OCZ Technology Group Inc fka OCZTQ

[ciciagt]

Speaking of bloggers, this is rather robust:
http://beta.fool.com/shamapant/2012/06/08/perfect-growth-stock/5532/?ticker=MSFT&source=eogyholnk0000001

-- Fun Fact? OCZ Technology's expected revenue for this year is roughly equal to the total size of the SSD market in 2008.
--4 directors each buying 40,000 shares in April.
-- Indilinx controllers are outperforming the Sandforce controllers, and OCZ's movement into controller production gives it a vertical integration that is an inherent advantage in the battle for market share.
--OCZ is growing at insane speeds now (expecting 80% revenue growth this year)
--Right now, OCZ sells for less than last year's revenue. To give you some context for that, competitor Fusion-IO sells for 9x last year's revenue ...
--Last year, OCZ guided for 300-330M in revenue. OCZ ended the year with 360M in revenue. This year, management guided for 630-700M in revenue and the stock plummeted, clearly focusing on higher cash burn rather than huge scaling up of revenue. Again, however, we can expect OCZ to beat guidance as in their conference call, the CEO admitted that guidance did not include c?ontroller or SANRAD revenue because they were tougher to calculate. Admitting that controller revenue was growing at twice the rate of OCZ's core SSD business, the CEO is clearly understating OCZ's market potential.