WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 150.21

+8.7%

Oct 31 9:30 AM EST

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From: BeenRetired	5/18/2016 9:36:53 AM
	Read Replies (2) of 60323

"IBM announces phase-change memory breakthrough"...my concern is WDC............... I read the STX and WDC CCs for years. Both pooh poohed SSS...forever. I know WDC had a big SSS share before SanDisk. Decades ago, IBM claimed the PC would only be an arcane business gadget. Former Microsoft CEO Ballmer claimed the same about fones. Will WDC do an IBM? A Ballmer? IBM announces phase-change memory breakthrough, takes on Intel/Micron and HP/SanDisk - IBM Corp. (NYSE:IBM) has demoed a type of phase-change memory ("PCM") - it aims to provide much better performance and endurance than NAND flash memory, and much higher densities and lower costs than DRAM, while (like NAND) retaining its data when power is lost - that can store three bits per cell. Previously, IBM and others had only been able to store one bit per PCM cell. Big Blue asserts PCM could allow smartphones to boot in a few seconds, as well as enable high-speed enterprise databases and boost the performance of machine learning algorithms. Intel (NASDAQ:INTC) and Micron (NASDAQ:MU) have spelled out similar enterprise use cases for 3D XPoint, a next-gen memory due to ship in 2016 and ramp in 2017. HP and SanDisk (NASDAQ:SNDK) are also working on a next-gen memory solution. IBM has a potential density/cost edge, but for now, Intel/Micron have a clear lead in bringing a next-gen memory solution to market.

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