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OCZ Technology Group Inc Message Board

  • madcoweater1 madcoweater1 Nov 13, 2012 4:01 PM Flag

    What if they guided to a blow out 4th quarter?

    I've been monitoring all the big Internet retailers over the past few weeks and there is no denying that salese of Vertex 4 and Agility 4 are accelerating. These drives have Everest 2 controllers, so they should be carrying a better profit margin than the older drives. I don't want to get to ahead of myself here but 3rd party sales data looks promising. Anyone find any evidence to the contrary?

    Sentiment: Buy

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    • hahahacreek@rocketmail.com hahahacreek Nov 14, 2012 4:52 AM Flag

      I might believe that after I see the 3rd quarter numbers.

    • spot pricing on NAND been $0.67-0.70, so factor that into your equations.

      • 2 Replies to pipster1234
      • Just checked the spot market price on DrameXchange. Its $0.1062 /gig for 64gb MLC.

        If I'm reading this correctly, you are way off. They also list the SSD finished product price and it's showing OCZ 128gb Vertex 4 selling for a low of $0.82 / gig. That would imply a pretty good margin. Again, assuming I'm reading this right. Spot and contract NAND prices are trending down.

        NAND Prices
        Item Daily High Daily Low Session High Session Low Session Average Session Change History
        64Gb 8Gx8 MLC 6.80 3.85 6.80 3.85 5.411
        -1.02 %
        32Gb 4Gx8 MLC 4.03 2.38 4.01 2.38 2.668
        -0.45 %
        16Gb 2Gx8 MLC 3.80 1.70 3.80 1.70 1.917
        0.00 %

        SSD Prices
        BIWIN SATA 3 Elite Series A816 120GB 115.0 95.0 105.0
        2.4 %
        Corsair SATA 3 Force Series GT 120GB 183.1 125.1 143.5
        3.4 %
        Crucial SATA 3 m4 Series 128GB 138.0 100.2 112.3
        -2.5 %
        Intel SATA 3 510 Series 250GB 709.0 400.0 630.0
        -4.0 %
        Intel SATA 2 310 Series 80GB 223.3 171.9 190.0
        0.1 %
        OCZ SATA 3 Vertex 4 Series 128GB 165.9 105.0 125.5
        0.3 %
        OCZ SATA 3 Agility 4 Series 128GB 150.6 94.1 113.8
        -0.1 %

        Sentiment: Buy

      • Seriously? wow..... thats way way up from a month or 2 back when it was at mid 50's.

 
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