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Intel Corp. and Micron Technology Inc., set the IT world abuzz this week when they unveiled their new 3D XPoint memory tech that offers up to 1,000 times the performance and endurance of regular NAND flash. The companies are touting 3D XPoint as a “breakthrough in technology”, but big question marks remain over its ability to surpass DRAM, NAND flash and processor chips in the enterprise, writes Wikibon CTO David Floyer in his latest piece, “Intel and Micron take the Plunge with Non-volatile 3D XP”.
3D XPoint is being lauded by its creators as a “new class of memory tech,” but Floyer urges caution, saying that Intel and Micron will need to generate significant volume demand for the product if it’s to succeed in dislodging conventional memory technologies.
In their announcement, Intel and Micron said they would initially target 3D XPoint at high-performance SSD storage in the data center. However, 3D XPoint is unlikely to become a replacement for NAND Flash for the forseeable future, unless the companies can produce it at a significantly cheaper cost. As such, Floyer doesnt expect the technology to surpass Flash in the enterprise IT market any time soon.
Instead, 3D Xpoint’s best prospects for success seem to be as a replacement DRAM, starting in consumer products, where its power efficiency makes it a far superior option, Floyer writes. According to Floyer, the most likely use case for 3D XPoint will be in mobile devices and wearable tech, where it could significantly improve the battery life of such gadgets. Even so, these gains would need to be substantial enough to justify rewriting operating systems to take advantage of 3D XPoint’s non-volatile qualities.
Don't underestimate the effect of the MOMO crowd. The stock hit some of the IBD lists which I am sure took up the price to the recent highs. Now they bailed along with some China fears and spiked the price down. Don't forget volatility is also opportunity.
pullinup RARE 35.51
cragi JAKK 22.06
hopeful200 JAKK 22.06
hopeful200 IFON 16.48
bottomsupinvestor CTRE 6.66
bottomsupinvestor HIMX 5.78
b_fr_bk OPK 1.11
bottomsupinvestor KINS 0.56
S&P500 GSPC 0.53
hieronymous_blat MCZ -0.46
cragi MCZ -0.46
microcaptrader MCZ -0.46
hopeful200 MCZ -0.46
b_fr_nk MCZ -0.46
pullinup ALNY -2.98
hieronymous_blat OSTK -3.77
hieronymous_blat FTR -5.03
bodybag2006 FGP -5.18
microcaptrader STLY -6.42
microcaptrader KTCC -8.50
pullinup AGIO -10.15
b_fr_nk ORBC -10.47
cragi SGMA -27.85
bodybag2006 ORIG -45.76
bodybag2006 DRWI -58.75
Hopeful is back on top. I don't know about anyone else, but it seems like a lot of my actual holdings are kind of stalling like KTCC is at this point with no apparent news.
Group Average -6.84
You got me. The only news is that the earnings will be coming out soon. Maybe something leaked.
Many stocks that I follow are having a rough time yet the indices are not doing bad. Maybe we are into a bear market???
If I heard correctly, I think Wallace said organic growth of 5% so with Shannon the guidance might be conservative as usual.
Thanks for the heads up. I have not been following the steady increase in estimates. It looks like $1.65 for 2016.
I would think that is a good sign. They wouldn't jump in unless they knew what they were doing.
RARE looks like it is up there for good. Dividends have been updated. Only two companies went X-divi during the contest so far.
pullinup RARE 47.20 0.00
cragi JAKK 20.45 0.00
hopeful200 JAKK 20.45 0.00
bottomsupinvestor HIMX 12.83 0.30
hopeful200 IFON 12.36 0.00
bottomsupinvestor CTRE 5.03 0.16
b_fr_bk OPK 4.26 0.00
hieronymous_blat OSTK 0.18 0.00
bottomsupinvestor KINS 0.04 0.00
S&P500 GSPC -0.63 0.00
pullinup ALNY -1.32 0.00
microcaptrader KTCC -4.30 0.00
pullinup AGIO -7.66 0.00
hieronymous_blat FTR -8.65 0.00
bodybag2006 FGP -9.09 0.00
b_fr_nk ORBC -9.59 0.00
microcaptrader STLY -10.70 0.00
hieronymous_blat MCZ -11.58 0.00
cragi MCZ -11.58 0.00
microcaptrader MCZ -11.58 0.00
hopeful200 MCZ -11.58 0.00
b_fr_nk MCZ -11.58 0.00
cragi SGMA -19.46 0.00
bodybag2006 ORIG -42.37 0.00
bodybag2006 DRWI -56.93 0.00
Pullinup is at the top. Hopeful is overcoming the drag that MCZ is having on most of the contestants. Earnings season is here so thinks might get shaken up a bit as reports come out over the next few weeks.
Thanks to pullinup for the timely updating of results while I have been tied up!
Group Average -9.63
Well, it is trading at book value. If the second half is strong like they are predicting, the PE will be extremely low unless the share price goes up significantly.
Thank you for so eloquently illustrating my point. A poor soul desperate for self worth by trying to impress himself is now on ignore.
Thanks again. I got tied up this weekend. I will get the dividends updated and posted for next week. Nice move to the top!!!
I am just quoting the original poster who was condescending enough to post that and more in a previous message and then ask such a hypocritical question himself.
"bertiewoosta • Jul 2, 2015 1:20 PM Flag
1users liked this postsusers disliked this posts2Reply
Here's why they could not file 10-Q and 10-K..
If you clicked on this message then I sympathize with you - you really are in the dark and grasping at straws looking for answers on a dumb chat board. In the mean time, institutional investors regularly speak with management and are always in the know. Why do you sheep voluntarily put yourselves at a disadvantage?"