Re: Think this through to endgame
There are at least three basic technologies, all persistent/nonvolatile, competing for the brass ring of replacing DRAM in the 2020s. Memristor by itself is no longer one of those three, but a descendant is. (ReRAM, or resistive RAM, is a category which includes memristor and several related technologies.)
Concur that what matters is who gets the revenue/margin. I honestly don't know what the market will look like in 2025, much less what share of what segment of that market HPE will have. But HPE invested in a very long view of driving technology for that era, not just following the herd, and we should respect that choice and keep an open mind for the medium and long term consequences of that choice.