Comments by "Scott Franco" (@scottfranco1962) on "Asianometry"
channel.
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HDDs are an inferior form of storage compared to SSDs (how nice that the world can be described with TLAs). Thus HDDs are going to live or die based on being a form of backup. We saw this same dynamic happen before. Tape drives and optical drives, as a backup media, died out because arrays of HDDs were cheaper. HDDs certainly have a price advantage over SSDs, but that price advantage is eroding as SSDs become cheaper in relative terms. A quick dive in Amazon shows the price advantage at about 5 to 1, HDDs over SSDs, in the same format (SATA). M.2, the rising defacto standard for SSDs (M.2 modules have a significant speed advantage over SATA, which never accounted for the great difference in speed between HDDs and SSDs), have a price premium, but that is eroding rapidly, for the simple reason that there is no fundamental reason for such an advantage of M.2 over SATA. On the contrary, M.2 has less material than SATA and so holds the long term price advantage. SATA drives need a metal case.
The upshot is that HDDs hold a clear advantage, and reason for existence, at the 10 to 1 price level. At 5 to 1 we see that the sales curve for HDDs is trending down. When the price advantage falls below 2 to 1, its time to get out of the pool. The HDD industry will die.
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Not to excuse the silicon manufacturers, but Silicon Valley, AKA San Jose, has had a number of contaminations over time. The first was mercury, which they used to mine in the hills above San Jose. It was used during the gold rush to process gold bearing ore. The hills are still quite contaminated with the stuff, and fishing is prohibited, leading to an odd abundance of fish there. Nothing saves your life like being a toxic fish.
More recently, it was discovered that the company making rockets, UTC, in the hills, had left large waste ponds of the makings of rocket fuel, and those waste ponds were leaking into the ground water for many years. This leads to thyroid disease.
I can't really complain. Starting in electronics at the tender age of 16, I have inhaled tons of triclor, solder fumes and rubbed up against a lot of lead. We used to carry it around in bars, and melt it in pots and soldering machines. But as you can see, it has had no effect on me. But then, as you can see, it has had no effect on me...
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