at SanDisk, said, "LinkUp Systems has accomplished a significant achievement by integrating an SD Card controller into their new L7210 processor. The L7210 processor offers designers a convenient way to create innovative information appliances with truly secure storage, while protecting the security of copyrighted material like music."
The LinkUp Systems L7210 is a low-power, high performance processor for smart phones, PDAs, music players and Internet appliances. The L7210 includes an ARM720T(TM) processor with sophisticated power management, Bluetooth interface compatibility, USB connectivity and AC Link audio codec support for 16-bit stereo sound. Sampling is expected to start in Q2, 2001, with mass production scheduled for Q4, 2001. The device is priced at under $25 per unit in quantities of 10,000.
The SD Card is designed to meet the security, capacity, ergonomic and performance requirements of emerging audio, video, data and multimedia consumer electronics markets. Jointly developed by Matsushita Electric Industrial Co., SanDisk and Toshiba Corporation, the SD Card includes enhancements over existing flash cards such as cryptographic security, protection of copyrighted data, high data transfer rate and backwards compatibility with existing MultiMediaCards for non-secure applications.
The combination of the L7210`s low power consumption and the SD card will help OEMs create smaller, sleeker consumer products such as music players, Internet appliances, cellular phones, digital still and video cameras, handheld computers and set-top boxes. LinkUp Systems is one of more than 200 member companies of the SD Association, an industry-wide group created to set standards for the SD Card and promote its wide acceptance.
About LinkUp Systems
LinkUp Systems Corporation provides ARM CPU core-based, system-enabling solutions targeting the fast-growing Internet appliance and consumer electronics market. The company`s L7200 processor family is optimized for low power portable applications (such as Pocket PCs, smart cellular phones and Wireless Internet terminals), high performance desktop solutions such as screen phones, and mobile multimedia embedded markets. LinkUp also provides support chips for Intel`s StrongARM(R) SA-1100 integrated processor. The company is headquartered at 3401 Leonard Court, Santa Clara, CA 95054 and can be reached at 408/988-1848. More information is available at www.linkupsys.com.
UPDATE 1-Nikon gets $150 mln contract from Israel`s Tower
(Adds details graph 3, background 5-7)
JERUSALEM, Feb 27 (Reuters) - Japan`s Nikon Corp <7731.T> and Israel`s Tower Semiconductor <TSEM.O> said on Tuesday they signed a deal for Nikon to supply equipment to Tower`s new Israeli chip plant in a deal to reach or exceed $150 million over four years.
In a statement, the companies said Nikon will supply scanner systems and steppers, which are used in semiconductor-making, beginning in July.
Initially, Nikon will supply Tower with two stepper and scanner systems for Tower`s 0.18-micron pilot line. As Tower ramps up capacity in the second half of 2002, Nikon will provide additional systems.
Tower recently began building its new Fab 2 plant in northern Israel, which will produce up to 33,000 200-mm wafers per month in geometries of 0.18 micron and below.
The $1.5 billion plant will use advanced technology from Toshiba Corp <6502.T>.
Partners in the plant include SanDisk Corp <SNDK.O>, Alliance Semiconductor <ALSC.O>, Quicklogic Corp <QUIK.O> and Macronix International <MXICY.O>.
Tower is an independent wafer manufacturer, focused on advanced flash memory.
((Jerusalem newsroom, +972-2-537-0502, jerusalem.newsroom@reuters.com)) SMS
REUTERS
(Adds details graph 3, background 5-7)
JERUSALEM, Feb 27 (Reuters) - Japan`s Nikon Corp <7731.T> and Israel`s Tower Semiconductor <TSEM.O> said on Tuesday they signed a deal for Nikon to supply equipment to Tower`s new Israeli chip plant in a deal to reach or exceed $150 million over four years.
In a statement, the companies said Nikon will supply scanner systems and steppers, which are used in semiconductor-making, beginning in July.
Initially, Nikon will supply Tower with two stepper and scanner systems for Tower`s 0.18-micron pilot line. As Tower ramps up capacity in the second half of 2002, Nikon will provide additional systems.
Tower recently began building its new Fab 2 plant in northern Israel, which will produce up to 33,000 200-mm wafers per month in geometries of 0.18 micron and below.
The $1.5 billion plant will use advanced technology from Toshiba Corp <6502.T>.
Partners in the plant include SanDisk Corp <SNDK.O>, Alliance Semiconductor <ALSC.O>, Quicklogic Corp <QUIK.O> and Macronix International <MXICY.O>.
Tower is an independent wafer manufacturer, focused on advanced flash memory.
((Jerusalem newsroom, +972-2-537-0502, jerusalem.newsroom@reuters.com)) SMS
REUTERS
Altera erwartet Umsatzrückgang
Altera, ein Unternehmen, welches sich auf die
Entwicklung und Produktion von speziellen Mikrochips
spezialisiert hat, gab bekannt, dass man für das erste
Quartal einen Umsatzrückgang von 20 Prozent erwarte.
Als Grund nannte man zu hohe Lagerbestände und das
verlangsamte Wirtschaftswachstum. Altera geht von
einem Umsatz in Q1 von 294 Mio. US-Dollar aus.
Wie Nathan Sarkisian, Chief Financial Officer des Unternehmens, in einer Analystenkonferenz sagte, erwarte
man auch im zweiten Quartal einen Umsatzrückgang, welcher sich auf 5 Prozent belaufen soll.
