My husband is a salesman of high tech equipment to very large enterprise accounts in Silicon Valley (along with a few tiny customers like Elli).
He used to sell Oracle servers and storage. But believes a huge shift is taking place in the industry. He started as a systems engineer so he is more technical than the average salesperson. My biggest investment successes have come from his work stories. For example he was selling for a company called Storagetek and came home month after month complaining about how hard it was to beat EMC on deals. They became the enemy, so I bought them… And hid that fact for quite a while.
Yesterday he was talking about Sandisk and some new higher capacity storage they have coming out and how it was going to impact big computing environments. I am not going to attempt to give you details because I will surely get them wrong. But it was a long conversation with if they come out of this kind of pricing -this kind of thing will be possible but more likely it’s going to be even lower, and then we be able to do - this and this.
Bottom line is I’ve been here before and I’ve seen this kind of process happening his work and it’s inevitably been a buying opportunity, so I offer up for your consideration SanDisk.