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Tuesday, May 20, 2008

EMC says SSD is the future

EMC's Joe Tucci, speaking at EMC World yesterday, touted the company's moves into flash-based storage as a revolution that will transform the industry over the next several years.

STEC has the design wins at EMC. I was negative on STEC the other day. It was a mistake. They're likely to enjoy a healthy ramp in SSD drives as they've got first mover advantage with a lot of enterprise customers. And the notebook business hasn't really begun yet. I'm going to be a buyer of STEC on weakness.

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