3SOF

Citigroup - the bigest bear on the stock and the space - upgraded flsh from hold to buy and raised his price target from $24 - $33 yesterday.

Volume is 5.7mm in the past two days (avg volume the past 30 days -450k)

52 week high 26.18.....look for a small pullback today and i would be a big buyer here as the news flow could very positve for this NAND flash memory player as the price point for NAND memory closes in on the hard drive mkt. Upside is huuuuuuuuuuuge on FLSH and SNDK.

Medda, you have nailed this on the head.  I'm in there and have been riding the wave.  This is about to break a 52wk high.  Way to go.  Aplaud

short interest is out for july 15th - flsh is up at 1.7mm short +200k - love it.


don't forget stxn .....needs to break 2.46 on volume.

FLSH had a great run last week, but the stock trade only gets better from here. Management will be in NYC for 3 days meeting with the top largest hedge funds and mutual fund companies in the world. 

Stock may come back to fill the gap at 24, regardless, accumulate all the stock you can for a run to $28 - $30 over the next 2 weeks.

Hi

David picked GIGM for their extremely positive fundamentals and low price.

Well, I think we have here the same thing, but  FLSH also undervalued in spite of its
leading position in the market which growing very fast. The main and wrong
reason (according to FLSH's menagement comments) to that is entering of Intel/Micron to NAND market. NAND Memory industry has the capacity problem - not enough supply! Intel beleives NAND will be huge market, until recently they didn't beleived in NAND and their area
was NOR memory.

In Israel FLSH is among best and promisable companies, like TEVA.



Here is results :

http://www.m-sys.com/site/en-US/InvestorRelations/InvestorInfo/FinancialStatements.htm

Enjoy

Best,
Vova

After coming down from th emid 30's to the mid 20's this stock has come half way back, and appears to want to go much higher.  Same space as SNDK which was just added to the S&P.  The company prereleased good numbers and I feel has a lot of good news in the pipeline.  I anticipate this stock going right through annual highs, as in the face of the market cooling it has shown significant strength.

I suggest everyone take a position in FLSH this week. Company just announced their breakthrough technology that will allow 4bits per cell into NAND memory. Currently SNDK is collecting royalties and licensing fees on 2bits per cell/MLC. Company says by 2007 they will see the impact of this technology. Here's what i believe, i've been following the company for 12 yrs:

Company will be at a Bear Stearns meeting this week along with an UBS meeting at the company's headquarters. Next week JP Morgan will have them presenting in front of their clients and lastly, Citigroup will be hosting them at their tech conf in late May.

WR Hambrecht just raised price target from 38 to 46, CIBC 36 -  40, Citi maintained a 47 target.

CEO will place X4 into mass production by 4th qtr 2006 not 2007. eps estimates are way too low. i see 2.10 for 2006, the street is at 1.40. 2007 estimates are at 2.20 i believe they will reach 3.50 - 3.75. This company will create lots of upside.

PS the chart just formed a cup n handle.............47 fast:)

updates:
1)
FLSH: WR Hambrecht Keeps @ Buy; Ups Tgt to $46 vs $38; Analyst Notes
Friday , May 12, 2006 09:19 ET
Issuer: M-Systems Flash Disk Pioneers LTD (NasdaqNM: FLSH)
Analyst Firm:  WR Hambrecht
Ratings Action: REITERATION
Current Rating: Buy
Target Price Action: INCREASE
Target Price: $46.00 (+21.05% from $38.00)
Analyst Comments: The firm notes that M-Systems held its 1st Analyst Day in which the company announced the release of its new technology - x4. While they had somewhat anticipated that the company would release its new technology of 4-bit per cell, yesterday's release was above their expectations in its potential impact on the M-Systems business model. In addition, the firm believes that the x4 could have a profound impact on M-Systems GM as early as 2H07 when the company ships in volume production.

2)

FLSH: Deutsche Bank Keeps @ Buy; Ups Tgt to $45 vs $40; Analyst Notes
Tuesday , May 16, 2006 11:01 ET

Issuer: M-Systems Flash Disk Pioneers LTD (NasdaqNM: FLSH)

Analyst Firm:  Deutsche Bank
Ratings Action: REITERATION
Current Rating: Buy
Target Price Action: INCREASE
Target Price: $45.00 (+12.50% from $40.00)
Analyst Comments: According to the firm the company has announced a breakthrough technology, called x4, at its first-ever analyst day held on May 11. Through x4, M Systems Flash Disk Pioneers plans to achieve better levels of guaranteed capacity from its fab partners at more beneficial pricing terms. They also point out that there is significant upside to the company's gross margins, given the volume production expected in 2007. Better revenue growth is expected to be complemented by even better earnings growth

chart:

I merged all this Board clutter here to give you a prime example of some of the "not so bright" starting of new threads. On 10 different occasions Medda02 started a new topic on this pick. "A topic with just a single post to it. So when Medda02 had another post to do on this pick a new thread was started. As you can see from all this merging, this thread only became just a little over 2 pages in total.
This looks like the pump and dump approach.   


"FLSH" Threads have been Merged.
Please use the search before starting new threads on a Stock Pick.
Chances are a thread already exist.
So why not post whatever you have to comment about on that pick to that thread.
"Simplicity" My fellow traders.         
All history on a stock pick in 1 thread is awesome.         
Even if the thread has not been posted in in more that 120 days, post to "run an update" the thread is alive again......Why create a new one....   
The use of some common sense, you will know that your post are where they are,1 stock , 1 thread, not hard to find  !!   
Thank You....and good luck with all your trades....make some $$$     


FLSH was taken over by SNDK....

AP
Chips Snap: SanDisk Up on Msystems Deal
Monday November 20, 3:13 pm ET 
SanDisk Gets Modest Jump After Closing Msystems Deal


NEW YORK (AP) -- Flash memory card maker SanDisk Corp. shares got a boost in Monday trading, after the company closed a $1.5 billion deal to buy Israeli flash memory maker Msystems Flash Disk Pioneers Ltd.

W.R. Hambrecht analyst Daniel Amir, who has a "Buy" rating on the stock, said that although the acquisition is expected to dilute earnings in the first few quarters, the transaction could add another 20 cents per share to his 2007 earnings estimate for SanDisk.

Analysts polled by Thomson Financial currently expect the company to report, on average, earnings of $2.77 per share for 2007, while Amir currently expects the company to report earnings of $2.80 per share.

Shares of SanDisk rose 92 cents, or 2 percent, to $48.06 in afternoon trading on the Nasdaq.

Shares of German chip maker Infineon Technologies AG, which also makes flash memory products, were down 5 cents at $12.62 on the New York Stock Exchange, while shares of Swiss chip maker STMicroelectronics, which also competes in the space, were up 8 cents at $18.25 on the New York Stock Exchange.