[MCRed]

Think about the market dynamics. Not just the 3D technology they are talking about, which brings parity within range, imagine what you would do if you were an SSD maker and this was on the horizon.

You'd rush to reach parity because as soon as that happens there's no reason to buy an HD over an SSD. So you're going to want to cut prices as fast as possible so that when the market switches over-- which will be a HUGE tipping point for the industry-- you can get as much market share as you can. Even taking a loss now on a reliable drive may get you customers for life who you can profit from later.

I think the transition is going to be extremely dramatic and it's a huge opportunity in this industry. I think we'll be seeing HD makers switching over their product lines to have more and more flash, and more and more flash drives, while re-positioning hard drives to very particular environments where they have an advantage (I'm not sure where these are)

But this is going to be a tornado of a market and some people are going to be come very rich as a result.