STEC playing with the big boys

Implications: 1. SSD is gaining traction, especially MLC based. 2. Apple has shown a lot of confidence by using STEC 3. Will STEC have the bandwidth (mfg) to support? 4. What will be the impact on their stock price?

Analysis: This new design win STEC has achieved to support the Mac Book Air with SSD's is a huge win for them. This will propel their technology (and that of others in the same field) to a new level. I was quite surprised to hear that Apple put their eggs in the STEC basket (especially if it is true they are moving away from Samsung) considering the relatively small size and manufacturing capacity of STEC. Clearly, Apple saw benefits in their controller and overall SSD technology.

This is not a rumor, this is a fact.