Not a terrible surprise, but it does take away some of the perceived value of Indilinx I would think.
I think this adds to the Marvell/OCZ merger discussion.
As long as it is reliable and delivers the 400-800 bp margin improvement it should be no problem. I have to admit it would have been nicer to know it was 100% Indilinx but they are contributing high quality firmware. They have a strong connection with Marvell through the R5 as well so the more Marvell succeeds the more OCZ succeeds.
Agreed....I think of this as gaining instant reliability, instead of having to work through bugs in new hardware. Yes, in the long run having created the hardware would have added to Indilinx's value, but I'm glad OCZ has a reliable platform to build off of. I don't think OCZ could take any more bad press about having "faulty" hardware, so this should give us a nice bump in adoption of the Vertex 4. Besides, as stated in the article, firmware/software is where the value is.
i was lead to believe from all the reviews and conference that the controller (design/architecture/etc) on the v4 was an exclusive in-house job by Indilinx! if that is not the case, i fear what will happen to ocz if this gets blown out of proportion. also how is this goinig to save gross margins?! so instead of paying sf, we're using marvell!!
It is NOT disappointing. Ryan is clearly focussed on the market and he wants to be there in a timely fashion. And if in-house capability cannot deliver as yet, he gets the job done by utilising external capabilities. Imagine if he does not do this! Shareholders suffer. Great decision by the CEO.
I don't know about that...
Think about it this way - if you're Marvell and you're thinking of being vertically integrated at some point, why not pass on your own chip to an SSD company like OCZ to see what they can do with it?
Marvell would have a reason to allow OCZ to keep their competitive advantage and OCZ can prove what they can do with the silicon. If the market matures in a certain way, Marvell can just go ahead and buy OCZ out before the big rush of SSD demand (both consumer and enterprise).
If the demand doesn't materialize, then MRVL has limited risk. They didn't buy OCZ and they can operate as they normally do.