+ Watch OCZ
on My Watchlist
speculative stock - if they can get out of the current problems, the potential to explode is tremendous. If not, it can possilbley be a total bust.
Price Target: $6
With 70% of current Market Cap held in cash, Growing Revenues and a strong product line up. OZC is valued pretty low and is also, potentonally a strong takeover target
Still a great product, market leader. will recover to over $3.00/share
I really believe in Flash-memory. Imho in 2-3 the majority of HDDS will be Flash or Hybrid. And the margins in this business will improve again. OCZ has quite some nice technology here, maybe. I am quite confident that even bad numbers will be better for the stock level than this uncertainty. But still, this one is a gamble. As soon as the numbers are disclosed, some other company like Samsung might grab OCZ.
They have great products but an unsustainable financial position. Great acquisition candidate. Management will be more willing to sell as the share price inches upward organically due to strong sales in 2013.
ssd? this is the one with the skills, talent, potential but needs to get its head on straight - it will or someone will do it for it them and all be well
won't be able to complete with first tier,e.g. sndk
Waiting for this one to pop along with MRVL. The IBM agreement and SSD growth bodes well long term.
Long and short term outlook: Strong BuyReason 1: Sector leader in SSD technology.Reason 2: Outstanding management and engineers.Reason 3: Sustained and repeatable results in R&D, marketing and customer satisfaction.Reason 4: Current market cap at 364.33M (Based on 01Nov2011 close) with only 51.75M shares. Reason 5: Macro/micro economic variables that will propel this stock up above $7.00 per sh in Q42011 and beyond. (Based on 01Nov2011 close of $7.04).RECAP of Investment Thesis:This small cap company is in the right place at the right time with the right product line that will meet and exceed the global market’s needs for speed and performance in SSD sector. Outstanding PR, acquisitions (Indilinx Co., Ltd and UK Design Team from PLX Technology), and possible buyout candidate either way OCZ Technology Group, Inc. (OCZ) at current levels should warrant consideration.
Growing market, growing share of said market, rapidly improving product line, and recently revised 2012 guidance are all pointing up...
This is a startup company with solid management execution in a very fast growing market (SSD).
SSDs are the future of high-capacity internal storage for desktop computers, ultrabooks, and tablets. Price to capacity ratios are dropping making them more affordable on the market. OCZ's price has fallen to an affordable buy to invest in the future.
This is the technology that will replace current hard drive technology. OCZ appears to be well positioned with many innovative products and a strong brand.
OCZ has consistently been the first to market with the emerging SSD technology. OCZhas doubled manufacturing twice this last year and still cannot meet demand. As long as Ryan Peterson continues to press OCZ's lead in SSD technology, I think the company stay at or near the front of the pack of this market. Recent capital investments indicate OCZ will continue pressing R&D. The brand is now known among hobbyists as the best SSD manufacturer, giving credence that there is buzz about their products.
OCZ does business in mostly solid state drives in 3 segments, which include consumers, severs, and enterprise (OEMs), with corresponding revenues of 7%, 75%, 15%. Most of the severs business comes from their affordable, low-mid end PCI-E SSDs, which literally attaches to the severs PCI-E slot and boosts performance of severs. The company is pushing out newer products and will likely continue good revenue growth for this sever segment with z-drive and velodrive series. For the consumer side, OCZ has released low to high end SSDs that are selling well and include Vertex, Agility, and Solid SSD's. Adoption of SSD hard drive is NOT mainstream but is said to be best upgrade a computer can have. That statement is not overstretched, since HDD has been around 20 years and have not changed much in technology versus everything else in a computer. The enterprise segment is interesting. With qualification taking 6 months to 12 months, increased revenues are coming but very slowly according to OCZ's latest conference call with revenues finally coming in for the tier 1 win from December 2010 and 3 tier 1 OEM shipment, qualification, and ramping orders underway. Revnues from enterprises are expected to show up in the later half of 2012 OCZ business cycle (2011).
A solid state drive will be the only game in town circa 2020. Rotating magnetic drives will go the way of floppy disks when the price per GB starts to approach magnetic drives. This is a long haul bet but if you invest in technology make sure you have your bases covered when it comes to solid state storage tech. Spinning drives are going the way of the dodo.
They have the SSD market in their grasp & will turn profitable this year. Get in before this stock doubles!
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