>There's no sensible scenario where memristors are ready to go but they don't want to sell any memristor products yet because it will hurt existing sales. It's

>There's no sensible scenario where memristors are ready to go but they don't want to sell any memristor products yet because it will hurt existing sales. It's not about existing sales, it's about stock. If you have built a lot of stock of traditional devices (including materials and infrastructure for manufacture) while waiting for memsistor tech to be ready for prime time, you want to sell it first before you put out the new products in the market. But surely, competitors will jump right in, right? Unfortunately, there are that many players. Similarly, they can't "undercut the competition" because there is no competition, just a few players that "understand" each other. Storage/memory manufacturers have had a few price-fixing scandals over the years.