Is SSD dead? No, however some vendors might be

In a recent conversation with Dave Raffo about the nand flash solid state disk (SSD) market, we talked about industry trends, perspectives and where the market is now as well as headed. One of my comments is, has been and will remain that the industry has still not reached anywhere near full potential for deployment of SSD for enterprise, SMB and other data storage needs. Granted, there is broad adoption in terms of discussion or conversation and plenty of early adopters.

SSD and in particular nand flash is anything but dead, in fact in the big broad picture of things, it is still very early in the game. Sure, for those who cover and crave the newest, latest and greatest technology to talk about, nand flash SSD might seem old, yesterday news, long in the tooth and time for something else. However, for those who are focused on deployment vs. adoption such as customers, in general, nand flash SSD in its many packaging options has still not yet reached its full potential.

Despite the hype, fanfare from CEOs or their evangelist along with loyal followers of startups that help drive industry adoption (e.g. what is talked about), there is still lots of upside growth in the customer drive industry deployment (actually buying, installing and using) for nand flash SSD.

What about broad customer deployments?

Sure, there are the marquee customer success stories that you need a high-capacity SAS or SATA drive to hold the YouTube videos, slide decks, press releases for.

However, have we truly, reached broad customer deployment or broad industry adoption?

Hence, I see more startups coming into the market space, and some exiting on their own, via mergers and acquisition or other means.

Will we see a feeding frenzy or IPO craze as with earlier hype cycles of technologies, IMHO there will be some companies that get the big deal, some will survive as new players running as a business vs. running to be acquired or IPO. Others will survive by evolving into something else while others will join the where are they now list.

If you are a SSD startup, CEO, CxO, or marketer, their PR, evangelist or loyal follower do not worry as the SSD market and even nand flash is far from being dead. On the other hand, if you think that it has hit its full stride, you are missing either the bigger picture, or too busy patting yourselves on the back for a job well done. There is much more opportunity out there and not even all the low hanging fruit has been picked yet.

Check out the conversation with Dave Raffo along with comments from others here.

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