Ein Sprecher des Unternehmens gab bekannt, dass sich der Umsatz für Q1 auf 16 Cents je Aktie, für das
gesamte Geschäftsjahr auf 59 Cents, belaufen werde. Damit kann Altera die Erwartungen der Analysten nicht
erreichen. Sie gingen von 22 Cents im ersten Quartal und von 94 Cents für das ganze Jahr aus.
Altera, ein Unternehmen, welches sich auf die
Entwicklung und Produktion von speziellen Mikrochips
spezialisiert hat, gab bekannt, dass man für das erste
Quartal einen Umsatzrückgang von 20 Prozent erwarte.
Als Grund nannte man zu hohe Lagerbestände und das
verlangsamte Wirtschaftswachstum. Altera geht von
einem Umsatz in Q1 von 294 Mio. US-Dollar aus.
Wie Nathan Sarkisian, Chief Financial Officer des Unternehmens, in einer Analystenkonferenz sagte, erwarte
man auch im zweiten Quartal einen Umsatzrückgang, welcher sich auf 5 Prozent belaufen soll.
Ein Sprecher des Unternehmens gab bekannt, dass sich der Umsatz für Q1 auf 16 Cents je Aktie, für das
gesamte Geschäftsjahr auf 59 Cents, belaufen werde. Damit kann Altera die Erwartungen der Analysten nicht
erreichen. Sie gingen von 22 Cents im ersten Quartal und von 94 Cents für das ganze Jahr aus.
Produkt des Tages
Megapixel für die schönsten Momente
Eine Auflösung von 520 horizontalen Linien im Video-Modus sorgt bei dem NV-MX7 für scharfe Bilder. Die 1,1 Millionen Pixel im Foto-Modus werden mittlerweile von anderen Digitalkameras übertroffen. Eine Stärke des Camcorders von Panasonic ist jedoch die MultiMediaCard (SD Memory Card optional), die vorzugsweise für die Speicherung von Standbildern vorgesehen ist. Damit lassen sich Digitalfotos schnell und einfach auf den PC übertragen. Aber auch Musikdateien lassen sich von dort aus abspielen. Das Videomaterial wird auf üblichen DV-Cassetten gespeichert. Mit einem DV- und S-VHS-Ausgang und einem DV- und Analog-Video-Eingang lässt sich der Transfer des Bildmaterials gut organisieren.
Vorbörslich runter auf 18 USD !!!
Press Release
SanDisk Revises Q1 Fiscal 2001 Outlook
SUNNYVALE, Calif.--(BUSINESS WIRE)--March 15, 2001--SanDisk Corporation (Nasdaq:SNDK - news), announced today that due to continuing weakness
in economic conditions and ongoing customer inventory corrections, it expects revenue and earnings for the first quarter of 2001 to be significantly lower than previously expected.
Overall market conditions have not improved in the quarter; consequently, demand from major OEM customers has been substantially below forecast as these
customers continue to work down their existing inventories. In addition, retail channel orders are running at much lower levels than those of the fourth quarter of fiscal
2000. Product gross margins are being adversely impacted by lower volumes and a marked decline in average selling prices due to competition.
``SanDisk is managing the current difficult market conditions and poor order visibility by sharply focusing on product cost reductions through accelerating our product
development efforts in advanced Flash memory and controller technology to counter the new pricing environment. We are tightly controlling expenses and have
implemented a reduction in our regular and contract employee work force and reduced discretionary spending,`` said Dr. Eli Harari, president and CEO of SanDisk.
``Despite the near term challenges and market uncertainty, we are optimistic about our prospects once the current down-cycle comes to an end. The decline in
product average selling prices, although having a short-term effect, is the most important catalyst for re-igniting demand for our products in the next up cycle. We are
particularly encouraged by the growing momentum for the widespread adoption of the Secure Digital card in digital consumer electronics, which is expected to begin
to contribute to our revenues in the second quarter of this year.``
SanDisk currently expects that first quarter 2001 product revenues will decline approximately 45 percent sequentially from the $155 million reported in the fourth
quarter of 2000. Prior expectations were for a 15% to 20% reduction in product revenues. The Company also anticipates that first quarter earnings will be
approximately breakeven.
SanDisk will provide its investors and analysts with information and forward-looking guidance in its quarterly financial news releases and conference calls. The
Company will not provide any further guidance or updates on its performance during the quarter unless done through a news release, conference call or SEC filing in
compliance with Regulation Fair Disclosure.
Press Release
SanDisk Revises Q1 Fiscal 2001 Outlook
SUNNYVALE, Calif.--(BUSINESS WIRE)--March 15, 2001--SanDisk Corporation (Nasdaq:SNDK - news), announced today that due to continuing weakness
in economic conditions and ongoing customer inventory corrections, it expects revenue and earnings for the first quarter of 2001 to be significantly lower than previously expected.
Overall market conditions have not improved in the quarter; consequently, demand from major OEM customers has been substantially below forecast as these
customers continue to work down their existing inventories. In addition, retail channel orders are running at much lower levels than those of the fourth quarter of fiscal
2000. Product gross margins are being adversely impacted by lower volumes and a marked decline in average selling prices due to competition.
``SanDisk is managing the current difficult market conditions and poor order visibility by sharply focusing on product cost reductions through accelerating our product
development efforts in advanced Flash memory and controller technology to counter the new pricing environment. We are tightly controlling expenses and have
implemented a reduction in our regular and contract employee work force and reduced discretionary spending,`` said Dr. Eli Harari, president and CEO of SanDisk.
