What's in it for me?
In order to generate the capacity required to justify the new fabs and hence lower prices, NAND needs to offer enough of a benefit that a large part of the customer base will pay the higher prices, at least in the short term.
The benefit of HDD over tape was enormous, and the opening of the home PC market allowed HDD to replace FDD as well. I don't see that NAND offers the same level of additional benefit.
Not to say that we won't get there eventually...
Biting the hand that feeds IT
