You shouldn't jump to conclusions so fast based on a rumor from Theo Valich. If it is true then OCZ may have to restate earnings all the way back to 2008 since OCZ first signed a distribution agreement with MemoryWorld back in Jananuary of 2008.
Its a rumor by this theo guy, but it makes sense, Look at their Sec 10k filing, it says memoryworld is their biggest customer accounting for %10 of OCZ'S global sales. Look at memoryworld.de 's alexa rank in germany, its pathetic. According to theo RP has a stake in memoryworld.de