rd4sndk

STEC Revisited: Will It Go from Good to Great?

499802... I disagree with your essessment of Sndk. Sandisk financial problems weren't a result of its technology being ahead of the market. Sandisk failure stems from their inability to bring to market the right technology and the right product--namely SSD, OTP and 3D. Sandisk spend more time developing CE products (mp3 particularly) and aquiring msystems. All of these efforts did little to differenciate Sandisk from commodity markets while providing time for its competitors to catch up (albeit with lower profit margins) but never the less comparible or better pricing. Sandisk inability to stay ahead of the competition was its own undoing. STec should heed the message that your competition is more formidable than you are lead to believe by your initial success.

STEC's Massive Selloff: It All Hinges on EMC

leslie... You so right!! Its shameful for a stock that had already sold off on false information (competitive market threat) and to sell off even further after beating both top and bottlom line. Guidance was short of expectations but it didn't warrant a 75% fall in the SP.

I'm under water with Stec by 50% but believe and hoping IBM or some other customer make up the loss in EMC's orders.

There is one area I'm disappoint with STEC in and that is in its ASIC release. The CEO indicated that Mach8 using the FPGA controller isn't cost effective and that it will take the ASIC controller to kick start this market. I would like to have hurd that they were accellerating the release of this controller in order to get out in front of the market. I didn't hear that. Too reminescent of Sandisk and their feet dragging on its technology.

STEC Design Win at Apple: Short-lived Catalyst?

Before you start counting Intel and Samsung chickens, you should first wait until they meet the design constraints. No one has produced a SSD at performance and price points like STEC. If Sandisk was smart they would scoop up STEC ASAP before its too late. Intel is targetting 2H08 and Sandisk 2009. Both are at least a year behind STEC in performance specs and customer qualifications. My money's on STEC. A bird in the hand is worth Intel or Sandisk in the bush.