Ok, we all know it's going to be ugly, but it’s also history. What I want to see is positive revenue growth, positive margin growth, reduction in ongoing operating expenses and what the cash position is. Most importantly, I want to hear some "forward looking statements" regarding status of financing, revenue guidance, guidance on when they will become profitable, new product launches and new enterprise customer wins. If I had to pick one thing, it would be revenue growth. Everything else can be fixed as long as top line is growing.
I would think that a clear plan on profitability would be the most important. With SSD sales becoming more competative with lower GM's and lower cost per unit revenue growth in the consumer market will be a tough slog. I would only agree with you that consecutive top line growth is the most important factor here. If Z-drive R4 fails to break close to even on R&D costs it will have been a tremendous drag on the scope of the business. Will admit that they can salvage the PCIE line if they can roll out a successful new R5 line. This should have been released to market already. I suspect that it will be re-tooled with the BF3. Anticipate whispers this January.
Dang dude are you clueless as all heck and so far behind the times it's ridiculous. No wonder you're getting shredded on your short position. They have made it clear that the future is about high margin highly profitable products and they refuse to get into low margin no money product lines. Where have you been?! Clueless poster. Wow.
Look, that's history. If they can't figure out how to grow revenue without losing money, OCZ should just shut the doors now. I'm hoping to see revenue grow with a positive or at least improving margins. Need to get some return on the R&D investment.