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SSD conversations like this |
Editor:- March 12, 2015 - I talk to founders of
SSD companies nearly every day.
Yesterday - something I said - in
one of the longest conversations I ever remember having had about enterprise
SSDs - and I've had a few - inspired the person I was talking to - to change
his plans from something quite different - and develop a new SSD systems
company instead.
I learned that change of plan from his follow up
email.
And if it does happen - then when his new company is ready -
I'll let you know.
It's not unusual.
Some of the world's best
known SSD companies were talking to me - long before anyone else knew about them
- or cared about what they were thinking. Nice to know it's still happening.
The
other nice thing is when people in SSD companies (or their customers) that
I've never spoken to before - start their conversation with - I've been reading
your articles for years - and that's what got me into SSDs.
Thanks for
everyone who has said that - or thinks something similar.
So - if
you're wondering - what comes next?
I haven't run out of ideas yet.
The
next
big article will be a shocker.
The seeds were planted in 2
separate, classification type, articles I wrote years ago.
It's just
the impact of them coming together in the market - at the right time - which
will shatter many business plans - and cause people to ask themselves - why did
we ever think like that before?
If it's any consolation... I did too.
6 weeks later...
That new article was ready. And I
introduced it with the assertion that - "90% of the enterprise SSD
companies which you know have no good reasons to survive."
It's
about drivers, mechanisms and routes towards consolidation in the enterprise SSD
market along with some other outrageous and dangerous ideas too.
These
were the very same ideas I was discussing with the reader I mentioned above who
told me that as a result of these concepts he's going to start a new SSD
systems company. So just to clarify this - consolidation is bad news for some
companies and an opportunity for others. ...read
the article | | |
