4DS - Anything but Charting, page-12985

In relation to potential suitors WRT 4DS sale.




I just felt that the appointment of the new VP was poignant at this point in time knowing what we do about 3D now.. Whether it was canned on his say so we don't know but in an early interview it was still key to their strategic plan. It also ties in Intel when considering the past arrangement in place with developing 3D and therefore may allude to a new alliance with a new product... 4DS??








My reasoning here is that if Intel sells Optane then it has a competitor to contend with.. By retaining the current 3D product Intel can control the phase out if need be or maintain sell lines into a slightly less demanding market whilst flogging 4DS MChips at will IMO.

Plus it rules out a competitor applying new tech and perhaps getting 3D to perform like it should/could as the initial marketing data alluded to slightly better performance.


Plus the timing is quite interesting when viewed with 4DS plan to complete a transaction in 21..



Micron having pinned hopes to 3D has to find a replacement and hence their announcement that while still honoring their commitment to 3D they will increase investment in the new NVM products coming on line...



So Micron still sell 3D for Intel in a stop gap fashion until the new product is up to speed.. Intel for their part hold on to the 3D product to stop competitors making a go and capturing market share. That way they can control that aspect of things and also can position a new product (4DS) alongside or in place of 3D if the customer needs demand...

I'd say these two could tie things up between them and then capture whatever share of the market they like, IMHO good Sirs.

Others may have a different view... 8tey