Last year, the NAND industry produced around 5 exabytes of extra supply. That is 5,000,000,000 GB’s (the equivalent to 5 million 1TB SSD’s) worth of extra parts just sitting around! When that happens, you have an oversupply situation and prices decline dramatically. NAND vendors absolutely hate this. In a balanced market, you could expect anywhere between 20-25% […]
I have been around IT since I was in high school (running a customized BBS, and hacking) and am not the typical person that finds one area of interest at work; I have designed databases, automated IT processes, written code at the driver level and all the way up to the GUI level, ran an international software engineering team, started an e-commerce business that generated over $1M, ran a $5B product marketing team for one of the largest semiconductor players in the world, traveled as a sales engineer for the largest storage OEM in the world, researched and developed strategy for one of the top 5 enterprise storage providers, and traveled around the world helping various companies make investment decisions in startups. I also am extremely passionate about uncovering insights from any data set. I just like to have fun by making a notable difference, influencing others, and to work with smart people.