Intel Corp (INTC)

[imho]

Saturn V,

It is very hard for a new technology to quickly break into the fast moving, high competitive and cutthroat memory market. PCM will have an uphill fight with two tigers of NAND and hard disk makers.

Interesting. Just before Intel threw its hat into this "cutthroat" market, I believe most of the incumbents were enjoying what was once a very "lucrative" market. Funny how that works out, huh?

Intel is no doubt aware of the barrier to entry in this market, which is why they formed joint ventures with ST Micro and Micron.

I also think that all the good news about Atom, assuming it turns out to be true, will have a positive affect on the future of SSD's, as I think these will ultimately be complimentary technologies.

IMHO