If the elephant ate the peanut today, you would not hear about it until the peanut had been digested and became fertilizer for more peanuts.
Anyhow, my comment about arbitrary numbers had to do with yickle2001 said.. He said this quarter would be 21m, there is no way he/she could know what the actual numbers will be.
What you have said is that if they meet expectations that this will be really bad. Consensus for Q2 is 19m, anything under 20 would be really bad according to you. The high estimate is 21m.
What I'm saying is based on what management has said, that they expect to return to growth in Q3. I never said to expect a blowout Q2, it's the SSA market growth that excites me and should excite you as well, the product offerings for VMEM have improved greatly in the last 4 months.
It's arbitrary because you have no way of knowing what the numbers are, so what those numbers represent is one man's gut feeling based on past events.
Why throw these arbitrary numbers out there? How would any of us know what the numbers look like? Be patient, the market for SSA is about to explode higher and so will VMEM.
Lots of attention is being given to SSA and Flash, there was even an article about IBM rebounding based on their own SSA efforts thanks to the expected 73% CAGR as the SSA market grows to a conservatively estimated 3.5 billion by 2017.
There was one high profile customer announced today, there will be more to follow. This company will grow with the SSA market which has an estimated CAGR of 73% through 2017. Even if they lose a little market share they can still grown at a rate of +50% and up to 100% per year, this is pretty obvious to anybody paying attention.
cld9731 you really should not expect a huge uptick in sales in Q2, management has indicated they expect an uptick in 2H not Q2, so more likely the real report card comes in Q4.
The CAGR for the SSA market is 70% and you think VMEM will go BK? You are out of your mind and deserve to lose money betting against these odds you dummy.
What's up nk499? Long time.
FIO had all kinds of buyout rumors and all were dismissed.. If you bet against stocks which are beaten down and acquisition targets, you deserve to get nailed to the cross IMHO.
I bought at 7, sold at 7.80, bought again at 7 and sold at 6. After the fall below 3 I bought back in and plan to stay long. I am not trading this stock because the news that will spike the price will be sudden, and it will be painful for shorts and traders unlucky enough not be along for the ride.
Go away piptard, you are embarrassing yourself and nobody cares what you think.
Manipulators did the same thing with FIO stock before the buyout. There is no reason for the drop from 4.50 to 4 this week, pretty amazing.
Pippy I warned people about going long in OCZ and even forecast it dropping below $1 with a vengeance. I always said that playing the bounce was a spec play. You are well aware that I was no longer long OCZ when they went BK.
Anyhow there really is no comparison here, I admitted you were right many times with OCZ, but you are wrong about Violin.
We just had some news, buyout rumor involving Micron.. What happened? Manipulation it seems, the stock is trading down while the entire market is up big.. After a buyout rumor with the stock trading THIS freaking low?? I hate market manipulation, I hope the buyout happens and the jerks responsible lose a lot of money.
Toshiba and Sandisk use the same 19nm process. Micron is currently producing 20nm in volume but will be at smaller geometries soon. Either way, I'm sure Violin has already tested with Micron NAND and has a plan to switch if there is a need.
Thanks crazy, as an application architect I care more about the final product and not the sum of it's parts. I'll admit cld9731 does know quite a bit about Violin's hardware as well as the competition, but it also seems he has a negative bias, which is why I think we butt heads in this forum.