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  • Apple: An Analysis Using Warren Buffett's 10 Points Of Light  [View article]
    The book value post is exactly what I was going to post. A major error was made in the article: the book value has increased significantly, whereas the price/book has decreased. These are both very good things.
    Oct 15, 2013. 09:50 AM | 7 Likes Like |Link to Comment
  • A critical weekend column from SA contributor Austin Craig could be taking a toll on OCZ (OCZ -6.9%). Craig, who has written about OCZ in the past, argues weak PC demand, liquidity issues, cash burn, weak IT hardware demand, high inventories, the delisting threat, and competition make for a toxic mix. Among other things, he points out OCZ's financing deal with Hercules Technology Growth Capital involves a 15.5% interest rate in its first year, and only initially gives OCZ $20M (another $10M depends on milestones). Moreover, OCZ is required to raise another $10M (likely at high rates) by May 31, or else Hercules' interest rate goes up to 17.5%.  [View news story]
    Looks like a lot of people thing Craig was right. Are there any good counter-arguments against the points he made?
    Apr 22, 2013. 12:41 PM | Likes Like |Link to Comment
  • OCZ Technology (OCZ) is halted from trading with news pending.  [View news story]
    Is this a "good" halt or a "bad" halt?

    Also, does the new earnings release have any effect on the delisting?
    Apr 17, 2013. 12:06 PM | Likes Like |Link to Comment
  • OCZ: Please Show Us The Numbers  [View article]
    Sounds like a pretty fair analysis. (And it's very well written.) I don't think you're a basher.
    Feb 25, 2013. 07:23 AM | 2 Likes Like |Link to Comment
  • OCZ Technology (OCZ) says it's the subject of an SEC investigation. The agency has delivered a subpoena asking for "documents and information" related to OCZ press releases on Sep. 5 (the day of its first FQ2 warning) and Oct. 10 (the day of its second warning, 10-Q delay announcement, and CEO appointment), and the reporting of customer incentive programs, among other things. Shares are halted; they're already down nearly 80% on the year. (PR[View news story]
    ...and the other shoe drops. Happy Thanksgiving, folks.
    Nov 21, 2012. 05:29 PM | Likes Like |Link to Comment