Yeah. He said that he had underestimated disk drive improvements, and the need for storage space, in an earlier writing, in which he guessed they would be replaced by non-volatile memory. Instead--and here the allusion to IBM's microdrive--they could displace flash in many applications.
I don't think it's a real issue, at least for the foreseeable future. Displacement by flash of any portion of the volatile memory or magnetic segments has never been part of SNDK's valuation. And, flash's speed, stability, reliability, non-volatility, etc., all give it a place very much distinct from a magnetic media and volatile media.
moo, of course.
Best,
JS |
