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doggiecool

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  • Intel, Micron unveil "breakthrough" 3D XPoint memory tech; shares higher [View news story]
    " But does it cannibalize DRAM?"

    I believe it opens NEW markets. Text book definition of 'Revolutionary'.
    Jul 28, 2015. 03:45 PM | 1 Like Like |Link to Comment
  • Unigroup's Micron Bid Offers Trust-Building Opportunity [View article]
    Speaking on the behalf of Micron and its shareholders, screw Unigroup!
    You call that knife? lol

    We will not consider any offer unless it starts at $40 ps
    Jul 28, 2015. 02:50 PM | 10 Likes Like |Link to Comment
  • Seagate And Western Digital Are Compelling Value Investor Opportunities [View article]
    thats cool, but remember one thing, 90% of all storage is cold data. Human behavior drives that (i.e. cat videos, etc).

    Thus the optimal solution will always be to tier the data, whether it be from disk to tape, flash to disk or pcm to flash.

    it will be many more years before flash will be used to store cat videos
    Jul 26, 2015. 09:28 PM | Likes Like |Link to Comment
  • Seagate And Western Digital Are Compelling Value Investor Opportunities [View article]
    @Candle,
    its not just the goat farmers. You can find low poverty levels in the US, Europe, Russia, China, Brazil and India. It amounts to about 6 billion people. Or approximately 90% of the worlds population. Now remember, those consumers don't know or care about an 'CPU instruction set'.
    Jul 24, 2015. 04:15 PM | Likes Like |Link to Comment
  • Seagate And Western Digital Are Compelling Value Investor Opportunities [View article]
    @Candle,
    when/if there comes a time when its not a cheaper solution, let me know.

    But the biggest obstacle in your thesis is that 90% of the population cannot afford the extra $300 for a device that doesn't provide them with anything. You seriously think a goat farmer in the Sudan gives a dung about saving 5 seconds to boot their computer?
    Jul 24, 2015. 03:25 PM | Likes Like |Link to Comment
  • Seagate And Western Digital Are Compelling Value Investor Opportunities [View article]
    @Change,
    you can buy a 1TB hard drive for about $50. When used in a laptop, a consumer will not notice the difference when surfing the internet or doing email. Imagine that, grandma & grandpa will only notice the price difference of $50 vs. $319

    If you need near ssd speed you can buy this 1TB hybrid drive for ONLY $94 (uses nand as a cache and hard drive for cold storage)

    http://bit.ly/1CZywRK

    lots of ways to skin the cat.

    remember, when the consumers storage appetite involves 10% hot data and 90% cold data, tiering or caching your data will always be the cheaper solution.
    Jul 24, 2015. 02:56 PM | Likes Like |Link to Comment
  • Micron Spurns China Bid In Bargaining Tactic [View article]
    @Bob,
    kind of amazing that investors don't understand what the phrase EPS means.

    A simple statement like

    Company A did $18 in eps and trades at $18, while
    Company B did $18 in eps and trades at $54

    We can conclude, that Company A can buyback all the outstanding shares with its reported earnings and Company B can buyback 1/3 of all the outstanding shares.

    Thus, Company A has more value from an investors point of view.

    It's simply astonishing what today's modern day investors do not understand.

    uuugh!
    Jul 24, 2015. 11:06 AM | 2 Likes Like |Link to Comment
  • Seagate And Western Digital Are Compelling Value Investor Opportunities [View article]
    @Candle,
    but you're missing the point. Look at the price tag and then you will understand that most families in 2nd and 3rd world nations cannot afford to pay 10% of their annual salary for a flash based laptop.
    Jul 23, 2015. 06:51 PM | Likes Like |Link to Comment
  • Seagate And Western Digital Are Compelling Value Investor Opportunities [View article]
    @Candle,
    So, you think that flash is affordable where ever you are on this planet? Interesting...
    Jul 23, 2015. 06:49 PM | Likes Like |Link to Comment
  • Seagate And Western Digital Are Compelling Value Investor Opportunities [View article]
    @Candle,
    at this moment in time, one could pick up an ultra thin laptop and not be able to discern the difference between an SSD and a hard drive. Both systems will physically look and weigh the same. Sure they might be able to see a 5 second difference in boot up times and maybe 2-3hrs more in battery life. But the over riding difference they will see is that they will have to pay an extra $400 to $1000 for the ssd based laptop. With the average replacement cycle of a laptop being 3 years, 90% of the worlds population will not pay for that premium.
    Jul 23, 2015. 03:07 PM | Likes Like |Link to Comment
  • Seagate And Western Digital Are Compelling Value Investor Opportunities [View article]
    @Candle,
    you don't get the trend... there is no need to download a chart if one has connectivity to the cloud

    p.s.
    no one said I was invested in the future of the hard drive
    Jul 23, 2015. 03:00 PM | Likes Like |Link to Comment
  • Tsinghua still discussing deal with Micron [View news story]
    @101,
    do you realize that dram isn't persistent storage? The government only cares about 'national security' as it relates to breeching security and access to information. Typically in the fields of networking and cpu's.

    Dram is equivalent to making a resistor. The US government doesn't give a hoot about who makes them.

    Also, Appl wants no piece of the dram business. It always gets low pricing for its dram.

    I think one needs to focus on the nand aspect of MU's business not the dram business.
    Jul 23, 2015. 02:49 PM | 1 Like Like |Link to Comment
  • Tsinghua still discussing deal with Micron [View news story]
    @101,
    let me correct my statement...

    Unigroup would own 80% of the dram business. As Intc (a US based company) already owns 20% of it. The US government would be ok with it, since intc would still be a partner and the fact there are other dram manufacturers that are US friendly and anti-china.
    Jul 23, 2015. 02:33 PM | 1 Like Like |Link to Comment
  • Tsinghua still discussing deal with Micron [View news story]
    @101,
    as I mentioned before, I would replace Apple with wdc/stx and have this scenario:

    MU sells nand operations to intc/wdc/stx for $20B. Intc is extremely happy as the costs for R&D in the IMFT can be reduced/eliminated. Intc still has access to dram via 20% investment in Unigroup and still has access to leading edge nand. Intc can then focus on processors with the benefit of leading edge memory supply.

    wdc/stx are happy as it secures their future via a roadmap into memory based storage.

    Unigroup gets the entire dram business for $26B (it may also get rights to manufacture nand for the consortium of intc/wdc/stx)

    There we have it. We have 7 entities extremely happy with the deal - Unigroup, Intc, Wdc, Stx, China, US regulators and last but not least the shareholders of MU walk with $46B or $43 per share.
    Jul 23, 2015. 02:07 PM | Likes Like |Link to Comment
  • Seagate And Western Digital Are Compelling Value Investor Opportunities [View article]
    @Candle,
    "I don't know if 90% of all future storage will be video."

    If I take my gopro and make a 2hr HD video, I have created almost more data than I have ever created in my entire life. If I add up all the photos, mp3s, docs, etc combined, it would still fall way short of the data required for that 2hr HD video. Take into account that almost all feature/smart phones have video cameras and those users upload them to vine,twitter,instagram... etc, one can conclude todays data centers are getting swamped by video, not by word docs.
    Jul 23, 2015. 01:57 PM | Likes Like |Link to Comment
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