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RGRU
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survivors
RGRU   11/26/2013 4:01:28 PM
Calling OCZ a "strong survivor" damages the credibility of this commentary in all other respects.  It is very questionable whether they remain solvent.

LarryM99
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Market still in transition
LarryM99   11/27/2013 12:21:51 PM
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To me it looks like it is still too early to call a winner in this market. It is very tempting to draw a straight line in terms of SSD's replacing traditional spinning mass storage, but there are architectural shifts still happening in the computing market. At a minimum I can see solid state devices moving off of SATA and other traditional interfaces and onto ones that better support them. I also expect even more integration of PC components rather than the traditional mix-and-match component architecture we have had for so long. In that situation it's hard to tell who might come out on top.

RGARVIN640
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Conflicting news
RGARVIN640   11/27/2013 12:30:19 PM
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 Just a few weeks ago there was a news story that said that DRAM and FLASH pricing was in decline due to over supply, as the result of slower than anticipated sales of phones/PC's/Tablets. So, what is the true state of supply for Flash/Dram??

rick merritt
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Re: Conflicting news
rick merritt   11/27/2013 1:26:18 PM
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@RGARVIN640: Talwalkar said last week that NAND flash is starting to stabalize. Analysts in this story said it could remain high for another year+ based on capex retrenchments.

HP's CEO said yesterday that DRAM prices for PCs are expected to be high through the next three months anyway.

ElishaMemoryVentures
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Re: Conflicting news
ElishaMemoryVentures   11/27/2013 1:57:07 PM
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According to most data sources and nand producers, nand prices have been steadily declining for last several months. Lsi issues are due to samsung delivering new ssds with their own controller. Side note ... two of the largest acquisitions listedb were by wd..... which is not a pc vendor or a nand producer

RGRU
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Re: survivors
RGRU   11/27/2013 2:15:26 PM
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Well, I had no idea it would happen within 24 hours.  Nice call... LOL

amartin212
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Re: survivors
amartin212   11/27/2013 3:37:05 PM
How very timely that OCZ reported today that they will file for bankruptcy and try to sell their assets to Toshiba. OCZ's previous management often blamed their slower than expected sales growth on NAND supply shortages however I don't think that was the entire story. It's quite sad that such great technology was so mismanaged (as is happening with Violin Memory). Sometimes "visionary" CEOs that ignore all opposition and charge on ahead hoping the market will catch up to them if only they spend enough are in the end just crazy not eccentric.

rick merritt
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Re: survivors
rick merritt   11/27/2013 3:45:34 PM
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I have to bite the bullet here on OCZ.

Talwalkar mentioned them and Kingston several times and I INFERED he was suggesting they were among the likely survivors. My bad.

If they are a strong surival candidate I'd hate to be employed by one of the weaker competitors.

Interesting that Toshiba may buy them or their assets. Again it reinforces the overall story that the NAND vendors are pushing their way into this market, forcing the consolidaiton.

selinz
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Re: survivors
selinz   11/29/2013 2:47:16 AM
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This seems to point to Samsung as the bad guy. Is it possible that to much vertical integration will lead to legal action? 

KB3001
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Re: survivors
KB3001   11/30/2013 9:45:04 AM
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Is it possible that to much vertical integration will lead to legal action?

Why? As long as they are not selling below cost, they are within the law.

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