http://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/ Engadget Comments for Samsung says it's absolutely not pursuing SanDisk any longer, just listening to Blood on the Tracks for no reason http://www.engadget.com/media/feedlogo.gif http://www.engadget.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/http://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/http://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/Sep 6th 2009 12:01AMhttp://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/http://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/Sep 6th 2009 12:13AMhttp://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/http://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/Sep 6th 2009 12:26AMhttp://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/http://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/Sep 6th 2009 12:24AMhttp://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/http://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/Sep 6th 2009 3:10AMhttp://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/http://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/Sep 6th 2009 3:16AMhttp://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/http://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/Sep 6th 2009 4:39AMhttp://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/http://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/
Palm on the other hand had negative $736 million revenue last FY and made a net income of negative $732 million dollars. If Samsung like their money and profit, they would stay away from Palm (at least for now). The Palm OS, however good it may be, is an ant compared to Samsung's vast enterprise.

ARM at least, seem to be making some money - but Samsung is probably happy enough licensing their IP for now.

I might come off like a Samsung fan boy, I'm not - but the sheer magnitude of this company cannot be understated.]]>Sep 6th 2009 9:26AMhttp://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/http://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/But, the current memory chip market will become more and more crowded and we'll see more chicken games in the future. Taiwan has consolidated its memory chip companies and the newly consolidated company is getting their semiconductor tech from Elpida.
This chicken game will become more and more prevalent not only in the DRAM market,but also in the NAND memory sector. Toshiba, Panasonic, and NEC are consolidating their business to improve efficiency.
The only two companies that make money in the memory chip market are Samsung and Hynix both of which are based in Korea. But they have razor thin profit margins. Any price fluctuation in the memory market due to supply will throw their margins off.
I believe Samsung should slowly move away from the memory chip market in order to improve profit margin and that's why I recommended ARM to be a good fit. Of course, Sandisk would be very nice since they hold key patent assets.
Yes, Samsung is a behemoth in terms of revenue in the cell phone market. It trails just behind Nokia. However, when we look at the profit margin, it's actually apple that holds 30% of the mkt share in terms of profit margin. Samsung's been churning out phones like crazy, but its profit margin will not improve without a consistent strategy for cell phones.
Samsung's smart phones like the Omnia, and the Jet look nice and they both have great hardware, but they lack software synergy. I think Palm might have been able to supplement that. Especially since they were on the cheap when the talks broke down with Sandisk in October 2008. Also, the fact that Nokia's been trying to revamp their cell phone O.S. in house than outsourcing by purchasing symbian presents a stronger case.

if you've read this far, i really appreciate you reading all the way through. ]]>Sep 6th 2009 11:49AMhttp://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/http://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/Sep 6th 2009 9:15PMhttp://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/http://www.engadget.com/2009/09/05/samsung-says-its-absolutely-not-pursuing-sandisk-any-longer-ju/Sep 6th 2009 5:35AM