Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of computer and gadget memory specialist SanDisk
So what: SanDisk's second quarter made fun of Wall Street expectations with 17% year-over-year revenue growth and 11% higher earnings. The company was able to overcome ever-lower product prices with dramatically higher unit sales.
Now what: In particular, SanDisk likes what's going on in retail channels of emerging markets where the company claims to be stealing market share from Micron Technology
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