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Sandisk (SNDK)

Iniciado por cronaldo, Março 31, 2008, 04:54

Tópico anterior - Tópico seguinte

cronaldo

Tenho acompanhado esta acçao e na passada 6.feira atingiu o valor mais baixo historico de sempre nos $19.54  :o

Onde a 6 meses atras andava nos $50.00  ::)

Sera que a tendencia baixista acabou ?...ou sera que a tendencia se mantem?

Jesse

cronaldo, isso são perguntas que ninguém sabe responder embora possam responder com toda a convicção do mundo.

Mas pode traçar uma linha descendente. Quando o preço ultrapassar essa linha, existe a possibilidade de que a tendência tenha sido alterada.
(*) Utilizador banido do Clubeinvest

fig

Bem esta semana deverá fazer novos minimos quase de certeza, mas novos minimos nesta acção na casa dos 19 deverá ser interpretado como um forte sinal de compra para medio prazo
Abraço.
fig


O triunfo não se mede pelo estatuto que se atingiu na vida, mas pelos obstáculos ultrapassados no caminho.

Alvaro Pereira

Bom dia

Encontrei alguma informação sobre a Skandisk no endereço listado. Espero que ajude. Após a sua leitura considero que a cotação da Scandisk poderá descer mais um pouco até a Apple iniciar as suas encomendas de memórias durante o segundo trimestre. Apartir desse momento acredito que a cotação da Scandisk irá subir.

http://www.globes.co.il/serveen/globes/DocView.asp?did=1000325858&fid=1176

SanDisk is down but not out
The flash market's fortunes seem increasingly tied to Apple products.
Shlomi Cohen 25 Mar 08   17:00
One of the most frustrating stocks this year is SanDisk Corporation (Nasdaq:SNDK), which last week slumped 7%, and was down 38% since the beginning of 2008, and by 56% since the acquisition of msystems. One person who is taking massive losses, albeit on paper for the time being, is msystems founder Dov Moran, who came away with $100 million worth of SanDisk shares after he sold msystems to it in 2006 at a value of $1.6 billion. These shares are now worth a mere $44 million.
Moran's SanDisk shares are locked up until November this year, and I came away from a recent meeting with him with the impression that this loss has not put a damper on his elation with the launch of Modu, the innovative handset he has developed, and certainly not the massive funding he is currently in the process of raising for the company producing it. Moran sees a potential billion dollar market for Modu and he seemed pretty calm to me about SanDisk, possibly because he knows that its flash technologies, both the current and the newer ones, some of which remain under wraps, will be an integral part of the potentially gargantuan market for mobile devices and handsets in the coming years.

SanDisk digs itself into a new hole almost daily, as the NAND flash chip market continues to suffer from oversupply and falling prices. After Intel Corporation (Nasdaq: INTC) warned two weeks back of a 2% loss in gross margins on its entire first quarter sales because of the NAND sector, Toshiba (TSE: 6502; LSE: TOS; XETRA, AEX, Paris: TSBA), followed suit last week with a warning of its own. Toshiba, as is known, is SanDisk's partner in its fabs in Japan. These two warnings, coupled with another warning last week from handset manufacturer Sony Ericsson, a major SanDisk customer, broke JP Morgan analyst Paul Coster who downgraded SanDisk to "Neutral" from "Overweight" causing the weekly drop in the share.

Coster says the NAND market had been hoping to see prices stabilizing in the first quarter following the shutdown by Samsung and Hynix of old fabs, but this has not yet happened, and the new Solid State Drive (SSD) flash technology which should have ratcheted up demand for flash chips is still in its infancy. Coster also draws attention to the fact that the SanDisk brand in the electronics market, for instance in media players where it ranks second to Apple Inc. (Nasdaq: AAPL), has yet to take off. With the share currently traded at a multiple of 13 times 2008 earnings, which Coster estimates at $1.55 per share, he is loath to advise investors to sell, but he also warns against increasing positions until such time as the trend in the flash chip market changes course.

For those who are concerned, SanDisk will not issue a warning for the quarter. I say this, not because I know something that others don't, but because this is its policy - any reporting, for better or worse, is made only on the day the company unveils its results. In addition, SanDisk announced at its analysts' conference a month back that it would be making a preemptive cut in prices of its products for retail chains, adding that this reduction had not yet been decided on when it issued its guidance for the first quarter. Some analysts were quick to downgrade their estimates on hearing this, as if the company had issued a warning. At a price of $20, and with Intel and Toshiba having both issued earnings warnings over the last two weeks, investors have already priced in a substantial miss in the first quarter.

Cheap production technologies

Over the last three years the NAND chip market has become highly dependent on orders from Apple Inc. (Nasdaq: AAPL) because of its size. In addition to launching a full suite of flash-based iPod players, Apple has been consistently increasing the flash storage capacity of its iPhone handset, which was only launched last summer. The first handset, it will be recalled, which originally went on sale with a starting capacity of 4Gb, was very promptly taken off the market, and today's top selling model has four times that capacity, 16Gb. Towards June, Apple will launch an advanced version of the handset with 3G communications technologies and, apparently, increased flash storage capacity as well. Market sources believe the orders from Apple for flash chips will start coming in by next month, causing prices to stabilize.

The flash market should be getting a substantial shot in the arm from the SSD sector in the second half of the year, on top of the usual seasonal spike in demand in the run-up to autumn's holiday sales season. The heavyweights in the field - Intel, Toshiba, and Samsung - are planning new launches of, among other things, MLC SSD devices which will offer better competition to conventional hard drives, so demand is expected to be far higher than it is at present.

