Re: Proprietary flash modules
What do they teach in Economics Class in Canada? French?
Either DSSD offers greater value than a bunch of NAND-in-a-CAN, or it doesn't. The market will determine this and pay accordingly.
5 publicly visible posts • joined 30 Jan 2015
Violin called out in their S-1 that they could not be successful unless their burgeoning PCI-e card business was successful. Nutanix is now hanging their hat on FC and all flash variants. Pure has started talking CI and "other cool mysterious stuff that will blow your mind".
"This isn't all we do."
Shouldn't it be a red flag when a company starts talking about "other stuff" before they have proven the original business plan?
In a world where success = raising money and spending it, maybe not.
Popcorn ready.
It is fascinating to watch Apple go through its lifecycle. "Managing your supply chain" is great right up to the point where you truly believe that you can out-innovate entire industries outside of your core competency.
This is a different kind of "innovator's dilemma".
The one where innovators start thinking that they are smarter than everyone else about all things.