Intel Corp (INTC)

[Unkwn]

I have recently seen 1 TB SSDs for around 250$. I think it won't take long until classic HDDs will be replaced by SSDs. Maybe till end of this decade. That's a huge market.

Still thinking about shorting Seagate.

Besides: Toshiba considers selling part of its chip business. May be a chance for the chinese to get into memory, together with the Western Digital/Sandisk deal. It won't change much for Micron/Intel though, since the market is already shared between the three (Micron/Intel, Western Digital/Sandisk/Toshiba and Samsung). If the chinese will enter the business, it will mean that Sandisk/Toshiba won't rund out of money to continue to compete, though. Still large enough of a market for three competitors I think. They should just not start a price war where nobody can win, that's what I still fear a bit (especially from Samsung, since they have a small lead).