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To: Art Bechhoefer who wrote (60078)4/11/2016 7:59:32 PM
From: SiliconAlley  Respond to of 60323
 
Your original statement was:

"The other good news is that Samsung appears to be having margin issues with its SSD for servers, whether planar or 3D units. This should allow SanDisk and Western Digital to capture some market share in the enterprise server market."

Still puzzled as to how Samsung margin issue cedes share to SanDisk and Western Digital. On the one hand you say Samsung will sell below cost to gain market share, and on the other hand you say that reduced margins allows others to gain market share.

Does not compute.



To: Art Bechhoefer who wrote (60078)4/11/2016 8:10:26 PM
From: FJB  Read Replies (1) | Respond to of 60323
 
Micron said there would be zero to little cannibalization of other technologies by xPoint in the first few years and indicated DRAM replacement would be first. That was said in their last earnings CC.


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