"There will be a 128 version coming out in the third quarter and the 256 will be launching in the fourth quarter. So what happens with memory or with NAND flash is the density doubles every year and the price comes down by 50 percent per gigabyte. So if you extrapolate those two curves you can see where you're going to have a very cost competitive and density competitive SSD moving forward."
What that means is that consumers will be buying more and more notebook PCs….with solid state drives…
"So this year we expect maybe in the range of one to two million units, which is maybe a one and a half percent attach rate, moving into double digits by 2010. What's interesting is we think we'll be more than twenty percent, SSDs will encompass more than twenty percent of notebook storage in 2011."
That's not to say traditional hard drives will be going away. Capacity there continues to rise…with prices continuing to fall. Bloomberg Boot Camp, I'm Fred Fishkin.