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OCZ Technology Group Inc Message Board

ddbikessamsara 3 posts  |  Last Activity: Oct 31, 2014 12:22 PM Member since: Oct 5, 2004
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  • Reply to

    Better Than Expected Earning Coming!

    by hotracer2012 Oct 29, 2014 6:15 AM
    ddbikessamsara ddbikessamsara Oct 31, 2014 12:22 PM Flag

    Nice call. Hopefully it will do a repeat of last year where the same thing happened - a "hiccup" quarter where it nosedived for a while then it turned around and ran back over $15

    Sentiment: Buy

  • Reply to

    Ashley Fieglein Johnson now permanent CEO?

    by ddbikessamsara Oct 2, 2014 2:22 PM
    ddbikessamsara ddbikessamsara Oct 3, 2014 11:53 AM Flag

    I think she said she PLANNED to step back into the CFO role, not that she wanted to. Biddescombe seems an odd choice - I agree it has to be some sort of board connection. He seems to have good credentials in the tech industry so I'm not particularly concerned, and I think Ashley could do ok as the CEO. The business is pretty straightforward and the market seems to be theirs for the taking if they simply execute properly - I don't think it takes a superstar to make that happen. The things that keep me holding are 1) the market seems to be there and the customer list is most impressive with no one leaving 2) the substantial cash hoard 3) the 2 institutions taking such monstrous positions and 4) the very significant upside if they get things going the right way.

    They had a non-stop growth trajectory going for years until this year's hiccup and I don't think the market has changed, they just have to regain focus. This could be double digits again easily with just one decent quarter and guidance.

    Sentiment: Buy

  • With this new CFO appointment does anyone think she will become the permanent CEO? She seems quite competent and knowledgeable so I personally would be satisfied to see her take the job. It seems odd that there is no announcement about her since her old job as CFO is now going to Simon Biddiscombe.

    Any thoughts?

    Sentiment: Buy

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