Folks - Please start sending emails asking them to consider renaming the company to something a little more sexy and relevant. As silly as it is, it would make a big difference. IO seems to be catchy, but really anything would be better than OCZ.
Something, anything, just not OCZ.
I bet the stock would take off. Stupid, but likely.
I am buying this company. I like Fusion IO better for their high end products, but there is a place for OCZ as well. I just don't see how either of these companies stay stand alone for very long. This is the future of servers and even consumer based devices. Spindles and RPMs are very 1990ish.
Don't keep your "hot spot" in your front pocket and it won't be a big deal. However, it is a great way to pick up ladies on the bus.
Any folks who are on the design side or engineering side, do you have a feel for the value of OCZ's technology? What is the barrier to entry at this point for the others who do not have this technology in pocket?
For example, would Seagate and WD be best suited to buy OCZ, or just create their own competing products?
It seems like other folks are coming out of the Woodwork with SSD and PCIe storage, but clearly all storage is not created equal. In addition it seems like it is more the software, firmware, and controlers that add the real value.
Anyway, I am sure this has been talked about before, but just looking for some fresh insight and opinions.
I really feel like this company is a screaming buy, but I am wondering what I am missing.
I like QDOBA, and at this point, I'd rather own JACK that CMG. If value is what you are looking for, JACK is where you want your money.
Yes, you should own some FIO, but why not grab some OCZ too. They are different enough to make it worth owning both.
Would you say that folks were fools for buying some AAPL back in 1999 when MSFT was ruling the world? Maybe AAPL wasn't even second best back then, but fast forward 15 years and I'd say you would be pretty glad you owned some.
Umm, I was just giving you some info I got verbally from the girl that works in a local Verizon Store.
I can't really give you a link to that.
Why don't you do something useful and call your local store and ask them how their Jetpack Sales have been?
Once I have something linkable for you, it will be too late because the big boys will already have reacted. You need to be ahead of them.
Looks like the now call the Mifi Device Jetpack.
I was sort of surprised when the girl said the sales of the devices has been "strong". But that is what she said.
Hopefully that is the case in all the stores.
Everyone keeps talking about stealing market share and other folks entering the same space, etc.
The one thing folks don't seem to be talking about is that even if there are now other companies tapping into OCZ's piece of the pie, this piece of pie keeps getting bigger and bigger and bigger. So much so that OCZ should be able to continue to grow nicely even with the competition.
OCZ is in a nice place if they can continue to get better and deliver solid and innovative products.
We'll see what happens, but I bought some today as a potential trade. I hope I timed it right.
May consider holding depending on what goes on in the overall market. I like FIO a bit more as a longer term hold, but where FIO is going to see more pricing pressure, OCZ may be able to grab more of FIO's current market share.
What are others thinking about this sell off?
I think your keyboard is broken.
Good luck with your ONE.TO, maybe you'll get another spike up to 2.
I am more interested to see which company DELL buys. Will it be LOGM or one of the non public companies like Fuze, imeet, anymeeting, etc?
I use LOGM for a lot of things and I never need their pay products? Makes me wonder if they are not giving too much away for free. Also, makes me wonder what makes folks move from the free products to the pay products?
I feel like we haven't heard much of anything new or exicting from these guys in the sense of something that will result in shareholder value.
I still think these guys would make a good buyout for someone, but as the days go by I am less and less sure.
Trying to figure out why to hold this into the future? Still for the AAPL iPad stuff? Something else? Or is it just time to sell?
If you have the time to trade this stock in either direction, you can make so much money.
Folks should really pay some attention to Sara Lee and what they have going on. JVA could be looking might tasty when they let that hungry eagle out of the cage. Tea Forte was one of their last snacks, but coffee is hotting than tea as of right now.
Let's face it, he isn't that smooth.
Let's face it, he doesn't work for AAPL.
However he does work for FIO and when he is saying "we" about apple TV, who do you think he is talking about?
Clearly AAPL TV is coming and Woz knows about it, not because they are sharing info with him due to his AAPL history, but because he is involved via FIO.
FIO is building the infrastructure Apple TV is going to be running on.
Look on YouTube where at the trade shows Fusion IO is powering like 100,000 videos from one IOMemory Card.
Buying back the shares will help close the discount gap and should also "increase" our payment in the sense that now the fund is paying itself the dividends reaped from the discounted shares it just bought.
This is easier for them to commit to than trying to raise the dividend by actually doing their jobs.
I know FIO has better products, but I wish FIO wasn't quite as techy as they are and would talk more in terms that everyone could understand. I see simple PR's from OCZ like this:
As part of this launch, OCZ will be arranging live demonstrations on-site with enterprise customers to showcase how data can be accessed by virtual machines up to 25 times faster than a traditional SAN alone, while also allowing seamless migration of virtual machines from one physical host to another without loss of access to the flash cache or a cliff-like performance drop. As an example, in virtual desktop infrastructure, VXL and the Z-Drive R4's flash based storage is able to complete boot storms of hundreds or even thousands of users significantly faster than what is achievable with typical SAN storage.
And it just makes sense. They don't use fancy names or new names for their technology. And the fact that they will demo their products onsite is HUGE! Once you see it, you will buy it. FIO needs to get this happening as well. It will help them land more of the average Enterprise folks vs. just the huge companies.
Anyway, just my 1 cent.
I was on a call with the head of the CSP program (montly licensing for hosting folks using Citrix products to deliver software as a service SaaS, or Infrastructure as a Service IaaS, and it sounds like things are on fire. He said they have over 200,000 montly licenses (between $6 and $10 per license per month), and it is growing at double digit percentages month over month. That is good reoccuring revenue from the legacy products in new offering.
Folks are using CSP to delvier Full Desktops, single applications, or whatever. Some firms are completely getting ride of their own internal systems and just using hosted solutions in the Cloud Powered by Citrix (and maybe some VMW and MSFT).
Cloudstack could get real interesting real fast too. keep your eyes on it. That could put us into the realms of AMZN, RAX and the likes, but even better because Citrix has a the best and most mature way to delvier.