1-23-15

''One area where Micron has a slight advantage over SanDisk as far as SSDs go lies in the fact that the company fully owns its NAND fabs whereas SanDisk co-owns its fabs with Toshiba. NAND is a critical component of SSDs.

When it comes to competition, the two companies are likely to face more competitive pressure from the likes of Intel and Hewlett Packard (NYSE: HPQ). Intel is the second-largest SSD vendor behind only Samsung. The company already boasts an impressive array of SSD products. Intel unveiled low-priced PCIe products at Computex last year. Give the rather thin crop of PCIe SSDs and Intel's competitive pricing, it's not hard to see the products gaining traction rapidly''

http://seekingalpha.com/article/2845996-why-the-hot-ssd-market-will-favor-sandisk-more-than-micron?page=2

I didn't know HP did SSDs, think thats mistake, hafta lookie

Samsung/SSDs-eMMCs, yup

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