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RGARVIN640
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Conflicting news
RGARVIN640   11/27/2013 12:30:19 PM
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 Just a few weeks ago there was a news story that said that DRAM and FLASH pricing was in decline due to over supply, as the result of slower than anticipated sales of phones/PC's/Tablets. So, what is the true state of supply for Flash/Dram??

LarryM99
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CEO
Market still in transition
LarryM99   11/27/2013 12:21:51 PM
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To me it looks like it is still too early to call a winner in this market. It is very tempting to draw a straight line in terms of SSD's replacing traditional spinning mass storage, but there are architectural shifts still happening in the computing market. At a minimum I can see solid state devices moving off of SATA and other traditional interfaces and onto ones that better support them. I also expect even more integration of PC components rather than the traditional mix-and-match component architecture we have had for so long. In that situation it's hard to tell who might come out on top.

RGRU
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Manager
survivors
RGRU   11/26/2013 4:01:28 PM
Calling OCZ a "strong survivor" damages the credibility of this commentary in all other respects.  It is very questionable whether they remain solvent.

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