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Message: I wonder if our opponents are relying...

''Intel, on the other hand, has signaled that it views memory as more of a "strategic" play. Intel's NAND sales generally come via solid-state drive sales, and I would imagine its mix of drives is more heavily weighted toward enterprise/server-oriented sales than consumer-oriented sales.''

1-8-15

''Microsoft Azure has launched its most powerful cloud instances to date. The new G-series instances go up to 32 cores, 448 GiB of RAM, and 6,596 GB of local SSD storage. (GB is 10003 and GiB is 10243)''

http://www.datacenterknowledge.com/archives/2015/01/08/microsoft-azure-launches-monster-cloud-instances/

''G-series VMs offer the biggest size and best performance and run on hosts with Intel Xeon E5 V3 family processors''

https://msdn.microsoft.com/en-us/library/azure/dn197896.aspx

Did you note - Jimbo

''According to semiconductor analyst Jim Handy,''

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