Lets keep it here.
All in all, a pretty decent call.
RS: OPEX estimated between 27 - 30 mil per quarter with additional legal expense above.
GM profile - consumer 15-25% (high teens avg), Enterprise - 20-60% (40% avg)
70% Consumer - 30% Enterprise (growing every quarter stronger in back half)
This was a great comment to sort of reset expectations. 70/30 split consumer/enterprise run rate.
RS: multiple suppliers qualified for key products.
That was as clear as mud. Need to see the 10Q
Cash flow positive within a year
Secured flash to meet market demands
opex will be 27M-30M ongoing + legal/audit costs
DIdn't see this before so I apologize for starting another thread. The OpEx figure was much lower than I expected.
Restatements not limited to one small customer.
Another lie there. They said one customer and one quarter. Now multiple customers over multiple quarters.
OCZ would be cash flow positive IF revenue @ 110m per quarter.
Unfortunately when they stop lying about their numbers, rev will be well short of 110M per Q.
RS: possible withing one year.
Only 15M debt, with 15M cash