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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc. -- Ignore unavailable to you. Want to Upgrade?

To: SiliconAlley who wrote (4050)	1/8/2019 2:31:30 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 4827

The new 1.33 TB ssd is small enough and cheap enough to go into higher end laptops and average priced desktops, giving them performance in a compact size computer. You could have an HP, Dell or MacBook Pro with this SSD and have a really powerful computing device with plenty of storage. In the case of laptops, you could get this storage with low enough power requirements to allow use with the laptop battery, without running out of battery power for at least several hours. In the past, these higher end computers used hard drives that needed more battery power, in the case of laptops. A 1.33 TB ssd virtually eliminates the need for hard drives in these laptops and desktops. That should greatly increase the ssd demand, even if overall demand for laptops and desktops is stagnant. I don't know what that does to WDC's hard drive business, but it can't hurt its investment in SanDisk. If anything, the overall demand for hard drives is probably declining, simply because of the speed and lower power requirements of solid state drives. As usual, you completely missed my point. Art