Memory……Price is out of control……and that will change behaviour and drive innovation. It always has….and it will again.

End of the month in a week….then earnings two weeks after that….then…the Summer Doldrums kick in…..its going to be a sweaty, price dominated summer. To explain. Over the years I have done, well, whatever this is……technologies and ‘Vogues’ have washed in and washed out. Investor interest cycles through a multiplicity of stages until…everyone knows everything!...