The flash business is rough. Controller technology (which used to be a big differentiating feature) is rapidly commoditizing and the NAND itself has long been a

The flash business is rough. Controller technology (which used to be a big differentiating feature) is rapidly commoditizing and the NAND itself has long been a commodity. We are heading into a big price war with low margins. It hit consumer drives first but now it's coming to the enterprise. Expect more consolidation.