Intel Corp (INTC)

[Ideal_Inv]

Intel Soon To Drop Weapon Of Mass DRAM Destruction

[Some hyperbole, but seems like it will happen over the next couple of years. Be sure to watch the presentation by Intel's Rick Coulson at Stanford University. I think it is real, it is happening...]

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Summary

Some of Intel's upcoming 3D XPoint product specifications have leaked.

Nearly the entire world is disappointed because they are reading them incorrectly.

This represents a potential investment opportunity.

Specifications on Intel's (NASDAQ:INTC) first 3D XPoint product - the Optane 8000p - recently leaked to the public. Judging by an Intel road map leaked months prior, this appears to be the low-end "Stony Beach" product with just two lanes of PCIe connectivity:

[Illustration]

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The issue here is that these people are comparing the Optane product to existing flash drives ("SSD") that are used for file storage. And I can't blame them as the conclusion in the article actually guides their train of thought by including such a comparison. However, in the periphery of this leak is something that nobody else noticed - the branding.

http://seekingalpha.com/article/4013845-intel-soon-drop-weapon-mass-dram-destruction