The user suggests that DRAM and NAND currently lack the IP-rich valuation premiums seen in the hard disk drive sector. Specifically, the post notes that if these memory commodities were valued similarly to HDDs, they would trade at the higher multiples currently enjoyed by $STX (Seagate Technology) and $WDC (Western Digital). The sentiment indicates that Samsung is aggressively seeking market share ahead of an expected price correction in the commodity sector.