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Tech - Flash Storage Stocks

Posted on 3/27/13 at 12:36 pm
Posted by GenesChin
The Promise Land
Member since Feb 2012
37704 posts
Posted on 3/27/13 at 12:36 pm
Fusion IO and OCZ Tech are both at pretty much historical lows but are the major players it seems like in flash storage. What reasons will they not rebound in the future?
Posted by Dead Mike
Cell Block 4
Member since Mar 2010
3375 posts
Posted on 3/27/13 at 1:20 pm to
The emergence of Samsung and Sandisk in the mainstream SSD market? Low margins on RAM?
Posted by Korkstand
Member since Nov 2003
28684 posts
Posted on 3/27/13 at 1:23 pm to
Of the two, Fusion-io seems the better choice. From the little bit of research I've done, it looks like they're targeting datacenters and servers, whereas OCZ mainly targets consumers (slimmer margins). They are both competing with the likes of Intel, Samsung, and Toshiba, though, so take that for what it's worth.
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