STEC, Inc. (NASDAQ:STEC)

flash memory it is going to be big, the best like Violin, are private but here is a public company.

early market leader in solid state drives...good time to buy under $10.00

People is obssessed with speed. From Formula One to Intel Processor. And this big trend won't be affected by the market flurry.

STEC is still the best within the group. And their relatively small size means they are also a potential acquisition target.

With the recent slump, I am in with the real money

flash

stec

It's that thing, you know, that THING...

Faster, Cheaper, Quieter and more (yes, reliable too) ... is the needs of data storage today. STEC with their multiple decades of storage related experience and proven (time and field tested) technology platform is a leader/key-player in this growing industry segment. They will do well even as an independent company; however, they are more likely to be acquired by a larger player sooner or later...

fro

stec is back on track but they burned so many in the past that it will take another quarter or two for the believers to start believing again.....but stec is coming back.

As enterprise companies start replacing their storage systems to expand capacity and replace old storage devices, SS storage devices are going to take off.

smart is better in products

SSDs have greatly improved performance over traditional harddrives. Especially for mobile applications. Power consumption, weight, and noise are reduced dramatically. While speed is turbo charged. In the next few years as they become less expensive they will become the staple. Increasing performance both for computer speed and battery life because of their lowered power consumption.

Storage Market continues to grow.

Huge lead. Imense growth. Buyout candidate.

new storage opportunity

SSD adoption has failed to take off as predicted. This is partly driven by NAND Flash pricing relative to the price of HDD storage; NAND has had relatively high pricing and is expected to stay that way for at least a couple of years. There will be a large price gap from NAND to magnetic media for many years to come.

The expectations built into the current stock price are not achievable, unless both 1) the SSD market takes off, and 2) STEC achieves domination in the market, i.e. 40%+ market share. Either one of those may happen but unlikely both will.

STEC's 2010 sales numbers are disappointing - negative growth from 2009, while the rest of the tech industry has been setting new high markes for sales and earnings in 2010. At some point investors will really start asking "where is the growth?", and the stock will quickly roll down a steep hill to a more realistic valuation.

Good growth and earnings ahead.

Solid state drives should continue to grow market share.

Great company, Excellent growth, No debt, Ahead of competitors bringing in new products, Expanding its customer base( means less dependant on EMC), Can easily grow its market share based on its leadership in solid state drives.