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Thursday, Sep 6
2012, 1:57 PM
OCZ Technology (OCZ -18.8%) may be suffering from flash memory shortages, but its FQ2 warning...
OCZ Technology (OCZ -18.8%) may be suffering from flash memory shortages, but its FQ2 warning also speaks of execution and supply-chain problems, thinks Needham, which is downgrading the solid-state drive (SSD) vendor. FBN is also downgrading, arguing competition and soft demand are taking a toll. Pac Crest, meanwhile, thinks flash constraints will give manufacturers such as SanDisk (SNDK +8.1%) a chance to gain SSD share in the high-margin enterprise segment. (earlier)