just wondering will ryan come out and say he was wrong? or will it be another earnings flop?
he did a lot of big talking about getting up to 40% GM but at current prices, he would need to make these SSD for less then $0.31 per GB.
note: this pricing don't include resellers markup. so knock another 10-30% off the production costs to meet these margins. so at lowest they need full out the door production costs to be ~$0.28 do you see this happening???
on all webistes???
the thing to note is even people who post feedback on the agility 4 mention that ocz seems to know there is a problem with them?
sooo? either there is or there isn't? was it a firmware problem? is it the NAND like theo said? who knows but there is defiantly a big difference between agility and vertex.
I would recommend caution regarding statements about the Agility 4. Yahoo will cooperate with counsel in Civil matters as well as Criminal. 50% failure rate, as you have routinely produced, may constitute libel & brand defamation without empirical data of substance. Employers can be found liable for their employee's damages if found to have i) originated during hours of employment or ii) from/within corporate assets.
btw this one is currently at 58% hehe...
-PH liable? for what? that some sites have as high as that in feedback? maybe you should be looking to why those sites have such negative feedback into your goods? don't shoot the messenger when they only relaying what is out in public forums.
btw when am i going to get paid for pointing out your enterprise links all going to the wrong thing? talk about thanks...
The Agility 4 being sold on two clearance sites today, at heavily discounted prices was bothersome.
Do you think its because of channel stuffing?
I took a look on EBay and they have lots of brand new OCZ products for sale too.
This one had 9 slightly used Agility 4 512GB units.
ed you do bring up a good question. was that 27 million ryan mention in "booked sales" actually channel stuffing?
this what he said about sales.
"Though we expect to -- at 100,000 units and a higher than average ASP, we would expect to see the transition happen a little more quickly than originally expected, which is positive news. So I think it was -- on a go-forward basis, we'll be able to see the margins going up at a more rapid or at a higher growth level."
however products are selling for well over 30% less then past quarter. i know some are saying this due to cheaper NAND prices, but they buy NAND in 12 week supplies, so you won't see the cheaper stuff hit the shelf till end of quarter.
all in all it looks to me they trying to just clear out inventory for whatever reason. however this will make for one rotten quarter.