The analysis argues that Apple may need to put down billions of dollars of cash to fund a guaranteed NAND flash supply plan. I would love to see OCZ make it on their own but the odds are pretty slim.
* Incoming president says NAND plants running at full capacity
* Capital expenditure budget highest since 2010
By Sophie Knight
TOKYO, June 26 (Reuters) - Toshiba Corp may expand its NAND flash memory chip capacity just one year after oversupply and a slump in prices prompted Japan's leading chipmaker to slash production by 30 percent.
With Toshiba's existing chip facilities now running at full capacity, the company may spend some of a 38 percent hike in its capex budget this year on extending a factory, the company's incoming president, Hisao Tanaka, said in a recent interview.
Raising capacity would mean Toshiba is confident that demand for the chips, which are used in smartphones like Apple Inc's iPhone, will remain strong enough for the company to avoid the inventory glut it suffered in 2012.
they are going to have to go all enterprise with whatever nand they can get to survive. its going to be close. its all about the tect has ocz got what someone needs, if stx was going to buy ocz can they get enough nand also?
wrm, I would not dis-agree with that thought process on revenue topping the big question is where is the revenue coming from and how are they doing. Netgear, Drobo are growing a lot and if OCZ is in Azure you would think that revenue stream would be there for at least 7 to 10 years from now barring any events. The distributorships are probably just kicking in and how they are working those channels would be interesting.
You do see some good partners but just like STEC you have to wonder when reputation, economies of scale and market penetration do saturation. Ideally I would think anything less than 10 to 20 percent increase per quarter is the minimum one should expect once the Nand stuff is addressed.