``Despite the near term challenges and market uncertainty, we are optimistic about our prospects once the current down-cycle comes to an end. The decline in
product average selling prices, although having a short-term effect, is the most important catalyst for re-igniting demand for our products in the next up cycle. We are
particularly encouraged by the growing momentum for the widespread adoption of the Secure Digital card in digital consumer electronics, which is expected to begin
to contribute to our revenues in the second quarter of this year.``
SanDisk currently expects that first quarter 2001 product revenues will decline approximately 45 percent sequentially from the $155 million reported in the fourth
quarter of 2000. Prior expectations were for a 15% to 20% reduction in product revenues. The Company also anticipates that first quarter earnings will be
approximately breakeven.
SanDisk will provide its investors and analysts with information and forward-looking guidance in its quarterly financial news releases and conference calls. The
Company will not provide any further guidance or updates on its performance during the quarter unless done through a news release, conference call or SEC filing in
compliance with Regulation Fair Disclosure.
in usa wieder 19,7 usd und bei uns 19,2 zu 20,6 euro?
wow, wieder 20,5 USD
SANDISK im Plus!!!
Wenn 20 nicht hält, brauchen wir die nächsten erst bei 10 !!
kaufen.
Gruß
Frank
kaufen.
Gruß
Frank
schon interessant:
- die nasdaq verliert intraday 5 %
- der semiconductor-index verliert 5,8 %
- sandisk hält sich trotz katastrophen-aussicht konstant
trotzdem werden sie nicht mehr lange in meinem depot liegen (nach 1,5 jahren)
nach einigen herben enttäuschungen werden bei mir unternehmen, die ihre zahlen deutlich verfehlen, aussortiert
- die nasdaq verliert intraday 5 %
- der semiconductor-index verliert 5,8 %
- sandisk hält sich trotz katastrophen-aussicht konstant
trotzdem werden sie nicht mehr lange in meinem depot liegen (nach 1,5 jahren)
nach einigen herben enttäuschungen werden bei mir unternehmen, die ihre zahlen deutlich verfehlen, aussortiert
bin nun ganz raus (VK der ersten 2/3 war zu 35,25)
UBS Warburg: SanDisk-Aktien unter Druck
Nach der gestrigen Gewinnwarnung des Herstellers von Datenspeicher-Produkten SanDisk (lediglich Break-even statt 20 Cent je Aktie Gewinn) reduziert das
Investmenthaus UBS Warburg sein Ertragsschätzungen für das erste Quartal und das Gesamtjahr 2001.
Die Analysten sehen ebenfalls nur noch ein ausgeglichenes Ergebnis im erste Quartal. Für das Gesamtjahr erwarten sie einen Gewinn von 50 Cent je Aktie. Das Kursziel
setzten sie von 35$ auf 25$ herab. Die SanDisk-Aktien sollen in der näheren Zukunft unter Druck geraten.
Im gestrigen Handel verloren sie bereits 4,8% und schlossen daher bei 19,88$.
UBS Warburg: SanDisk-Aktien unter Druck
Nach der gestrigen Gewinnwarnung des Herstellers von Datenspeicher-Produkten SanDisk (lediglich Break-even statt 20 Cent je Aktie Gewinn) reduziert das
Investmenthaus UBS Warburg sein Ertragsschätzungen für das erste Quartal und das Gesamtjahr 2001.
Die Analysten sehen ebenfalls nur noch ein ausgeglichenes Ergebnis im erste Quartal. Für das Gesamtjahr erwarten sie einen Gewinn von 50 Cent je Aktie. Das Kursziel
setzten sie von 35$ auf 25$ herab. Die SanDisk-Aktien sollen in der näheren Zukunft unter Druck geraten.
Im gestrigen Handel verloren sie bereits 4,8% und schlossen daher bei 19,88$.
kann mir jemand erklären, warum SNDK nicht fällt? weil ich raus bin?
Sony says Memory Stick shipments to miss target
TOKYO, March 16 (Reuters) - Sony Corp <6758.T> said on Friday its Memory Stick, a tiny data storehouse for portable devices such as digital cameras and the centre of a key product strategy, will miss sales targets for this business year as the economy slows.
The consumer electronics powerhouse said it expects to ship only seven million of the chewing gum-sized devices in the year to March 31, below a target of 10 million announced last October.
"The economy is bad and that`s caused it to fall a bit short, and we`ve introduced a higher-capacity 64 megabyte version so some customers may be buying one of those instead of buying two smaller ones," a spokesman said.
The Memory Stick, brought to market in autumn 1998, allows users to transfer images or sound back and forth between their PCs and portable devices such as digital audio players and video cameras.
The recent economic downturn has forced Japanese electronics manufacturers to trim their sales and shipments forecasts for a wide range of products from cell phones to microchips to personal computers.
This year`s figure is still more than double last year`s three million, however, and Sony remained confident the Memory Stick was poised for rapid growth, predicting a rise to 15 million units in 2001/02 and 60 million two years after that.
The company also said this business year`s shipments would occupy a 23 percent share of the global market for chip-based blank memory media -- a diminutive silicon alternative to magnetic tape, compact discs and other, bulkier recording media.
