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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 239.51+15.3%Nov 7 9:30 AM EST
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To: Elroy who wrote (4564)2/3/2021 11:06:56 PM
From: SiliconAlley  Read Replies (1) of 4823
 
You appear to be forgetting that it is the price wars which drive the increased demand. Without price reductions in NAND, there is no demand growth.

It is not price wars that drive increased demand, but price reductions. Price reductions in NAND are driven by cost reductions. The cost of bits goes down significantly year after year, and has dropped over 99.9% since my first purchase of SanDisk in 1998. Yet the NAND makers have banked billions in profits, and I've banked 7 figures in stock gains. Go figure. Under your analysis, over 30 years of price wars, and NAND companies are still in business.

The disk drive SSD story is well known by everyone. Each year some portion of the disk drive market is cannibalized by SSDs.

If you did your due diligence, you would find that while some portion of the disk drive market is cannibalized by SSD's (primarily the PC market), the disk drive market is growing, and a segment of it is growing faster than the cannibalization reductions. In summary, the disk drive market is changing, and driven not by consumer PC's, but massive increases in datacenter cold storage requirements.

SIMO is on its way toward $90 this year.

Thanks for the laugh. We've heard this story from you year after year. Micron Project X. Do your due diligence.
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