As many of you know, I have long positions in Micron (NASDAQ:MU) and Intel (NASDAQ:INTC) and follow them and their industries closely. All of my research starts with primary sources. I use secondary sources as checks. I do research daily, including channel checks. Something interesting happened yesterday, April 22. Dell listed a 1 TeraByte SSD (1024 GB) as an option for many of its high-end workstations, mobile workstations and desktops. I checked the four other largest OEMs in the PC market, and none of them offer an SSD storage option higher than 512 GB. The five largest OEMs in the PC market accounted for a combined total of 65.3% of the market, roughly two-thirds of it. Read more