The leading share is held by Toshiba Corp`s <6502.T> SmartMedia, followed by SanDisk Corp`s <SNDK.O> CompactFlash, both of which are used largely in digital cameras. MUSIC TO THE EARS
One version of the Memory Stick , used in a Walkman personal stereo that can download music from the Internet, features a secure format to ensure copyright protection -- not necessarily popular with users who want music from the Net for free, but a must for content providers fighting in the courts to make sure online exchanges of music respect their copyrights.
A rival technology, the Secure Digital (SD) memory card developed by a consortium including Toshiba, SanDisk and Matsushita Electric Industrial Co Ltd <6752.T>, also offers such protection and is set to go head-to-head with the Memory Stick in the memory device market.
A Matsushita spokeswoman said her company is targeting 220 billion yen ($1.80 billion) in sales next year from SD memory cards and compatible devices, including cell phones.
Sony`s shares ended Friday trade up 3.43 percent at 8,440 yen, rising for a third consecutive session as technology stocks managed to steady after a recent slide.
While many Japanese technology shares, especially chipmakers, have fallen in the past few days to their lowest levels in more than a year, Sony has proved relatively buoyant, holding above a closing low of 7,560 yen hit last December.
((Edmund Klamann, Tokyo Equities Desk +81 3 3432 9404
tokyo.equities.newsroom@reuters.com))
($1=122.16 Yen)
REUTERS
Sony says Memory Stick shipments to miss target
TOKYO, March 16 (Reuters) - Sony Corp <6758.T> said on Friday its Memory Stick, a tiny data storehouse for portable devices such as digital cameras and the centre of a key product strategy, will miss sales targets for this business year as the economy slows.
The consumer electronics powerhouse said it expects to ship only seven million of the chewing gum-sized devices in the year to March 31, below a target of 10 million announced last October.
"The economy is bad and that`s caused it to fall a bit short, and we`ve introduced a higher-capacity 64 megabyte version so some customers may be buying one of those instead of buying two smaller ones," a spokesman said.
The Memory Stick, brought to market in autumn 1998, allows users to transfer images or sound back and forth between their PCs and portable devices such as digital audio players and video cameras.
The recent economic downturn has forced Japanese electronics manufacturers to trim their sales and shipments forecasts for a wide range of products from cell phones to microchips to personal computers.
This year`s figure is still more than double last year`s three million, however, and Sony remained confident the Memory Stick was poised for rapid growth, predicting a rise to 15 million units in 2001/02 and 60 million two years after that.
The company also said this business year`s shipments would occupy a 23 percent share of the global market for chip-based blank memory media -- a diminutive silicon alternative to magnetic tape, compact discs and other, bulkier recording media.
The leading share is held by Toshiba Corp`s <6502.T> SmartMedia, followed by SanDisk Corp`s <SNDK.O> CompactFlash, both of which are used largely in digital cameras. MUSIC TO THE EARS
One version of the Memory Stick , used in a Walkman personal stereo that can download music from the Internet, features a secure format to ensure copyright protection -- not necessarily popular with users who want music from the Net for free, but a must for content providers fighting in the courts to make sure online exchanges of music respect their copyrights.
A rival technology, the Secure Digital (SD) memory card developed by a consortium including Toshiba, SanDisk and Matsushita Electric Industrial Co Ltd <6752.T>, also offers such protection and is set to go head-to-head with the Memory Stick in the memory device market.
A Matsushita spokeswoman said her company is targeting 220 billion yen ($1.80 billion) in sales next year from SD memory cards and compatible devices, including cell phones.
Sony`s shares ended Friday trade up 3.43 percent at 8,440 yen, rising for a third consecutive session as technology stocks managed to steady after a recent slide.
While many Japanese technology shares, especially chipmakers, have fallen in the past few days to their lowest levels in more than a year, Sony has proved relatively buoyant, holding above a closing low of 7,560 yen hit last December.
((Edmund Klamann, Tokyo Equities Desk +81 3 3432 9404
tokyo.equities.newsroom@reuters.com))
($1=122.16 Yen)
REUTERS
SANDISK TO SUPPLY SD CARDS FOR PALM`S
FIRST HANDHELD COMPUTERS USING
REMOVABLE MEMORY CARDS
SUNNYVALE, CA, Mar. 19, 2001 – SanDisk Corporation
(Nasdaq: SNDK) today announced that it is supplying Palm, Inc. with
Secure Digital (SD) flash memory cards for the two new Palm™
handheld computers, the Palm m500 and m505 handhelds, introduced
earlier today.
The new Palm m500 series features an expansion slot for
removable SD cards, providing consumers with an expandable storage
option for data, backup files, digital music and other valuable content
such as e-books, e-maps, and video. Because of the broad acceptance
of SD media, the cards can be shared among a variety of SD-enabled
consumer products, such as printers, digital cameras and MP3 players.
Palm’s expansion-card slot technology adds greatly to the
flexibility of the Palm platform by providing the means to add future
expansion modules, such as modems, Bluetooth, GPS, digital cameras,
barcode scanners and MP3 players. As a founding member of the SD
Association, SanDisk has been instrumental in establishing the SD and
SDIO (SD Input/Output) specifications. SanDisk is working closely with
Palm, which co-chairs the SDIO committee, to establish SDIO as a
standard for extending the capabilities of consumer products.
Palm will be exhibiting the Palm m500 series handhelds with
SanDisk-supplied SD cards at the annual CeBIT trade show, where
SanDisk is also demonstrating products at the Hannover Convention
Center in Hall 13, Stand 84.
