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OCZ Technology Group AŞ Message Board

  • madcoweater1 madcoweater1 Jun 6, 2012 9:49 AM Flag

    FAB = Sustainable Competitive advantage

    From the Register Article
    "He also suggested, after talks with OCZ's management, that OCZ could get into NAND fabrication - perhaps via offering an equity stake to a NAND manufacturer. OCZ would then get access to more reliable and lower cost NAND die shipments. OCZ execs are, he says, exploring this option.

    If OCZ pulls this off it will become a flash force to be reckoned with"

    A strategic investment from a NAND OEM would be brilliant. Lock in a cost advantage and focus all R&D resources on the non-commodity controllers and software. Sounds like the EMC playbook.