Intel Corp (INTC)

[Unkwn]

IM Flash doesn't have 3D NAND yet. But by the end of this year, they may be ahead of Samsung or at least head on head. I doubt that Sandsk and Toshiba will have the money to keep up in this race against Samsung vs Intel\Micron.

Just give it a quick thought: Global harddisk space basically dominated by this duopoly, Samsung and Intel/Micron. There's some nice volume for those empty Intel fabs, don't you think?

Us Intel bulls should keep a close eye on the IM joint venture. Micron needs Intel know how to fight back Samsung. That's a mighty good old US semiconductor partnership.

I don't think we'll see classic HDDs that long in the market from here. This is old tech going the same way as magnetic floppy drives. Thinking again about shorting Western Digital.