Byron Connell, vice president, Product Management and
Planning, Palm, Inc., said, “The merits of the SD card—its small size,
broad adoption as a standard, power efficiency, low cost, fast transfer
rates and support for I/O—made it the best choice for our expansion
slot. SanDisk’s expertise helped us optimize our dual expansion
architecture. With continued support from SanDisk and the SD
Association, we intend to strongly promote the SD card standard as the
preferred choice for expandable performance, durability and content
security.”
Nelson Chan, senior vice president of worldwide marketing and
sales at SanDisk, said, “I am proud of the close cooperation we have
established with Palm and excited about their great new products. Palm’s
embracing of the SD platform and SanDisk’s SD cards will, we believe,
be a transforming event for the handheld market and adds greatly to the
rising momentum for the SD card as a universal card standard.”
SanDisk participates in Palm’s PluggedIn Program and has been
qualified to use the Designed for Palm Handhelds logo to let customers
know that SanDisk SD cards will work with Palm m500 series
handhelds. SanDisk also will roll out special marketing activities in select
retail channels worldwide to promote the benefits of selecting SanDisk
SD cards when purchasing a Palm m500 series handheld.
SD Card Background
The postage stamp-size SD card is available in 8, 16, 32 and
64MB versions, with plans for significantly higher capacities in the future.
Proprietary security functions have also been incorporated into the SD
card that facilitate the secure exchange of content between host devices
and the card. The security technology has been designed to comply with
the Secure Digital Music Initiative (SDMI), making it an ideal solution for
the transfer of digital content such as music and books.
The SD Memory Card was introduced in August, 1999, by
Matsushita Electric Industrial Co., Ltd. (NYSE:MC), best known by its
Panasonic brand name, SanDisk and Toshiba Corp. The SD
Association, which already has more than 225 member companies, is an
industry-wide association created to set industry standards for the card
and promote its wide acceptance in digital applications including Internet
music players, Internet appliances, cellular phones, digital still cameras,
digital video cameras, handheld computers, automotive systems, set-top
boxes and other products.
SanDisk Corporation, the world’s largest supplier of flash data
storage products, designs, manufactures and markets industry-standard,
solid-state data, digital imaging and audio storage products using its
patented, high density flash memory and controller technology. SanDisk
is based in Sunnyvale, CA.
FIRST HANDHELD COMPUTERS USING
REMOVABLE MEMORY CARDS
SUNNYVALE, CA, Mar. 19, 2001 – SanDisk Corporation
(Nasdaq: SNDK) today announced that it is supplying Palm, Inc. with
Secure Digital (SD) flash memory cards for the two new Palm™
handheld computers, the Palm m500 and m505 handhelds, introduced
earlier today.
The new Palm m500 series features an expansion slot for
removable SD cards, providing consumers with an expandable storage
option for data, backup files, digital music and other valuable content
such as e-books, e-maps, and video. Because of the broad acceptance
of SD media, the cards can be shared among a variety of SD-enabled
consumer products, such as printers, digital cameras and MP3 players.
Palm’s expansion-card slot technology adds greatly to the
flexibility of the Palm platform by providing the means to add future
expansion modules, such as modems, Bluetooth, GPS, digital cameras,
barcode scanners and MP3 players. As a founding member of the SD
Association, SanDisk has been instrumental in establishing the SD and
SDIO (SD Input/Output) specifications. SanDisk is working closely with
Palm, which co-chairs the SDIO committee, to establish SDIO as a
standard for extending the capabilities of consumer products.
Palm will be exhibiting the Palm m500 series handhelds with
SanDisk-supplied SD cards at the annual CeBIT trade show, where
SanDisk is also demonstrating products at the Hannover Convention
Center in Hall 13, Stand 84.
Byron Connell, vice president, Product Management and
Planning, Palm, Inc., said, “The merits of the SD card—its small size,
broad adoption as a standard, power efficiency, low cost, fast transfer
rates and support for I/O—made it the best choice for our expansion
slot. SanDisk’s expertise helped us optimize our dual expansion
architecture. With continued support from SanDisk and the SD
Association, we intend to strongly promote the SD card standard as the
preferred choice for expandable performance, durability and content
security.”
Nelson Chan, senior vice president of worldwide marketing and
sales at SanDisk, said, “I am proud of the close cooperation we have
established with Palm and excited about their great new products. Palm’s
embracing of the SD platform and SanDisk’s SD cards will, we believe,
be a transforming event for the handheld market and adds greatly to the
rising momentum for the SD card as a universal card standard.”
SanDisk participates in Palm’s PluggedIn Program and has been
qualified to use the Designed for Palm Handhelds logo to let customers
know that SanDisk SD cards will work with Palm m500 series
handhelds. SanDisk also will roll out special marketing activities in select
retail channels worldwide to promote the benefits of selecting SanDisk
SD cards when purchasing a Palm m500 series handheld.
SD Card Background
The postage stamp-size SD card is available in 8, 16, 32 and
64MB versions, with plans for significantly higher capacities in the future.
Proprietary security functions have also been incorporated into the SD
card that facilitate the secure exchange of content between host devices
and the card. The security technology has been designed to comply with
the Secure Digital Music Initiative (SDMI), making it an ideal solution for
the transfer of digital content such as music and books.