SanDisk's plans for its SSD business remain pretty much unknown. It indicated on the analysts' day that it was in no rush, since flash prices are still high and that it will take a few more years for this market to reach its peak. Intel, for its part, is moving full steam ahead, and is stubbornly holding on to its loss-making flash production capacity through Micron Technology (NYSE:MU), solely because it already sees that all-important SSD market happening this year. Toshiba, SanDisk's partner in its flash fabs, is now launching a range of MLC-powered SSDs with a storage capacity of 128Gb.

SanDisk's technological resources in SSD are in msystems, and it is highly likely that the teams which stayed on at SanDisk following the merger are hard at work on both the development of a special flash controller for the SSD market, and cheaper production technologies. It will come as no surprise to me if SanDisk's announcements regarding all of this happen a lot sooner that it led the market to believe.

Um Abraço,

Álvaro

cronaldo


Excelentes comentarios e analises

Mto obrigado

tiagodandre

Nem por acaso...


SanDisk (SNDK) NewsBite - SNDK Lifted by Growing Sales
Posted on Monday, March 31, 2008 10:19 AM

http://www.marketintelligencecenter.com/articles/572181

Bela sessão até ao momento!... ;)

Cump.
"Aprenda com os erros alheios. Não viverá o bastante para cometer todos os erros." (Martin Vanbee)

"Investir em conhecimento rende sempre os melhores juros." (Benjamin Franklin)

cronaldo


parece que o suporte foi mesmo os $20

SANDISK CP(NasdaqGS: SNDK)
After Hours: 22.57 0.00 (0.00%) as of 5:25PM ET on 03/31/08
Last Trade: 22.57
Trade Time: 4:00PM ET
Change:  1.31 (6.16%)  :o

cronaldo

#7
Nao fui eu que fez renascer isto  ;D
mas que agora ligou o turbo,ligou pois....nem duvidem  ;)

SANDISK CP(NasdaqGS: SNDK)
After Hours: 24.77 0.00 (0.00%) as of 6:43PM ET on 04/01/08
Last Trade: 24.77
Trade Time: 4:00PM ET
Change:  2.20 (9.75%)   :o

Moral da historia: em 2 dias +15.91% ($3.51)  ::)

talexandre

#8
Caros,

Vejam as minhas mensagens de 13 e 29 de Março...

/forumbolsa/index.php?action=profile;u=6007;sa=showPosts

Cumprimentos ;D

Jesse

A SNDK quebrou a Lt descendente, o que é algo mt bom, quebrou a lt logo com um gap mas talvez não seja mau pq no movimento anterior também ocorreu um gap.

Deixo gráfico de 3 anos que pode ser consultado em www.stockcharts.com

(*) Utilizador banido do Clubeinvest

joao5bento

Larguei o as minhas da citi a 14.20 e entrei nesta menina a 25,46, mas desceu e está a ter alguma dificuldade em subir os 25. Vamos ver! As declarações do Bernanke tb não estão a ajudar, apesar dos bons números do emprego!
Cumprimentos

"Quer pouco, terás tudo. Quer nada, serás livre."

cronaldo

Citação de: Jesse em Abril 02, 2008, 17:52
A SNDK quebrou a Lt descendente, o que é algo mt bom, quebrou a lt logo com um gap mas talvez não seja mau pq no movimento anterior também ocorreu um gap.

Deixo gráfico de 3 anos que pode ser consultado em www.stockcharts.com


Excelente analise,jesse

E o mais curioso é ver nesse grafico o duplo down onde das 2x foi aos $35 e subiu ate aos $60...esta acçao é tipo matematica onde 1+1=2....so nao tira bons dividendos quem nao quer  ;D

sera que nao havera 2 sem 3 !!!???... ;)

cronaldo

#12
Citação de: joao5bento em Abril 02, 2008, 18:06
Larguei o as minhas da citi a 14.20 e entrei nesta menina a 25,46, mas desceu e está a ter alguma dificuldade em subir os 25. Vamos ver! As declarações do Bernanke tb não estão a ajudar, apesar dos bons números do emprego!

De facto hoje o Bernanke veio acalmar a festa desta menina mas a 25,46 é uma excelente compra...eu comprei 1000 a 22,35...e ate ao final do ano conto vende-las entre os 50,00/60,00...ou se o natal ate for mais cedo...quiça  ;)

La tive que por a sogra...no prego  ;D....va la que foi por uma justa causa  ;D ;D ;D

joao5bento

Eu tb comprei por volta das 1000, se soubesse que subiria até esses valores tb punha a minha!  ;D Mas como já pus a minha namorada na Sonae, por volta dos 1,50, dizendo que era uma excelente compra, e agora tenho de a ouvir todos os dias a reclamar cmg, tão cedo não arrisco! LOL!  :P
Cumprimentos

"Quer pouco, terás tudo. Quer nada, serás livre."

Jesse

cronaldo, nome curioso esse, esse é que está cheio de papel  :)

mas não fiz nenhuma análise apenas vi o gráfico do site e tracei uma linha no paint e vi os dois gaps, isso qualquer um o pode fazer.  :)

Agora deve-se acompanhar como ela reage à zona de 25 a 28, se supera ou não, se continua com força ou não... ter quebrado a Lt é bom mas acho que é melhor jogar-se pelo seguro e ir acompanhando porque pode sempre perder a força e em vez de ir por ai cima, ir por aí a baixo...

(*) Utilizador banido do Clubeinvest