Micron up from $11.36 to $22.79 since I made the above post.
I should have acted on my own my own recommendation at the time. If 3DxPoint wins the race and it is as disruptive as its potential suggests $22.79 will seem very cheap in the future.
Dadi did mention that they were in communications with Intel when he was in Perth for the WBT meeting. Let's hope there is actually something behind that hint.
Eshmun
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