The SD Memory Card was introduced in August, 1999, by
Matsushita Electric Industrial Co., Ltd. (NYSE:MC), best known by its
Panasonic brand name, SanDisk and Toshiba Corp. The SD
Association, which already has more than 225 member companies, is an
industry-wide association created to set industry standards for the card
and promote its wide acceptance in digital applications including Internet
music players, Internet appliances, cellular phones, digital still cameras,
digital video cameras, handheld computers, automotive systems, set-top
boxes and other products.
SanDisk Corporation, the world’s largest supplier of flash data
storage products, designs, manufactures and markets industry-standard,
solid-state data, digital imaging and audio storage products using its
patented, high density flash memory and controller technology. SanDisk
is based in Sunnyvale, CA.
SanDisk Announces First Shipments of Secure Digital Memory Cards to Retail Stores
Company Also Announces First Shipments of New High Capacity CompactFlash and SmartMedia Flash Memory Cards To Retail Outlets
HANNOVER, Germany--(BUSINESS WIRE)--March 21, 2001-- SanDisk Corporation (Nasdaq:SNDK - news) announced today its new Secure Digital (SD) flash memory cards will start shipping to retail outlets in May and its new high capacity CompactFlash(TM) (CF(TM)) and SmartMedia flash cards will be available in retail outlets in the second quarter of this year.
The announcement was made at the CeBit trade show where SanDisk is demonstrating products at the Hannover Convention Center in Hall 12, Stand 84.
The SD cards, which will be used in cell phones, MP3 players, handheld computers and other small-sized mobile electronic devices, will initially be available in 16 and 32 megabyte (MB) capacities. The SanDisk cards will be available in retail stores just as numerous new consumer electronics devices that use the cards go on sale around the world. The year-old SD Association, which already has more than 225 member companies, reports that more than 50 products with slots for SD cards already have been introduced.
SanDisk`s recently announced CF cards will be available in 256, 384 and 512MB capacities while the 128MB SmartMedia card also will be added to the product line. SanDisk flash memory cards and card readers are sold in more than 20,000 retail outlets around the world including Best Buy, Circuit City, Conrad, Dixon`s, Expert, FNAC, Jessops, MediaMart, Office Depot, OfficeMAX, Ringfoto, Sears, Staples, Target, T-Zone, Wal-Mart and Yodobashi.
Rick Dyer, SanDisk vice president of retail sales, said, ``In the next several quarters, we expect consumer after-market sales of our SD cards to grow because new SD-based products, including the Palm m500 and m505 handheld computers introduced earlier this week, are expected to enter the market at an accelerating pace. Consumers who have digital cameras with two to four mega-pixel resolution should also find our high capacity CF and SmartMedia cards to be competitively priced and especially attractive for capturing literally hundreds of high quality digital images or movie clips.``
Company Also Announces First Shipments of New High Capacity CompactFlash and SmartMedia Flash Memory Cards To Retail Outlets
HANNOVER, Germany--(BUSINESS WIRE)--March 21, 2001-- SanDisk Corporation (Nasdaq:SNDK - news) announced today its new Secure Digital (SD) flash memory cards will start shipping to retail outlets in May and its new high capacity CompactFlash(TM) (CF(TM)) and SmartMedia flash cards will be available in retail outlets in the second quarter of this year.
The announcement was made at the CeBit trade show where SanDisk is demonstrating products at the Hannover Convention Center in Hall 12, Stand 84.
The SD cards, which will be used in cell phones, MP3 players, handheld computers and other small-sized mobile electronic devices, will initially be available in 16 and 32 megabyte (MB) capacities. The SanDisk cards will be available in retail stores just as numerous new consumer electronics devices that use the cards go on sale around the world. The year-old SD Association, which already has more than 225 member companies, reports that more than 50 products with slots for SD cards already have been introduced.
SanDisk`s recently announced CF cards will be available in 256, 384 and 512MB capacities while the 128MB SmartMedia card also will be added to the product line. SanDisk flash memory cards and card readers are sold in more than 20,000 retail outlets around the world including Best Buy, Circuit City, Conrad, Dixon`s, Expert, FNAC, Jessops, MediaMart, Office Depot, OfficeMAX, Ringfoto, Sears, Staples, Target, T-Zone, Wal-Mart and Yodobashi.
Rick Dyer, SanDisk vice president of retail sales, said, ``In the next several quarters, we expect consumer after-market sales of our SD cards to grow because new SD-based products, including the Palm m500 and m505 handheld computers introduced earlier this week, are expected to enter the market at an accelerating pace. Consumers who have digital cameras with two to four mega-pixel resolution should also find our high capacity CF and SmartMedia cards to be competitively priced and especially attractive for capturing literally hundreds of high quality digital images or movie clips.``
SanDisk Introduces Next Generation ImageMate for Secure Digital Memory Cards and MultiMediaCards; New SecureMate Reader Allows Consumers To Access MP3
HANNOVER, Germany--(BUSINESS WIRE)--March 22, 2001--
Music Files, Images From Digital Cameras and Data From Personal Digital Assistants And Voice Recorders
SanDisk Corporation (Nasdaq:SNDK) announced today the launch of the SanDisk SecureMate(TM) USB card reader. Designed for use with both Secure Digital (SD) cards and MultiMediaCards, the new reader quickly and easily transfers images, audio, video and data between storage cards and computers via the USB port for plug-and-play convenience. The announcement was made at the annual CeBIT Trade Show and Exhibition, where SanDisk is demonstrating products (Hall 13, Stand D-84.)
