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SanDisk CEO: Apple’s iPhone created ongoing earthquake in mobile device market
Wednesday, December 26, 2007 - 11:10 AM EST

Bear Stearns analyst Andrew Neff wrote in a note to investors that competition in the mobile device market is "not between RIM and its Blackberry, and Apple and its iPhone but rather, one between smart handsets and ordinary ones, and believes the world is moving toward smart handsets," Shlomi Cohen reports for Seeking Alpha.

MacDailyNews Note: Shlomi Cohen is a veteran Israeli financial journalist and stock analyst who writes the popular 'Buy, Sell, Hold' column for Israel's leading financial publication, Globes.

Cohen continues, "I had occasion to discuss this over the phone with SanDisk Corporation CEO Dr. Eli Harari while he was in Israel two weeks ago to celebrate the first anniversary of the merger with M-Systems, whose team he never ceases to praise. In answer to my question about what was new on the market he said, 'There is an earthquake taking place - that no one is aware of yet - because of the iPhone. Everybody wants to do the same thing, and with a good many flash chips in the process.' We know more about this earthquake after RIM, and now all eyes are trained firmly on Apple, which will announce its own results in January."

Full article here.

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Dec 26, 07 - 11:29 am Comment from: ABQ Peter

does he know laura goldman?

Dec 26, 07 - 11:38 am Comment from: Grigori

Know her? They're in bed together.

Dec 26, 07 - 11:42 am Comment from: tmsruge

That would be "knowing" her in the biblical sense, Grigori. Nice touch.

Dec 26, 07 - 11:44 am Comment from: TowerTone

"'There is an earthquake taking place - that no one is aware of yet"

That reminds me of that age old adage "If there is an earthquake in the woods and nobody hears it, do bears still shit?"

You better believe they does, buddy. The woods are full of them doing it all over themselves, right now.

Dec 26, 07 - 11:45 am Comment from: TowerTone

let's just pretend "does" didn't happen....

Dec 26, 07 - 11:47 am Comment from: Macromancer

"The woods are full of them doing it all over themselves, right now."

Thus, this makes Steve Ballmer a bear.

Dec 26, 07 - 11:54 am Comment from: So What

Never has so much been made about so little.

Steve's phone introduces some cool features that other phone makers are adopting and, in some cases, improving upon.

This will go on and on and on. Isn't that the very nature of technology? Keeps getting better?

So, why all the hysteria about changing the world and crap claims like that?

It's a phone-tunes player people. Nothing more.

Dec 26, 07 - 11:57 am Comment from: hmmmm

@So What
So why do you bother to comment on something not important and just normal. you didn't have to read about it here.

Dec 26, 07 - 11:57 am Comment from: Edgy

"Thus, this makes Steve Ballmer a bear."

I'm not so sure - can bears really be full of bullsh!t?

Dec 26, 07 - 12:03 pm Comment from: TowerTone

Macromancer-

Exactly. But not the only one.

Dec 26, 07 - 12:04 pm Comment from: Randian

@So What

As Homer Simpson would sing unto you . . . "Spider troll, spider troll, does whatever a spider troll does. Can he swing from a web?"

NO, HE CAN'T.

Go back to your WinWeb, Spider Troll.

Dec 26, 07 - 12:06 pm Comment from: Ampar

"'There is an earthquake taking place - that no one is aware of yet"

Whose fault is that?

Dec 26, 07 - 12:09 pm Comment from: TowerTone

"Whose fault is that?"

George Bush

Dec 26, 07 - 12:09 pm Comment from: Cubert

Shalom Shlomi!

Dec 26, 07 - 12:14 pm Comment from: Cubert

So What you are so wrong.

Time will show you and the rest that this is true.

Oh, yeah, I guess I'm still in the Christmas spirit because I didn't rip So What a new @$$hole with multiple examples of how revolutionary the iPhone really is. Merry Christmas.

Dec 26, 07 - 12:21 pm Comment from: Ampar

"Whose fault is that?"

"George Bush"

Too much on his plate or the shock of too much pressure?

Dec 26, 07 - 12:26 pm Comment from: TowerTone

"Too much on his plate or the shock of too much pressure?"

It's that dang New Madrid. What was wrong with the old one?....

Dec 26, 07 - 12:29 pm Comment from: ChrissyOne

@ TT

I rather liked the 'does', actually. I heard shades of Jimmy Durante.

Dec 26, 07 - 12:33 pm Comment from: ChrissyOne

@ Macromancer
"Thus, this makes Steve Ballmer a bear."

I spotted him in the wold once. Careful! He's dangerous when cornered, or when it's raining men.

Dec 26, 07 - 12:34 pm Comment from: TowerTone

@C1

Does? I don't know what you are talking about.....

Dec 26, 07 - 12:34 pm Comment from: ChrissyOne

'wild'

Wow, I'm really off my game today. I think I might have ham poisoning.

Dec 26, 07 - 12:36 pm Comment from: ChrissyOne

@ TT

You're batter at pretending than I am.

Dec 26, 07 - 12:36 pm Comment from: ChrissyOne

Anfd spalleng, tou.

