Value Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jurgis Bekepuris who wrote (45067)	10/20/2011 6:57:59 PM
From: J Mako	of 78740

re: WDC > You are right that SSD won't replace everything, but if the question is how much they can replace. If the percentage is significant (20%+?) HDD manufacturers will suffer. I look at it this way. In a PC, you currently have RAM and Level 1 and Level 2 cache on the CPU. The presence of these high speed cache memories doesn't replace your RAM because there is a persistent price gap. In a similar fashion, in the desktop and laptop systems, I foresee it will be standard to have one SSD and one HDD, (or a hybrid integrated drive), with the SSD catering for system files and swap space. In the data centers and enterprises, the exponential growth of data volume and size will definitely require HDD. Probably the only wildcard is whether the saving in power consumption, which is significant in data centers -- that's why Google builds its data centers next to hydro power stations -- can compensate for the premium one pays for the SSD. I think the fear of SSD replacing HDD is overplayed.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next