### Comment:
Intel CEO stated 'data is the new oil', and they need gobs of memory to deal with that data.  TCO of SSD's has been below that of HDD for years; with 96L and QLC about to hit, I think HDD revenues will begin to be cannibalized by SSDs.

### REPLY:
Which means Western Digital earnings will colapse which will lead to microns stock price collapsing even though Micron doesnt make Harddrives.

### END.