Going into 1998, Dataquest sees a continuing overcapacity, forcing manufacturers to continue their efforts to keep prices low to win the fight for their share of customers' business, a fight they encounter at the buyers' desk. |
It's the fastest-growing memory market that has ever existed. |
The NAND market has claimed its first victim. The only way to compete in the NAND market is to put the pedal to the metal. |
What's not really clear who is who pays the license. I've talked to a few card companies, and a lot of those just gave me a pat phrase about how it wouldn't change anything that they're doing. |