To reach transcripts either click on the links below or use the sidebar box titled “Pages.” Transcripts are organized by date: year.day.month
Over the years, have transcribed presentations, conference calls and so forth that I found particularly interesting or valuable. It has been helpful to have a record of exactly what was said on a particular occasion. Word choice, phrasing, context and so forth can be very revealing.
Have decided to put up some transcripts as an experiment. Hopefully will put up more as time goes on. Likely as background for specific blog posts.
When transcribing, am very literal. Include what was said, incomplete sentences and all, though don’t bother with operator comments or safe harbor statements. If I’m not sure of a word, will often add (?) following the word. If I’m not able to make out a phrase will use [inaudible] or [missed words]. If I add my own notes, use [brackets].
2006.05.11 msystems Analyst Day Part I
x4 was announced on this analyst day and the presentations focussed on this technology. This was msystem’s first, and as it has turned out, only analyst day as msystems was acquired by SanDisk the following month. These presentations include x4 info that to my knowledge was never presented elsewhere.
“What happened to x4?” attempts to update the saga.
This FLSH analyst day was webcast live, but no replay was ever available. In the interests of not cluttering up the pages box, am just putting it up in two parts. Each part contains several presentations.
Part I includes:
Dov Moran, President and CEO
Simon Litsyn, Chief Scientist, Future Technologies Group
Ronit Maor, CFO
Q&A (Part I)
2006.05.11 msystems Analyst Day Part II
Part II includes:
Ira Cohen, VP Marketing and Development- MNO division
Co-Manager- Mobile Handset Division
Amir Tirosh, General Manager Embedded Systems Division
Tzipi Ozer-Armon, General Manager Retail and Enterprise Division
Daniel Schrieber, VP Marketing and Business development
Dov Moran, President and CEO
Q&A (Part II)
2007.07.10 Tower: Emerging Growth Conference
Tower Semiconductor CEO Russell Ellwanger’s presentation from C.E. Unterberg, Towbin’s Emerging Growth Conference in New York. A good overview of Tower.
Background/supplemental material for “SanDisk & Tower Semiconductor”
2007.02.26 Eli Harari SanDisk Analyst Day
These are Eli Harari’s introductory remarks from SNDK’s 2007 analyst day. An excellent overview of SNDK’s vision and business strategy. Presentation took about an hour.
The audio and the slides are available on the SanDisk site in Investor Relations.
2007.07.19 SanDisk Q2 Conference Call
2007.08.15 Tower Semiconductor Q2 2007 Conference Call
July 30, 2007 at 8:18 am |
hi savo
ocngrats for your work
go to http://WWW.SEEKINGALPHA.COM
exlnt transcripts of all major COs
August 13, 2007 at 8:09 am |
Great job. Let me know if you need any Hebrew -English translations.
August 14, 2007 at 7:19 pm |
Hi aporeh,
Nice to hear from you. Thanks for the translation offer.
After the post on SNDK & TSEM. Have noticed that a few Hebrew sites have become “referrers” to my blog. Am a bit curious about what kinds of sites these are. Can you explain?:
http://talniri.co.il/forums/forum.asp?id=1
http://www.sponser.co.il/Forumm.asp
http://www.bursacenter.co.il/ShowForum.aspx?ForumID=1
http://www.talniri.co.il/forums/Message.asp?Id=219632
Best,
Savo
September 3, 2007 at 11:58 pm |
The first (talniri) is a single indiv post on a discussion board
The second, sponser is another discussion board
The third bursacenter is a discussion board with interesting comments… nothing about SNDk… the interesting notes are related to ORA. Ormat is is worth looking at. A great company that might be going through a hostile takeover.
May 18, 2009 at 10:24 pm |
Savo, I have followed you for quite some time. Thanks for what you do. I listened to the JPM call today, I can not think of the last time I have felt as good about the prospects. I have been around for 10-12 years and I think Eli may feel the same way. Again, thank you. David Harris
May 20, 2009 at 6:58 pm |
Hey David,
10-12 years is a long time for this business. Were you in SanDisk all along or did you come at this through FLSH?
FLSH was a rather remarkable company. I wish Dov the best with Modu. This is a tough time to be trying to trying new ideas.
I was also encouraged by the JPM event. I suspect that the big deal, and the reason that Eli was in such a good mood, was the continuing strength of NAND pricing. This is boring and obvious, but a big deal nonetheless- for what it can do for the health of SanDisk’s business.
Accordingly, I expect SanDisk will surprise on the upside for Q2.
Continuing strong demand is rather remarkable given the consumer doldrums. When the NAND producers go back to full capacity in the 2nd half of this year, I suspect a lot of folks are expecting a collapse in NAND pricing.
Reading between the lines of Eli’s JPM comments, I think SanDisk believes demand will soak up this supply.
I have put up a transcription of JPM which can be accessed through the pages box. I may post some additional thoughts if I have time this week. If not, then probably next.
Best,
Savo