Ashraf Eassa
Long/short equity, contrarian, independent research, tech

Can OCZ Take Advantage Of M&A Mania?

OCZ Technology Group (NASDAQ:OCZ) is running out of time to present itself as a viable acquisition candidate. Following Western Digital's (NYSE:WDC) recent acquisition of troubled enterprise SSD vendor sTec (NASDAQ:STEC), flash giant Sandisk (SNDK) responded in kind by acquiring SMART Modular Technologies from private equity firm Silverlake (SMART was taken private at a substantial premium to market price several years ago). There is very clearly a market for enterprise SSD controller technology, but can OCZ be a beneficiary of this M&A spree?

OCZ's Real Game Plan

OCZ's consumer SSD business, which has never turned a profit, is essentially worthless - the firm tried for a long time to sell commodity solid state drives at...

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