now what?
9 replies (most recent on top)
What does the Toshiba SSD purchase mean? It means that they lost their last excuse for 0.1% market share. HAMR is a joke, and a bad one at that.
Yep, Seagate is pouring resources into HAMR, and SSD is still operated in a half-assed way with limited support. I've had the highest level R&D executive tell me they are all in on HAMR. When asked about SSD, he couldn't really explain the strategy clearly. Hahaha. The company is going to implode by 2020.
Never gets old:
https://example.com/ybpf6fkj
Kidding is right! - price tag of Toshiba's NAND business is $18B. Purchasing a small fraction of Toshiba's NAND business (majority owners: Bain Capital, Japanese goverment, Apple, SK Hynix) is just insurance against obliteration by WDC; or maybe it's just an strategic countermeasure in case the commercialization of HAMR doesn't go as planned...nahh, impossible...a HAMR-generated financial bonanza is just "around the corner" for Seagate, right??...watch out Samsung, Intel, Micron, WDC...good luck Seagaters
Kidding me? Seagate buys less than 10% of Toshiba.
What focal increment fund ? Think that went on big Dave's payrise
Just to irritate WD I guess, hahaha.. There goes our focal increment fund..
NAND supply is not the reason for STX having only 0.1% SSD market share. There are SSD providers with no fab that have double digits. The problem has always been management direction, planning, and execution. NAND supply is not an excuse for Seagate SSD.
Not Toshiba HDD but Toshiba NAND business. STX is only small guy among others in consortium. Apple, Dell, Hynix, kingstone, Bain capital are members of consortium.