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I like the thought of WD as an potential adopter or buyer of the...

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ajm65

676 Posts.

21/08/15

17:01

Post #: 15852921
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Originally posted by heraclitus ↑

If FRY even look like getting first mover advantage with this, like I said on the FRY forum, we're not talking about some tired old social media RTO with a dozen equal competitors. This is a huge market! Clearly the strategy is to be bought-out by a major in the semiconductor space, rather than go the whole way, solo. That keeps it simple for us investors and removes the worry of interim funding risk.

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I like the thought of WD as an potential adopter or buyer of the tech precisely because I don't see them as a one of the existing semiconductor incumbents. They're perhaps not wedded to flash in the same way as Samsung and Intel and would be more open to taking a different approach and jumping straight to the flash successor.

Last edited by ajm65: 21/08/15
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