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OCZ Technology Group, Inc. Message Board

  • ibubble123 ibubble123 Jun 4, 2012 5:21 PM Flag

    Is $3 coming? Then $2?

    I think the closer to Windows 8 coming out the more likely I won't buy or upgrade any hardware until Windows 8 is out. I guess many people are thinking the same like me unless they really need to buy something now. That is why I can predict what the earnings will be. You don't have to agree with me but you can just think about it!

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    • I'm holding since I added a small amount a couple days ago, but if it drops into the 3s I'm gonna probably take another nibble. Problem is, I think the market will drop lower over the next few months dragging this stock way down and I don't want to miss out.

    • Most of OCZ's sales are on the server/enterprise side. You're clearly a paid basher.

      • 1 Reply to ashraf.eassa
      • No one really knows the answer to this ash. We know they sold around $8 million in PCIe products last quarter. We also know that half of their business comes from system integration, OEMs, SAN/replacement and direct enterprise. I assume this would include sales to LG and others.

        "So about 50% of our business exiting the year was system integration OEMs, SANs and enterprise." Arthur Knapp during the May 1, 2012 earnings call.

        Based on all of this I would guess at least half of their business is still the single workstation or consumer space. But I can't be certain because they don't give us that level of detail.

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