Summary

  • STEC races past established flash and HDD vendors to gain share at EMC, with qual's at others.
  • The 2nd phase of the race is now starting to depend upon SSD's gaining more share from HDD's, depending on a couple of technology hurdles.
  • A new player from left field has entered the fray, jumping one of those hurdles.

Analysis

Let's face it. GLG clients reading this are trying to determine one thing - what to do with STEC's stock. While no one can predict how the market will value the company over time, we can provide a historical backdrop of the fates of companies with similar technology trajectories, based on my 26 years of executive experience in the storage industry at firms like Western Digital, Brocade, and Adaptec, and having met the 2 STEC founders.
STEC's destiny lies in their share of customers, pricing power, reliability of their multi cell technologies and wear-leveling quality, capacity, and execution.
We can provide a peek around the corner to clients.

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Analyses are solely the work of the authors and have not been edited or endorsed by GLG.