Friday, August 21, 2009
Deutsche analyst says, "We view STEC as well positioned to benefit from the adoption of SSDs in the enterprise space. STEC has a considerable lead over competitors in the FC market, where its products are shipping in EMC systems. STEC is also ramping new business with IBM, HP, Hitachi and Sun, and we expect these customers’ volumes to grow over the next few quarters. In 2011, we estimate the enterprise storage opportunity for SSDs will be roughly 300-600K units, significantly higher than STEC’s current 53K unit run rate. As NAND prices decline, we see growth opportunities in the server segment, where 20M HDDs ship annually.
STEC, Inc. designs, develops, manufactures, and markets custom memory solutions based on flash memory and dynamic random access memory (DRAM) technologies.
By: DocMemory
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