Anyone notice that Vertex 4 went from being a borderline top 10 seller on Amazon to #1-#4? Both 128GB and 256GB seem to be doing very well.
Reviews are also extremely positive and the frequency of review have spiked. From May-August the Vertex 4 would get a single review a day (roughly). Now we're seeing 5-8 reviews per day and almost all of them are great reviews.
Obviously black friday has something to do with this, but it's a nice trend to see. In the past, OCZ never really won a ton of business, it had always been Newegg. Things appear to be changing.
I've been following the reviews of the Vertex 4 for the past month and it's kind of amazing how positive the reviews have been for this drive. Not only there a significant increase in the quantity of reviews (4-6 reviews per day) but the quality of the review have been spectacular.
Out of the last !100 reviews I'd say 2 or 3 have been "1 star", the rest have been mostly "5 star".
I think it is like anything else on consumer tech. Even though it is primarily the vector that is getting all the news and accolades, it has a trickle to the other lines. I think vector is getting people to take a look at ocz, and when you do your research, the initial reviews of the vertex 4 have, in many cases, been updated to account for the new firmware (again always make sure to upgrade firmware for any ssd brand, this is still a "cutting edge" technology, and is changes come pretty often).
There is a more detailed analysis of the firmware, but essentially it allows a lot of the speed enhancing aspects of the controller to function when you have greater than 50% usage of the drive (which I suspect is the case for most people, as they tend to get the largest drive they can afford...).
I think one overlooked factor on the SSD front is the fact that a lot of the new MBs now support TRIM on raid 0 arrays. This means that sata3 won't be as much of a limiting factor for speeds on the cheaper consumer side. I still think there is a place for pcie, but it will be more limited, at least on the consumer side.
JJP, i believe RP said in a CC months back that the vertex and agility lines accounted for 50% of their total consumer revenue? Please correct me if i'm wrong. point being, we may see a huge revenue decline (yet higher margins), but I guess if we're now shifting toward profitability the valuation of this company should be pretty interesting going forward.
I don't think you will see a "huge" revenue decline simply because the bulk of their sales came from selling Vertex and Agility and those lines still exist atleast in the case of V4 and A4. The agility will be discontinued soon though I am sure.
Still trying to figure what that means though. Sure they have the top sellers but those are not making them any money.
Maybe there is some value that their brand name is becoming more more prevalent as a number one SSD maker?
What do you mean they're not making money?
Prices for their drives have gone up considerably since the management shakeup. Agility 4 is another story, but the Vertex line is pulling 25% GM's, easy.
NAND can be had for $.60-%.70/GB (Contract vs SPOT prices) and they're selling drives for $.90-$1/GB. NAND is the majority of the BOM and they pay very little in licensing for Everest 2 since they write their own FW.
Yes, I keep pretty good tabs on this. I wrote a previous post about a "#1 Best Seller” banner that Amazon posted on the Vertex 4 256 GB. I've never seen that before and this was a few days after Black Monday. There is no doubt that they are selling a ton of drives. I think the sales numbers will be a pleasant surprise to some who aren't following this. What's more interesting, OCZ raised their prices and the sales still increase! Very bullish sign.