Since some people are so adament that no relationship/deal/sales/etc exist between OCZ and Micro$oft, see below from the F1Q13 Transcript.
http://seekingalpha.com/article/713241-ocz-technology -s-ceo-discusses-f1q13-results-earnings-call-transcript ?page=4
"In regards to significant customer news, I'd like to confirm that we are expecting Microsoft deployments across a number of discrete opportunities around our Deneva 2 SATA products, our Talos SAS drives and our Z-Drive R4 PCIe SSD. And this could be material to our business in the near-term and we believe that Microsoft could grow to become one of our most significant clients.
Please note, while we've begun shipping our Z-Drive products to Microsoft during the first quarter, our aggregate sales to distributors and OEMs for Microsoft were less than $1.5 million and therefore not impactful in the first quarter.
And on page 6 the Q&A section,
"Rich Kugele - Needham & Company
Yeah. Yeah. I think so. Right. And then, the last question is just on Microsoft, now that you're talking about it publicly. Can you just talk about just on -- let's just take the R4 for example, how would you expect it to be deployed? What type of average capacity? How do you expect it to look? And are they taking your software as well?
Ryan Petersen - Chief Executive Officer
They are -- so I'll start with the easy question. They're not currently taking our VSL software. We weren’t in GA or we didn't even, I believe, have a software we believe bought, say, in February. So we did not have a software arm at that time other than the normal management tools like our Z verse series of management tools.
So no acceleration software which is the VXL software included on the PCIe win there. The ASPs vary quite a bit from opportunity to opportunity. So there are opportunities on the low end. And I'm doing this from memory, with an ASP in the $300 to $400 range, I think $312 is probably our lowest in-bound sell price on a SATA product and obviously the ASPs on the PCIe product I believe are in the $4,000 to $5,000 per unit range.
There are numerous opportunities at Microsoft. I do believe that we're currently engaged in six sizable for us opportunities, probably four to five of which we expect to win in the short term, hopefully as a sole source. And some of them we've won already.
Rich Kugele - Needham & Company
Okay. But none of this was included in the 630 to 700 guidance?
Ryan Petersen - Chief Executive Officer
"so why spend 750 Mil to 1.15 Bil for OCZ when they can buy one of several private companies with better tech, lower price and better growth potential.
and if STX wanted a private company - only LSI, MU or FIO would fit the bill. "
Show me a better public company (or private) w/ better growth and tech and one that is compatable w/ STX and im sold.
LSI? They only sold 31 Million of sandforce controller chips last quarter and LSI paid 400M for them. OCZ has a controller chip and more in dev. Enterprise value 3.74B
MU? This just shows you have no idea what is going on but fine. MU is primary a RAM play and they just gobbled up a Japan Ram maker. enterprise value 7.48 billion
FIO... not even compatable w/ STX but the market cap says it all 2.7B (too lazy to find the enterprise value)
I swear this is like taking candy from a sleeping baby. PLEASE short more.
Smart Modular was bought by Silver Lake Partners last summer for about 600M, I would expect them to want a nice return on their investment. That makes no sense at all, OCZ would be a much better fit for STX and with SMOD going for 600M last summer don't see how OCZ wouldn't be worth more than SMOD.
SMART has some really good tech (they are one of the few with adaptive DSP), but they don't have the wide variety of interfaces that STX needs.
Do they have a PCIe offering? No. STX WILL need to have some sort of answer to the PCIe shift eventually.
I'm not aware that Smart Modular has much of anything that is really considered enterprise, and even if they do they are no longer publicly traded and I don't think the private equity firm that bought them is going to give Seagate a bargain.
You gave away who you were replying to. He's been on ignore for a long time.
FIO/STX makes absolutely NO sense. None. Neither for FIO or for STX. Anyone who wants that deal to happen clearly doesn't understand why mergers happen.