CRN Exclusive: Western Digital President, COO Cordano On Importance Of Investing In Hard-Drive, Flash Technology


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Regardless of what happens with the Toshiba joint venture, is WD’s strategy regarding strategic technology acquisitions to build the flash business?

Relative to investment in non-volatile memory, more broadly defined, certainly flash is one thing, and we have plans there. But then there’s next-generation memory. Three of those where we have various levels of activity and that we intend to pursue as a fundamental part of our strategy -- which ones and how much we haven’t disclosed -- but we are active in ReRAM [resistive random active memory], we’re active in phase-change memory, and we’re active in MRAM [magnetoresistive random active memory], all three of which we think are interesting business opportunities for us. They all serve uniquely different application and use case sets in the marketplace. They have different characteristics. So it’s not pick one of the three. It’s about, likely all three will continue to evolve, and there will be a commercial application for them. We just have to pick our spots and prioritize.




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