SanDisk (SNDK)

Q4 2010 Earnings Call

January 27, 2011 5:00 pm ET


Sanjay Mehrotra - Co-Founder, Chief Executive Officer, President, Chief Operating Officer, Director and Member of Secondary Executive Committee

Judy Bruner - Chief Financial Officer, Principal Accounting Officer, Executive Vice President of Administration and Member of Secondary Executive Committee

Jay Iyer - Director of Investor Relations


Atif Malik - Morgan Stanley

Uche Orji - UBS Investment Bank

Kate Kotlarsky - Goldman Sachs

Hans Mosesmann - Raymond James & Associates

Tristan Gerra - Robert W. Baird & Co. Incorporated

Bobby Gujavarty - Deutsche Bank AG

Daniel Amir - Lazard Capital Markets LLC

Daniel Berenbaum - Auriga USA LLC

Hendi Susanto - Gabelli & Company, Inc.

Craig Ellis - Caris & Company


Question-and-Answer Session

Judy Bruner

In terms of the impact on the fourth quarter, Daniel, it was really the $18 million charge that I described. It really did not impact revenue in the fourth quarter. In the first quarter, our available supply is reduced by something less than 10% relative to the Power outage. And we're making up for some of that with non-captive purchases. But it is a factor in our available supply in the first quarter.


Our next is Daniel Berenbaum from Auriga USA.

Daniel Berenbaum - Auriga USA LLC

Just again looking at the guidance, when you talked about Q1 ASP declines being relatively benign and then looking at 2011 being relatively worse than 2010. Can you help us put a little bit more structure around that? Just put some numbers around that?

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