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To: neolib who wrote (745)	8/12/2016 9:47:16 PM
From: SiliconAlley	Respond to of 4823

Certainly it will be their proprietary solution, and is their entry into Storage Class Memory. WD/SanDisk have ReRam in the works, which will be cost competitive with NAND, and a broader solution that can be the post-NAND replacement. SanDisk banked on NAND, while Intel banked on NOR, and SanDisk prevailed. They have a good track record, and I believe they can pull it off with ReRam.

To: neolib who wrote (745)	8/13/2016 1:40:26 PM
From: Bargain Hunter	Read Replies (1) \| Respond to of 4823

They won based on process technology and business practices. They might have developed superior process technology and business practices but the primary reason that they won is because IBM chose their chips for the IBM PC and the PC used packaged software that was compiled for that architecture. Initially no one understood that IBM had unwittingly handed off an incredibly powerful near monopoly to Intel. They handed a similar near monopoly to Microsoft because the compiled software contained DOS system calls. IBM had sound business reasons for making the choices that they did but both the x86 architecture and PC-DOS were technically inferior to other available products. Intel and Microsoft have protected and managed those near monopolies well over the years within the PC/server space. The failure of Intel and Microsoft to achieve much traction in the smart phone business shows that they are not the all-powerful innovators that their PR departments claim.