Jimmy thanks for great posts. Just note INVN'S great quarters are July-Sept. and Oct.-Dec. So the first half of the calendar year is the weak half.
imalserjlwt, what do you think of Sandisk PCIe scheduled to launch 2nd half 2014?
Why PCIe is prefered?
Good research, but you know SNDK is launching UltraDimm 1st half of 2014, and PCIe in the 2nd half.
If the UltraDimm is the ultimate flsh card for the enterprise and HyperScale, why would SNDK even try to come up with a PCIe card.
farivar, have you looked at nand founderies, SNDK and MU with thier vertical integration advantages specially SNDK, since integrating SMART Storage with Gaurdian technology.