SanDisk InfiniFlash very disruptive, says Bernstein After SanDisk (SNDK) introduced a new all-flash scale-out storage system offering for big data workloads called InfiniFlash, Bernstein thinks the product is competitive with HDD for big data applications, and is also competitive with other all-flash offerings in the market. bernstein says that the poor reaction of SanDisk's stock following the launch indicates that the market does not understand the extent of InfiniFlash's disruption. The firm reiterates a $100 price target and Outperform rating on the shares.
Morgan Stanley likes SanDisk shares here Morgan Stanley's NAND checks indicate supplier inventories are low and 1H 2015 pricing is holding up better than expected. Furthermore, contacts indicate Samsung's Galaxy S6 launch on Sunday will likely have upgraded NAND content of 32/64/128GB vs. the S5's 16/32GB. The firm believes the S6's content would absorb more bits in 1H than previously expected and help support NAND prices. The analyst reiterates SanDisk's Overweight rating and likes shares at these levels.