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From: pmony (Rep: 426) reply to stktrader

Date: 08/01/2012 10:28

Forum: Wall Street Pit - Msg #2298913 - List OCZ msgs

Thread #673435404 (Rec: 21)

STKTRADER brand new HOURS old New Trader Alias as he's been caught doing this 100 times that's how he lost Stockmania name & kicked out of the pit lmao freaking CLOWN Re: I don't know how much DD you did on SSD's & OCZ but OCZ is a stacked full...

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Reply to stktrader - Msg #2298901 - 08/01/2012 10:15

Re: I don't know how much DD you did on SSD's & OCZ but OCZ is a stacked fully in...

Your posts are rife with conjecture. These are ones from the OP:

"Revenue projected to go over 1 Billion Dollars next year & earn over $1.00 a share in EPS"

Projected by analysts? Have they been right yet? Just guesswork.

"Over 24 million shares short have certainly helped in keeping OCZ cheap but appears the end is near for them as either Seagate buys them outright or Micron does an Equity investment of size into OCZ. Micron investing say at least 100 Million $$$ would benefit both co.s in a big way. For Micron it not only locks up OCZ as a nand customer it will increase their nand sales in a sizable way, remember if Seagate buys OCZ then the nand buying goes to Hynix big loss for Micron.... For OCZ it's a game changer as it would mean instead of buying 12 weeks on nand to get the discounts they receive OCZ s/b able to reduce it to 6 weeks putting 50 to 60 million in cash back on the balance sheet PLUS the 100 Million from Micron.... Why is this a game changer ??? Cause OCZ already stated will go cash flow positive in the 4th Qtr & armed with 200 million in cash would have no problems with the huge growth expected from enterprise deployments coming up."

All just speculation.

"Wait till next year when Microsoft enterprise deployments start ramping....$$$$$$$$$$$$$$$$$$$$$$$ for those taking the time to do proper DD........"

Nobody knows exactly what the relationship is with Microsoft but they did mention revenue of something like $1.5m so far. Also we have no idea how large the "wins" that they hope to get in the future and if they even get them. It's all just speculation whether they will ramp up.

"OCZ was profitable in the 3rd Qtr last year & made a CONSCIOUS decision to ramp R&D & marketing big time ...again on PURPOSE ... They easily could have kept the expenses at bay remained profitable & the story tellers would have to find other points to distort... OCZ team saw an opportunity to really get out in front of this SSD boom & become the market leader which required the shift in spending.... OCZ will be profitable"

IYO yes it was on purpose.

That's it i think. Now regarding the valuation on their controller where in the world did you get those figures from? GLTY2

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