I think it will serve as a general comp to OCZ and hopefully show how undervalued OCZ is. Not that it's a great comp, but then again neither are STEC and FIO. In fact, an amalgamation of the three would be a sort of weird frankenstein version of OCZ.
Corsair has a pretty lousy business now though that seems plagued by many of the criticisms that were brought against OCZ in the past year or two along the lines of (i) being in a low margin commodity hardware business that is highly cyclical in the "bad" part of the cycle; and (ii) low R&D spend / no enterprise efforts to support a growth story.
I was actually surprised to see less specifics about their SSD business. Just a couple tidbits about margins that were actually pretty interesting (I expected them to be higher):
Gross margins for our gaming components and peripherals segment were lower in the three months ended March 31, 2012 compared to the three months ended March 31, 2011, due to changes in product mix, with strong growth in sales of solid-state drives, which generally have lower gross margins than other products in this segment.
Gaming components and peripherals Revenue / Gross Margin