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To: Art Bechhoefer who wrote (9)6/28/2010 9:13:27 PM
From: Sam  Respond to of 36
 
Art, Sandisk and Toshiba are already partners and competitors.

One of the side effects of an Intel-Sandisk collaboration would be to effectively eliminate IMFT and Micron as a player in NAND. As sndk_longterm pointed out, there is no way that Micron could do both NAND and DRAM by themselves. Perhaps they would have to develop a partnership with Hynix to continue in NAND.

Just throwing things out here. Purely speculative. And possibly silly.



To: Art Bechhoefer who wrote (9)6/28/2010 11:57:39 PM
From: sndk_longterm  Respond to of 36
 
Art, couldn't agree with you more. Eli had actually said in an interview that "2011 was going to be better than 2010". He may in fact be saying that because they will have more bit growth, and still be undersupplied, my guess.


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