Some info today on on this:
How Intel's 3D XPoint will transform servers and storage
Intel will introduce 3D XPoint SSDs this year, followed by Xpoint DIMMs. While 3D XPoint has massive potential to improve storage and memory, much will depend on pricing.
Hahaha. I'm sure even he doesn't think that.
BTW, he seems to be a contra-indicator at least up till now today if you checked the stock price.
DRAM pricing may drop up to 40% in 2H16, says Nanya
[Even without 3DXP, there could be trouble for Samsung...]
Increased DRAM capacity coming from advanced processing nodes from Samsung Electronics, SK Hynix and Micron Technology may result in some pricing uncertainty in the market in the second half of 2016, according to Taiwan DRAM maker Nanya Technology president Pei Ing Lee.
Lee stated that there will be price pressure in the second quarter of this year in the commodity DRAM market and Nanya expects the pressure to extend to other memory markets such for mobile devices, servers and consumer market applications. However, the company believes the amplitude of the drop will not be as extreme as was in the first quarter.
For the second half of the year, Lee expects demand for DRAM chips to be stronger than it was in the first half but market conditions are much less clear, with the key to pricing being how quickly Samsung, Hynix and Micron ramp up new capacity.
A price drop of 20-30% is possible, but if new capacity is ramped up quickly prices have the potential to drop 25-40%, Lee stated. Lee added that prices dropped 20-30% in 2015.
Almost the entire article was about how Intel is proving a very wide range of solutions for these customers. And the final paragraph clearly states ARM has to demonstrate performance, workloads, and "even larger price incentive" before it can gets its toes into the data center, here it is:
"This is precisely the kind of math that ARM server chip makers need to demonstrate to take on web workloads. And we suspect that ARM chip makers are getting ready to start making such comparisons. If they don’t, they won’t be able to compete against Intel with the Xeon E5 or the Xeon D. The math has to work if you expect companies to jump instruction sets, and we would argue that there has to an even larger price incentive for ARM chips until they become more established in servers and storage."
So brm, a lot of hoping and wishing on your part when it comes to ARM servers. If Qualcomm comes crashing down losing a significant part of its modem business with Apple, Samsung will be the only one that can continue to invest in ARM server efforts. If 3DXP takes off and puts a dent in the DRAM/NAND business, Samsung will have bigger problems to worry about. Of course, we'll see what happens.
Unfortunately, corporate law works doesn't provide a way for smaller investors to exert any pressure on management. You can either wait or walk.
Oh wait, there is a third option. Pray for Carl Icahn to buy a bunch of Intel shares and crack the whip on Intel :)
My guess is that he has tons more Intel than QCOM, so he is very concerned about his Intel stock not doing well. More than that, I think his "investment ego" has suffered a big hit over the last several years after betting huge on Intel.
The current scenario is making him extremely negative. I really think that he should learn to be even more patient with his Intel stock or sell his stock and move on. Armchair psychoanalysis :)