I am not sure whether current price is out of touch or the runup since mid-feb was out of touch. Since mid-Feb, oil went from $26 to $46, no pull-backs Same with US$'s drop. Same with stock market. Everything straight up/down, no pull backs. To me, that runup was out of touch, not jiving with macro conditions.
ntap has been losing hardware sales q over q for quite a few Qs now, and with no end in sight either if I were to judge from emc or brocade. Sooner or later that should negatively impact other sales. Only things doing good out there are the clouds. Not the right time to be the old guards.
Mu was saying they are last on some customer qual and will be building flash inventory for 3Q turn on. So that customer is IBM. Nice.
Bottom's in, growth going forward.
sndk did good for Q1 on 'data center strength'. First MU guidance for Q2 not too bad. Then Hynix, now sndk. Memory space hit bottom? Let's hope so.
strange day. The chief with P/S of only 2.5 fell 7% while the little indians with P/S twice to 3x that held their own. Would not believe that is possible. Or maybe the little Indians will catch up in the next few days?
I would be extremely surprised if that is not OEMed from MU. What a clouch! Does not matter, will all disappear when we hit 3dXP in 2 years.
HP has been working on alternative memory solutions for tens of years. I doubt they will have anything to go against 3dXP. Not HP, not sndk. WDC bought the wrong flash house. They should have waited a year and picked up MU on the cheap.
Wonder what stx is going to do??? Odd man out?
Hynix is still 'making $400M' a quarter. With MU in the red, I can only think they have a different set of books.
sizzle sizzle, sound of shorts who did not cover eod yesterday.
speaking of 3dxp, from sndk's announcement of Storage Class Memory with HP, everybody is saying sndk will be there. I seriously doubt it, zero technologies were announced. I, however, suspect Samsung will be there too. Maybe a little bit later, but they will be there. Hynix should just get bought off by Samsung in the next couple of years.
taking their yearly forecast 6 months ago as face value, they should be guiding to a to a better yoy topline soon. If they can do that in the next cc, I'll buy at $24.
pretty much the whole mobile revolution, all driven by personal communication and consumption of data. eg. 4k videos on smart phone, something x86 won't do even if you shell out $1500 for an ultrabook, especially if you shell out $1500 for a ghastly underpowered ultrabook.
Intel trying to swim upstream for growth violated the whole history of growth of computing. Marketing instead of engineering in charge.
Peak Serous Computing Device days are over. Welcome to Serious Consumption Device days, especially for communications and videos.
Problem with Intel is they cannot unhitch their cart to the x86 stallion. Everything's got to be done on the x86 price/performance curve to preserve that franchise. Their contra revenue was doomed to fail. They bought temp market share to supply devices that could not even decently playback 1080p, least of all encode 4ks.
Instead of continuing the successful campaign of more horsepower for the buck each generation, which drove the volume, they went the other way of offering less, much less, for more, much more cost. They might have sold a few high $ skus in ultrabooks, but that killed the volume.
The same can be said for msft - they have nothing much to offer for the Serious Consumption Device days.
very strange demo - 'file transfer'. They can't 'use' that data??
Should have demo-ed big data analysis or something like that. I take it that the software is way behind. Too bad that MU dog and pony show few days ago was showing off nobodys collaborating on NANDs and not somebodys collaborating on 3dXP.
That 'upgrade' by Bernstein mentioned 'profit from 3dXP right around the corner'. Wonder what that guy was smoking, even my MU's admission, no significant countable $s till 2018. And Hanns Mossesmann... biggest bull sheeter around. Don't take me wrong, I'm very bullish on 3dXP and MU, just not riled up much for 2016.
did they show off anything in there that cannot be replaced by another jelly bean from samsung or sndk? did they show any progress on 3dXP?
up yup yup, him and a whole lot of other pumpers/bashers are on my long ignore list.
placed all the blame on Samsung, but really MU is equally, if not more, to blame.
If MU had just let Inotera die away and not go move to the 20nm node, things would have a chance to balance out. The only justification would be MU needed the capacity for 3dXP two years down the road. Let's hope that is their plan.
the world has never lacked a competition to intel - amd, sparc, and powerPC. OpenPower is actually IBM's thing and not google et al' thing. IBM open sourced their power pc chip design, hoping to attract somebody/anybody. To my knowledge, to date no takers.
intel is less dominating by their design, they are dominating by their manufacturing. until the day comes when somebody has multil multi-$BBs fabs with equivalent leading edge manufacturing tech that is equal to tnetl, intel will continue to dominate.
it is also interesting to note the structure of MU's 3D NAND vs Samsung's 3D NAND. Samsung's is old structure, memory access logic area separate from memory area. MU's structure follows this HMC - memroy access logic directly below memory area.
It is not inconceivable that MU can put other high speed stuff in that logic eg. encryption logic (eat your heart out Homeland Securities, try to hack that one)