Dec 26, 07 - 12:38 pm Comment from: TowerTone

Let's leave my bat out of this.
-on second thought.....

Dec 26, 07 - 12:38 pm Comment from: ChrissyOne

Watch out for bears.

Dec 26, 07 - 12:42 pm Comment from: Ampar

"He's dangerous when cornered, or when it's raining men."

That'll certainly give you paws to consider.

Dec 26, 07 - 12:47 pm Comment from: Marty Wells

Yes, a bear can be full of bull@#*! if he eats what's left behind by those gorging from the trough of Dvorak. Now that's a case of indigestion.

Dec 26, 07 - 12:51 pm Comment from: ChrissyOne

@ Ampar

I can hardly bear your puns.

Dec 26, 07 - 12:55 pm Comment from: Ampar

C1: This cub reporter is betting that your expression was a real Kodiak moment.

Dec 26, 07 - 12:56 pm Comment from: TowerTone

"I can hardly bear your puns."

Yes, there should be a claws pertaining to use of similes here.

Dec 26, 07 - 01:00 pm Comment from: ChrissyOne

I know there's a tasteless joke involving Timothy Treadwell and the Microsoft executive toilet somewhere in here.

Dec 26, 07 - 01:02 pm Comment from: HG

@So What

So What writes: "It's a phone-tunes player people. Nothing more."

Wrong. The network usage data is showing that the iPhone is the first handheld mobile device to successfully achieve the data download rates of a laptop. It's achieving data transfer rates which have until now eluded the other companies for many years.

It's doing it by providing a large screen, easy to comprehend interface, well thought out action flows, optimized applications, and wi-fi.

Dec 26, 07 - 01:02 pm Comment from: ChrissyOne

@ TT

If you dig too deeply for bear puns, are you an Ursa miner?

Dec 26, 07 - 01:04 pm Comment from: ChrissyOne

@ Ampar

I'll try to wipe the grizzly look off my face.

Dec 26, 07 - 01:11 pm Comment from: Ampar

HG: I agree but you'll never convince the lonely trolls that just like to spew stupidity because they are truly desperate for any attention.

Dec 26, 07 - 01:15 pm Comment from: TowerTone

"If you dig too deeply for bear puns, are you an Ursa miner?"

Very good. I am starry eyed with envy, and may need to sleep on that awhile, as I have lost my bearing in this puntification of panda-monium.

Dec 26, 07 - 01:17 pm Comment from: Ampar

"I'll try to wipe the grizzly look off my face."

O.K., 'cause I know what that's fur.
But later can we sing our favorite song, "Salmon Chanted Evening"?

Dec 26, 07 - 01:19 pm Comment from: TowerTone

"Salmon Chanted Evening"?"

OK, that one's headed DOWNstream!

Dec 26, 07 - 01:21 pm Comment from: Ampar

If not that, what den? "Honey"?

Dec 26, 07 - 01:25 pm Comment from: TowerTone

Honey?
All right, (but first)let me slip into my Teddy....(;)

Dec 26, 07 - 01:25 pm Comment from: ChrissyOne

@ TT
"panda-monium"

Excellent, but we'll have to get a judges ruling on that one, since a panda is actually a raccoon. Or am I being overbearing?

@ Ampar

Play your cards right and alaska out to dinner, too.

Dec 26, 07 - 01:28 pm Comment from: TowerTone

and yes, I meant to write "Teddy, bare."

Dec 26, 07 - 01:30 pm Comment from: TowerTone

"Play your cards right and alaska out to dinner, too."

But Idaho!

Dec 26, 07 - 01:31 pm Comment from: ChrissyOne

I've had enough, I'm off to hibernate.

Dec 26, 07 - 01:31 pm Comment from: ChrissyOne

@ TT

Of course you are.

;P

Dec 26, 07 - 01:33 pm Comment from: TowerTone

"@ TT

Of course you are.

;P"


Only kidding. I am actually Bering Straight.....

Dec 26, 07 - 01:37 pm Comment from: ChrissyOne

Careful you don't get blown off course.

Dec 26, 07 - 01:39 pm Comment from: Ampar

"Bering Straight"

But Aleutianing up?

Dec 26, 07 - 01:46 pm Comment from: seedavenkc

You have all gone "polar!"

Dec 26, 07 - 01:48 pm Comment from: Dougless*

Apple has the best UI (user interface)
and it has the best UE (user experience).

Many competitors just have single touch... lacking any true feeling

Multi-Touch on Apples iTouch and iPhone
have yet to be equaled.

With Apples gPhone (3G) due out March.
Apple Inc. is unmatched in it's sales and product.
Holding a firm and huge lead in the suggested Earthquake.

BTW - the shake-up is still happening...
Apple has just started... the rest are completely clueless.

"Shock & Awe"... mentioned months ago... Apple will debut this Ad around February 24th. If not celebrating Jobs B-day.

enjoy SanDisk, Samsung, RIM, MS - you better prepare to swim.

d

Dec 26, 07 - 01:49 pm Comment from: TowerTone

@C1
OK. I'll keep my mast pointed in the (far)right direction!

Amp
Can a "duh" be an acceptable reply?

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