Quote:
Originally Posted by assassin 
Here is a much much better and more balanced article on OCZ instead of just "CEO Speak"
http://seekingalpha.com/article/1036191-ocz-the-good-the-bad-and-the-ugly
Also since you are fair balanced when it comes to OCZ (right?) I fully expect that you will let poeple know that OCZ fully intends to pull out of the low end (i.e. HTPC) market as they conceded that the other big guys have them beat.

Here is a much much better and more balanced article on OCZ instead of just "CEO Speak"
http://seekingalpha.com/article/1036191-ocz-the-good-the-bad-and-the-ugly
Also since you are fair balanced when it comes to OCZ (right?) I fully expect that you will let poeple know that OCZ fully intends to pull out of the low end (i.e. HTPC) market as they conceded that the other big guys have them beat.
You will notice in the disclosure the author is Long on OCZ and Micron. Interesting. I thought the article was actually pretty good and accurate. Thanks for the share.
I def tend to agree with author that on the lower end- the actual NAND manufactures will lead the market because NAND is the largest cost in making SSDs and the makers of NAND obviously have advantage there. Samsung is the only NAND maker that also makes controllers- so I see them doing well. They already have a good reputation- and also well known for high performance. I would expect that success to continue and assume they will be profitable since they use their own economies of scale.
Of coarse Samsung is such a huge company that what they do in the SSD market has little effect on their stock price. It's a very small part of their global business. But I would expect them to really lead the market in the future based on what I am seeing, and what they have to work with as a company.
Their controller is superior to the LSI controllers (sandforce) and Marvel Controllers (like in Crucial M4) so unless a newer and better controller comes out - other MFG's might have a tough time competing against Samsung. Samsung can lead on price and performance- that's a deadly combo from a big company with a good reputation and proven reliability record. OCZ leads on price and performance too- but they don't have Samsung's assets, economies of scale, or reliability and reputation records so they might sell a ton of cheap drives but they make no money doing it. OCZ exiting the lower end is a blow to consumers more than anyone else. But someone will always step up and be the next guy. I think Samsung is just positioned well to lead. Intel isn't a bottom feeder and they certainly are not worried about having the lowest price or highest market share.























