Shlomi Cohen, one of Israel's veteran financial journalists wrote an excellent piece on SanDisk yesterday. I have followed Cohen's work since I have been in Israel, and he has proven to be very much in the know when it comes to the NAND flash memory industry.
In his column, he attempts to [and in my opinion, succeeds] pinpoint the reasons behind last Friday's market trashing of the stock.
You can view his piece here.
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