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Sides of a shortage in the industry have bolstered the stock reports of many of the chipmakers recently with a notable exception of Intel.
-- SanDisk is no exception has been among the beneficiaries rally almost 30% -- last three months so.
How could they ensure the rally is not short lived let's head back to Liz Claman live in Palo -- David tried being in this business one minutes -- component shortage the next it's oversupply in the Flash Memory business.
What it just constantly changing constant state of flux but SanDisk has been in the business long enough to know how to field all of these moves.
And so on chamber -- is the CEO of -- this -- That's what I wanna get to right away in the past spring boxers stock has skyrocketed it -- really rallied nicely simply because there's a perception there's a shortage but.
What about stretching -- out to really continue to have a nice run for the stock for the company what are you don't.
Uniforms above their demand for Flash Memory in these as Smart -- since it's a Smartphones.
I'm talking devices that just continuing to exclude continue to increase at the same time industries now experiencing there can be demand supply of evidence.
And on top of that -- this has expanded its product portfolio of so the combination of these three factors gives us you know some optimism for not only the second half but as we look ahead at next CNN's though.
We believe him be strong demand supply balance and -- -- put -- of -- OK so you heard it here first next year as supply and demand balance and at least a strong one but let's bring -- home to the actual viewer who's watching right now.
You're very big in the memory stick and -- camera card business in the retail stores etc.
you've got some in your pockets but.
You know -- you talk about that.
You have to advance and move on as -- going now into yeah.
-- business tell us what that means this -- You know cash usage and enterprise applications -- -- teasing fashion data centers flashing ploughed their positions are serious cerberus is being disruptive.
Too hard -- to -- what flesh is doing is because of this attributes of we're running fast giving you fast response time minute -- is tuned into the you know it's with a cloud.
-- you'll -- since.
Slash takes -- less speeds.
Flash also thinks that's less follower Susan G deeper winds -- values and that's why it's growing Indian -- to it.
Incentives to quite the company quote clients technology -- -- -- Bid enterprise hardware solutions in the long it's supplemented of its software -- -- this kid as a.
I want to show people so here is for the enterprise business -- some gonna tick off the cover and what you have here is.
This piece of equipment that then it enables the cloud -- all of the workings and SanDisk makes this.
That's -- problem we have breaking 50000 dollar piece of equipment I don't know but other tell us what this will do.
So this has -- Flash Memory chips and and this can actually today go -- to capacities of it turned to keep up -- and it.
And it fits in the -- -- full Specter of what this does is it -- into your it doesn't this.
Lets you access who -- beat up fast.
And data centers that accusing me using it to give consumers.
And enterprise business spend.
You know strong expedience that -- Texas the -- of.
That I asked for protection.
-- hard disk drive potentially go away.
You know hard this sort of an orderly as he did but -- content view is that classroom he is going to continue to get bigger and bigger.
And it's gonna confuse -- affiliates more than more of the hardest in the future.
Sun Jammer rupture of Sandra -- thank you very much for joining us -- -- you have heard him for alongside add a great UC Berkeley cal bear look good -- -- I don't we lost our first game not so great.
David as we say good -- from the clipboard headquarters and of course on behalf of Intel and Hewlett-Packard are hosts for year five -- three days in the valley.
What are crew we've had on behalf of the Fox Business crew that we have here backlog police about what love us -- -- peek Regina and Lance clear eleven the whole team.
We are -- you goodbye from Silicon Valley see you later -- -- it is agree.
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