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Author:

Jam ok

Subject:

Off Topic

Date:

03/27/15 at 1:34 PM CDT

 

 

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Sentiment:

Neutral

Ah - Perhaps it's the larger sector(s) - and SNDK

<p>OT- Perhaps the networker weakness is weakness from  somewhat related sectors - computers, storage, etc. are struggling in the face of how weak overall demand seesms - eg., SanDisk (SNDK) being the 'poster child' for this, falling an astounding 18% the other day on guiding downward and withdrawing 2015 guidance, and overall down from a high of about 105 now to the mid-60's. PC business is clearly hurting as INTC guided lower, pc shipments are disappointing, (and as always, MSFT producing buggy crapware and holding customers hostage won't help them sell Win 10.) I would actually see SNDK as a potential stock to buy, as I think this problem is temporary, their cost structure and margins look poised to improve, they the leading firm in production of 3d flash nand), and in the long run, like bandwidth, more flash memory demand is almost a certainty. Several articles on Yahoo finance give some insight into the problems and the support, or lack thereof. One of them (not necessarily the best) is ...mmm - maybe this board won't accept links to articles from elsewhere - 'paste' not working, it seems. Anyway, SNDK also has about a 1.9% dividend at this price.</p>

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