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Objective Analysis has an entire report on this: http://objective-analysis.com/Reports.html#Consolidation http://objective-analysis.com/Reports.html#Consolidati
by yuhong 10y ago
Objective Analysis has an entire report on this:
http://objective-analysis.com/Reports.html#Consolidation http://objective-analysis.com/Reports.html#Consolidation
- nickpsecurity 10y agoAppreciate it. Going by abstracts, it looks like there's a cost advantage to NAND, the DRAM people are greedy cartels, and might have to merge to reduce costs. Looks like the greed is backfiring but we must remember CEO's and boards focus on short-term due to incentives. They might still "win" even if the firms start losing.