Replies to post #66008 on 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

[Sarmad]

rumors persist that Seagate might buy Intel's NAND business.

http://www.engadget.com/2008/06/24/analy...

by Donald Melanson, posted Jun 24th 2008 at 4:42PM

Seagate has already made its intentions about jumping into the SSD game pretty clear, and one analyst now says he sees two clear options at the company's disposal if it wants to seriously make a go of it, each of which involve Seagate shelling out a good chunk of cash. According to Lazard's Daniel Amir, one option would be to buy out Intel's 49% stake in the IM Flash Technologies joint venture it has with Micron, which would reportedly cost anywhere from $1 to $2 billion (not to mention put Seagate on the outs with Intel). More likely than that, Amir says, would be an acquisition of or partnership with SanDisk, which he says would be an ideal fit given Seagate's expertise on the enterprise side and SanDisk's retail knowhow. Amir doesn't put a price tag on that option though, but you can be sure it wouldn't be cheap.