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Strategies & Market Trends : Aardvark Adventures

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To: ACAN who wrote (6302)	4/4/2009 10:56:08 AM
From: John McCarthy	Read Replies (1) of 7944

ACAN FYI - Barrons has a piece on it STEC (pg 30 by Tiernan Ray) Upshot is: a) they have 18 month lead over everyone b) they ONLY sell to EMC SUN etc and deals with IBM and HP might be coming soon. The kind of flash drives that STEC sells are expected to rise 227% between '07 - '12. To quote the author: "Its STEC's game to lose." Founder says -- 30 flash-memory-drive patents -- 53 pending patents Seagate filed patent infringement but dropped the filing. Article ends: More likely to be bought out than pushed out. regards John McCarthy note - I lurk your posts hence this post

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