Friday, March 27, 2015 4:43:35 PM
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.
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