09 December 2010

Like a Rolling Stone

One Hit (To The Body), STEC's and Compellent's that is, appears to have happened today.  And, I'll 'fess up, I never saw it coming.  OCZ, which had looked like a mix of prosumer/consumer SSD builder, is now shipping Enterprise parts.  Who knew???  And the stated price is $300-$500.  Either some OEM is willing to take a really big chance, or the cost of Enterprise SSD just went over a cliff.

Here's hoping for the latter.  Do you get it?  SSD for only 2 to 3 times the cost up front!!  Not the 10 times (or more) it has been.  And if the buyer is EMC????  STEC's corporate sphincter just got puckered.

The devices are the Deneva line, which they only announced back in October?  They run SandForce's SF-2000 controllers, and will be shipping by February!!  "Watson, the game's afoot."

As I was composing this missive, came word of the Compellent smash, and it's not a technical problem.  Compellent is an early adopter of STEC SSD.  Months ago, you may remember, a rival, 3PAR, was the hockey puck in a takeover game.  Compellent's share rose, a lot, in sympathy, and kept going.  Today's story has it that the company is going to Dell, but for substantially less than the share bid up by all those plungers.  Irrational exuberance strikes again.

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