SanDisk is one of the largest suppliers of SD and MultiMediaCards, which are rapidly becoming the standard removable storage medium for hand held computers, digital video cameras, MP3 players, cell phones and other consumer devices. Many consumers prefer to use a card reader to transfer data directly from their card rather than their camera or music player. The USB port transfers data faster than a serial port connection and offers the plug-and-play capabilities of USB. Additionally, using a card reader does not tie up their device for long periods of time which can drain batteries.
Nelson Chan, senior vice president of worldwide marketing and sales at SanDisk, said, "As the demand for SD and MMC cards increases, so does the demand for devices that make them easier to use. Adding the SecureMate reader gives us a complete product line that complements our existing products and accessories for CompactFlash and SmartMedia."
The SanDisk SecureMate reader will be available in July at most of the 20,000 retail outlets in North America, Europe, Canada, South America, Japan and Asia. The suggested retail price is US$29.95. International pricing varies by country.
Minimum system requirements for the SecureMate for Windows computers include a Pentium II - 233MHz compatible or higher processor; or a K6-2 processor with Windows 95, 98, 2000 and Millennium Edition with USB support. Macintosh computers: iMac or Power Mac with G3 processor or higher, with Mac OS 8.6 or 9 with USB support.
HANNOVER, Germany--(BUSINESS WIRE)--March 22, 2001--
Music Files, Images From Digital Cameras and Data From Personal Digital Assistants And Voice Recorders
SanDisk Corporation (Nasdaq:SNDK) announced today the launch of the SanDisk SecureMate(TM) USB card reader. Designed for use with both Secure Digital (SD) cards and MultiMediaCards, the new reader quickly and easily transfers images, audio, video and data between storage cards and computers via the USB port for plug-and-play convenience. The announcement was made at the annual CeBIT Trade Show and Exhibition, where SanDisk is demonstrating products (Hall 13, Stand D-84.)
SanDisk is one of the largest suppliers of SD and MultiMediaCards, which are rapidly becoming the standard removable storage medium for hand held computers, digital video cameras, MP3 players, cell phones and other consumer devices. Many consumers prefer to use a card reader to transfer data directly from their card rather than their camera or music player. The USB port transfers data faster than a serial port connection and offers the plug-and-play capabilities of USB. Additionally, using a card reader does not tie up their device for long periods of time which can drain batteries.
Nelson Chan, senior vice president of worldwide marketing and sales at SanDisk, said, "As the demand for SD and MMC cards increases, so does the demand for devices that make them easier to use. Adding the SecureMate reader gives us a complete product line that complements our existing products and accessories for CompactFlash and SmartMedia."
The SanDisk SecureMate reader will be available in July at most of the 20,000 retail outlets in North America, Europe, Canada, South America, Japan and Asia. The suggested retail price is US$29.95. International pricing varies by country.
Minimum system requirements for the SecureMate for Windows computers include a Pentium II - 233MHz compatible or higher processor; or a K6-2 processor with Windows 95, 98, 2000 and Millennium Edition with USB support. Macintosh computers: iMac or Power Mac with G3 processor or higher, with Mac OS 8.6 or 9 with USB support.
SanDisk Will Announce First Quarter 2001 Financial Results
Wednesday, April 18, 2001 at 2:00 p.m. Pacific Time
Wednesday, April 18, 2001 at 2:00 p.m. Pacific Time
Nikon Selects SanDisk CompactFlash Cards for Nikon`s New Coolpix 5000 5.2 Megapixel Digital Camera
SanDisk Will Supply Nikon With 32 Megabyte CompactFlash Cards That Will Be Included With Every Coolpix 5000 Camera Sold
SUNNYVALE, Calif.--(BUSINESS WIRE)--Oct. 2, 2001-- SanDisk Corporation (Nasdaq:SNDK - news) announced today that Nikon has selected SanDisk`s CompactFlash(TM) cards for its newest high-resolution, lightweight digital camera, the Coolpix® 5000. A 32-megabyte (MB) SanDisk CompactFlash card will be included with each camera sold.
Nelson Chan, senior vice president of worldwide sales and marketing, SanDisk, said, ``Nikon has been relentless in its drive to develop high-resolution digital cameras with stunning image quality, and the Coolpix 5000 is a real standout. We are proud to continue our partnership with Nikon to provide the storage cards for the Coolpix 5000. With more than 35,000 retail outlets worldwide selling SanDisk-branded flash cards and card readers, Nikon customers can be assured of finding SanDisk CompactFlash cards and accessories wherever they want to take pictures.``
Deborah Sauer, Nikon`s general manager of marketing, said, ``The Coolpix 5000 was designed for professional and enthusiast photographers who want advanced features in a lightweight body. We needed high-capacity, high-performance CompactFlash cards for the camera and SanDisk was able to deliver exactly what we required. SanDisk has a reputation for developing and selling advanced flash memory cards, and we are glad to be working with the company again.``
The Nikon Coolpix 5000 features a 3x Optical Zoom-Nikkor lens, a 5.24 megapixel CCD, a 1.8-inch color LCD monitor that titles and swings for easier subject framing, a USB cable for one-touch image transfers to the web and a Movie Mode function that captures 40 seconds of QuickTime video.
The Coolpix 5000 is a lightweight digital camera with a high-strength magnesium-alloy body, and is expected to be available in November at a suggested retail price of $1,099.95.
