"I keep coming back to NAND flash for the conversion form Hard Disc Drives to Solid State Drives. There simply is no other business that even comes close to requiring the scale of those two new fab complexes."

Lots of people thinking about this other than us..now keep in mind what e.Digital recently accused APPLE of, with regard to removable SSD's....and what the judge ruled on that.

Intel may be building some very large space, perhaps for NAND...Thing is, IMO, SSD's would have to more relate to the server environment (cloud) than individual large capacity SSD's for the CE market. With the cloud and good security you will not need large storage in your hand.

In any event, e.Digital has its technology pointed in both directions no matter what happens with regard to storage.

doni