July 15, 2012
OCZ got hammered after the earnings call so I went ahead added a boatload…earnings for FIO in 30 days. One analyst predicts $95m for the quarter with increased margins above 54%*. That equates to FY12 of $347.7m in revenue. I believe the FY12 number will be closer to $400m and the margin will be slightly less — here is the YTD chart for FIO compared to OCZ.
FIO/OCZ YTD CHART
One expert I spoke with said the FIO/Princeton announcement about seamless memory w/ HSM applied is more marketing spin than technology innovation. But my feeling is the horse is out of the barn on this announcement which was lead by Princeton University. Net Net: Rick White still owns the flash mindspace — no one even comes close.
In other not random news:
- A buddy of mine is now at CORAID — he’s one of the most senior and respected pre-sales engineers in the storage space and his Rolodex is without peer. Carl Wright is making waves over there.
- Google just picked up some really ugly space on the western side of 101 and Informedika, my firm, got kicked out of our month-to-month lease recently — we were in the no-man’s-land east of 101 in that little corner tucked in between Moffett and NetApp.
- Traffic on both the 101 & 280 are misery this summer.
- Some friends just paid $1000 sq/ft for a condo in SOMA on the east side of 3rd street.
Conclusion: Silicon Valley (and the Bay Area in general) Is Back
*Courtesy of Andrew Nowinski. Copyright 2012 Piper Jaffray. All rights reserved.
March 22, 2012
GridIron Systems is making news this week about its new SAN-attached data accelerator called the TURBOCHARGER (can somebody please alert the marketing department this product name is reserved for automobiles engines?).
Anyway, the CTO is Som Sikdar — no introductions needed, right? Legend! Here are his views on flash:
March 20, 2012
MySQL and SSD: usage and tuning
In this talk, Vadim Tkachenko (Percona CTO) will cover Solid State Drives internals and how they affect database performance.
IO level benchmarks for SATA (Intel 320 SSD) and PCI-e (FusionIO, Virident) cards
to show absolute performance and give an idea on performance per $.
And finally how you can use MySQL and Percona Server with SSD,
what tuning parameters are most important and what performance may expect in real
Note from Steve: This show is a MUST for anyone thinking about solid state memory extensions or SSDs. Just take a look at the speakers, sponsors, and exhibitors!
February 22, 2012
…Fusion-io’s products are designed more for the high end, with a massive 10-terabyte drive that is several orders of magnitude faster to access than standard drives. For now, that gives Fusion-io a huge competitive edge over Western Digital and Seagate (Nasdaq: STX ) — at least for the highest-end applications. The company counts Facebook as its biggest customer.
But competition will be fierce going forward. Western Digital and Seagate have gotten into solid-state drives and have seen some promise, and peer OCZ Technology (Nasdaq: OCZ ) saw a similarly impressive jump in revenue in its most recent quarter. EMC (NYSE: EMC ) has also recently announced its new VFCache technology, using flash chips to accelerate performance.
(full post here: http://www.fool.com/investing/general/2012/02/22/is-fusion-io-the-perfect-stock.aspx)
February 17, 2012
Newly published research purports to claim that as NAND flash dies get smaller (as they inevitably will) there is a predictable drop in reliability and an increase in latency to the point of a diminishing return that “makes the future of SSDs couldy.”
According to one source: the researchers chose 45 chips from 6 manufacturers. They did not use specialized NAND flash controllers as are used by SSD vendors such as Intel, OCZ or Fusion-io. Instead their results were baseline and considered “optimistic” because they didn’t include latency added through error correction or garbage collection algorithms.
Really? No controller & no error correction & no garbage collection? That’s like putting a racing car on the track and forgetting the tires — results will be poor. Here is the entire paper:
February 16, 2012
I just found this site — not sure how I missed it:
For those who think of OCZ as a consumer-focused or gamer product company, OCZENTERPRISE may change your mind or least get you thinking. I know putting up a website is mainly a marketing exercise, but OCZ is definately creating a movement to the enterprise and the content here proves it.
I found the site well organized and content-rich; check it out…