SanDisk CompactFlash develops and markets rugged, industry-standard, reusable flash memory cards that are available in capacities ranging from 8 to 512MB.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
Nikon Inc., the world leader in precision optics, 35mm and digital imaging technology, is recognized for setting new standards in product design and performance in consumer and professional photographic equipment. Nikon Inc. distributes the Nikon Total Imaging System of consumer and professional 35mm film and digital SLR cameras, Nikkor optics, Speedlights and System Accessories; Advanced Photo System cameras; 35mm compact cameras; Coolpix® compact digital cameras; Coolscan® digital film scanners; Nikonos® underwater photographic systems; and Nikon sports and recreational optics. The company plays an active role in supporting aspiring and advanced photographers through a variety of organizations, educational programs, events and workshops. For product information, contact Nikon at 800/NIKON-UX or visit http://www.nikonusa.com, which links all levels of photographers to the web`s most comprehensive photo learning and sharing communities.
The matters discussed in this news release contain forward looking statements that are subject to certain risks and uncertainties as described under the caption ``Factors That May Affect Future Results`` in the company`s annual report on Form 10-K and quarterly reports on Form 10-Q, filed with the Securities and Exchange Commission. The company assumes no obligation to update the information in this release.
Note to Editors: All trade names are either registered trademarks or trademarks of their respective holders.
SanDisk`s web site is: www.sandisk.com
--------------------------------------------------------------------------------
Contact:
SanDisk Corporation
Mike Wong, 408/548-0223
mwong@sandisk.com
or
Nikon Press Contact
Tamara Turse, 201/460-2847
tturse@mww.com
SanDisk Will Supply Nikon With 32 Megabyte CompactFlash Cards That Will Be Included With Every Coolpix 5000 Camera Sold
SUNNYVALE, Calif.--(BUSINESS WIRE)--Oct. 2, 2001-- SanDisk Corporation (Nasdaq:SNDK - news) announced today that Nikon has selected SanDisk`s CompactFlash(TM) cards for its newest high-resolution, lightweight digital camera, the Coolpix® 5000. A 32-megabyte (MB) SanDisk CompactFlash card will be included with each camera sold.
Nelson Chan, senior vice president of worldwide sales and marketing, SanDisk, said, ``Nikon has been relentless in its drive to develop high-resolution digital cameras with stunning image quality, and the Coolpix 5000 is a real standout. We are proud to continue our partnership with Nikon to provide the storage cards for the Coolpix 5000. With more than 35,000 retail outlets worldwide selling SanDisk-branded flash cards and card readers, Nikon customers can be assured of finding SanDisk CompactFlash cards and accessories wherever they want to take pictures.``
Deborah Sauer, Nikon`s general manager of marketing, said, ``The Coolpix 5000 was designed for professional and enthusiast photographers who want advanced features in a lightweight body. We needed high-capacity, high-performance CompactFlash cards for the camera and SanDisk was able to deliver exactly what we required. SanDisk has a reputation for developing and selling advanced flash memory cards, and we are glad to be working with the company again.``
The Nikon Coolpix 5000 features a 3x Optical Zoom-Nikkor lens, a 5.24 megapixel CCD, a 1.8-inch color LCD monitor that titles and swings for easier subject framing, a USB cable for one-touch image transfers to the web and a Movie Mode function that captures 40 seconds of QuickTime video.
The Coolpix 5000 is a lightweight digital camera with a high-strength magnesium-alloy body, and is expected to be available in November at a suggested retail price of $1,099.95.
SanDisk CompactFlash develops and markets rugged, industry-standard, reusable flash memory cards that are available in capacities ranging from 8 to 512MB.
SanDisk Corporation, the world`s largest supplier of flash data storage products, designs, manufactures and markets industry-standard, solid-state data, digital imaging and audio storage products using its patented, high density flash memory and controller technology. SanDisk is based in Sunnyvale, CA.
Nikon Inc., the world leader in precision optics, 35mm and digital imaging technology, is recognized for setting new standards in product design and performance in consumer and professional photographic equipment. Nikon Inc. distributes the Nikon Total Imaging System of consumer and professional 35mm film and digital SLR cameras, Nikkor optics, Speedlights and System Accessories; Advanced Photo System cameras; 35mm compact cameras; Coolpix® compact digital cameras; Coolscan® digital film scanners; Nikonos® underwater photographic systems; and Nikon sports and recreational optics. The company plays an active role in supporting aspiring and advanced photographers through a variety of organizations, educational programs, events and workshops. For product information, contact Nikon at 800/NIKON-UX or visit http://www.nikonusa.com, which links all levels of photographers to the web`s most comprehensive photo learning and sharing communities.
The matters discussed in this news release contain forward looking statements that are subject to certain risks and uncertainties as described under the caption ``Factors That May Affect Future Results`` in the company`s annual report on Form 10-K and quarterly reports on Form 10-Q, filed with the Securities and Exchange Commission. The company assumes no obligation to update the information in this release.
Note to Editors: All trade names are either registered trademarks or trademarks of their respective holders.
SanDisk`s web site is: www.sandisk.com
--------------------------------------------------------------------------------
Contact:
SanDisk Corporation
Mike Wong, 408/548-0223
mwong@sandisk.com
or
Nikon Press Contact
Tamara Turse, 201/460-2847
tturse@mww.com
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