SANDISK...Q3 (lesenswert!)

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SANDISK...Q3 (lesenswert!) tgk1
tgk1:

SANDISK...Q3 (lesenswert!)

 
03.11.00 10:21
#1
SANDISK ANNOUNCES RECORD REVENUE AND OPERATING
                                                    INCOME FOR THIRD QUARTER 2000

                                          SUNNYVALE, CA, October 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.  
                                                CompactFlash and CF are trademarks of SanDisk Corporation.

SANDISK...Q3 (lesenswert!) 208964
SANDISK...Q3 (lesenswert!) 208964
SANDISK...Q3 (lesenswert!) tgk1
tgk1:

P/E Ratio: 14,90!!!

 
03.11.00 10:43
#2
Ein Schnäppchen:

SanDisk mit Gewinnsprung

Einer der führenden Anbieter von Flash-Memory-Karten, SanDisk (Nasdaq: SNDK), meldete heute nachbörslich Zahlen für
das abgelaufene 3.Quartal und übertraf damit erneut die Prognosen der Analysten.

Der UmsatzGewinn konnte sogar um 294 Prozent auf 25,6 Mio. US-Dollar (0,35 Dollar je Aktie) gesteigert werden und damit
die Konsensschätzungen von 0,28 US-Dollar je Aktie locker schlagen.

Säulen des rasanten Wachstums waren die Kernprodukte CompactFlash und MultimediaCard, die in Digitalkameras,
Camcorder, MP3-Player oder Mobiltelefonen Einsatz finden. Trotz guter Zahlen notiert das Wertpapier nachbörslich mit 1-1/4
US-Dollar schwächer bei 55 US-Dollar.

Donnerstag, 02.11.2000, 16:34

SanDisk investiert in Divio

Einer der führenden Hersteller von Flash-Memory-Karten, SanDisk (Nasdaq: SNDK), hat sich mit 10 Prozent an dem
Unternehmen Divio beteiligt. Die Firma entwickelt digitale Kompressionstechnik, die u. a. in Videokameras oder MP3-Player
eingesetzt wird.

SanDisk wird insgesamt 7,2 Mio. Dollar in Divio investieren und einen Sitz im Aufsichtsrat einnehmen. Die Beteiligung passt
sehr gut ins Konzept von SanDisk, denn das Unternehmen selbst liefert Flash-Speicher für eine Vielzahl von
Video-Applikationen. Der Markt für digitale Videoprodukte soll nach Ansicht der Marktforscher von Dataquest bis zum Jahr
2004 auf ein weltweites Volumen von 10 Mrd. Dollar (2000: 4 Mrd. Dollar) anwachsen.

Das SNDK-Papier kann aktuell von der Meldung profitieren und notiert mit einem Kursplus von 3,8 Prozent bei 55-5/32 Dollar.  
SANDISK...Q3 (lesenswert!) tgk1
tgk1:

Sandisk Introduces TriFlash

 
15.11.00 08:39
#3

     Sandisk Introduces TriFlash, a High Capacity Small-Size Embedded Flash Memory Device; Initial
     ``Megamarkets'' For TriFlash Internet Music Players And Cell Phones

       
      MONDAY, NOVEMBER 13, 2000 8:46 AM
      - BusinessWire

     LAS VEGAS, Nov 13, 2000 (BUSINESS: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.

     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 Result" 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 companies assume no obligation to update the
     information in this release.

         CompactFlash is a trademark of SanDisk.
         SanDisk's web address is www.sandisk.com.

         Photo is available.
SANDISK...Q3 (lesenswert!) tgk1

& noch eins drauf +30%

 
#4
Monday, December 11, 2000
MO closes NA deal; S&P moves
--12:49 pm - By Chris Kraeuter
Philip Morris (MO: news, msgs) closed its buy of Nabisco Holdings (NA: news, msgs) for $55 a share in cash and about $4 billion of Nabisco’s debt, for a purchase price of $18.9 billion. Now that the merger is closed, Standard & Poor’s will make several changes in its indexes after Monday’s close. Kinder Morgan (KMI: news, msgs) will replace Nabisco Holdings in the S&P 500. SanDisk (SNDK: news, msgs) will replace Kinder Morgan in the S&P MidCap 400. Philip Morris shares are down 88 cents, or 2.2 percent, to $38.75. Kinder Morgan shares are up $3.88, or 8.5 percent, to $49.56. SanDisk shares are up $15,45/64 or 30 percent, to $68.

Cool...mit einem Schlag zum klassischen Fondswert geworden!

Grüsse
TGK


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