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Re: 3D XPoint possible
catalyst for INTC
lt cap,
Heh - just as I've said, INTC's prodigious R and D opens other
paths. And the fact that they own their own fabs (no niggling about
terms with the foundry) does not hurt. I'm joshing with you a bit,
and one of the big Q's is whether such breakthr0ugh developments
can really make a dent in offsetting the PC decline, which seems
not just to be a pause but probably a sea-change in computing. If
all it does is distract, rather than deliver to the bottom line,
the day of reckoning is only delayed. And there are competitors out
there (HP, NRAM). But first-to-market is a nice advantage, I'd
think, if that's what they've got with talking about visible
timelines to production and then market. Yes, of course - their
having too many production problems with the latest die shrink on
their cpus sure didn't inspire confidence. But, without having run
a fab myself, I'd think (hope) that the nanometer precision that
makes each die shrink more difficult, may not be a factor at all if
that's not an issue for this new memory product. But maybe size
does count :-)
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