SASI Insights from the 2014 Flash Memory Summit

Flash Memory Highlights:

Flash memory combined venture funding for 2011 to 2013 tops $1B with $300M invested in just the first 6 months of 2014. M&A has also been very active with 9 deals in 2013 totaling over $2B in consideration. M&A remains hot with 4 deals through the first 6 months 2014 totaling $1.7B in consideration.

SASI Insights:

•   There is plenty of venture fuel left in the tank
•   Expect more funding at both ends of the IT spectrum
•   Later stage rounds will dominate with fewer A rounds
•   M&A likely to remain hot for the next 12 to 18 months
•   Expect some fantastic exits and some fantastic failures
•   Yep, there is a bubble here but do not expect a loud pop

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