Thanks for a great post..it does seem incongruous to think storage/flash memory on the consumer side will max out (anytime soon, given the plethora of applications yet to be fully implemented).........when, on the corporate side, no one questions that storage growth will be phenomenonal for many years (decades?) to come....as the world broadband network continues to expand, so too the need for storage/flash memory (almost geometric to broadband expansion)...consumers love this stuff...sure, the argument is a bit different on the business-to-business side.....corporations HAVE to have it....and for consumers, it is just a "want"...but, once you are hooked (as a consumer), who is going to live without it (flash)....after all, on the consumer side, isn't the internet really a want (not a need)?...and who can really live without their internet access? (for any length of time <G>)
Today, USA Today has a front page (biz section) on how Japanese can not live without their wireless internet..many accessing internet (email included) only thru cell phone...most of the comments (paraphrase) "I couldn't imagine not having access"...same could very well be true about storage/flash memory (on the consumer side) very soon....
Actually, I am more worried about a disruptive technology (don't know what it will be, but it will happen at some point....) replacing the current flash power structure, then overcapacity of flash in the near-term..
I wonder how long it will be before the market comes to its senses about SSTI short (and long) term prospects....like I mentioned in a previous post, last year, a similar call on EMC tanked the stock for two months...(great buying op in retrospect).. |
