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it would cost hundreds of billion dollars to construct enough new fabrication
plants to displace even 20% of the forecast need for enterprise storage.


...and if you could find that money, what return on that capital would
the investors require, and would building volume chip fabs give it to them?
Flash is pretty much a commodity.
I guess there are still some Asian conglomerates that haven't yet figured
out that a big market share is pointless without a return on capital.

Jim
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