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> There are quite a few other competitors. They make SSDs.

There are some overlaps, but it's a different market. If someone still buys HDDs, certainly it means SSDs are not suitable for the job, at least in term of cost.

> I'll mention cloud storage is a competitor too.

Maybe for cold storage, syncing data and object storage. But still, there is no replacement for a box of spinning hard drives in many applications.



> SSDs are not suitable for the job, at least in term of cost

I think what just happened is that CMR drives just got more expensive, which may erase some of that cost advantage. Not all of it, not yet.

But principle is worth something, too. I expect a few folks who are sortof on the border will be so soured on spinning rust by this whole ordeal, as to swear it off completely.


I think the only difference for most use cases is cost. As soon as the $/byte ratio lines up between SSDs and HDDs the market for HDDs will basically be long term archival storage only I suspect.




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