Auriga on Technology Hardware: EMC Officially Launching "Project Lightning" = Game on in PCIe SSDs
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Today's Overall Ratings:
Up: 8 | Down: 12 | New: 30
Rating Summary:
34 Buy, 5 Hold, 0 Sell
Rating Trend: = Flat
Today's Overall Ratings:
Up: 8 | Down: 12 | New: 30
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Auriga on Technology Hardware: EMC Officially Launching "Project Lightning" = Game on in PCIe SSDs
Auriga analyst says, "EMC (NYSE: EMC) is holding a call with analysts today to officially launch its PCIe product. Upside potential for EMC is fairly limited, but today's announcement call could be quite negative for Fusion IO (NYSE: FIO) and, to a lesser extent, for OCZ Technology (NYSE: OCZ). What's happening? EMC is holding a call with analysts today at 1PM ET to officially kick-off its Project Lightning PCIe SSD product. The product was announced about a year ago and went into beta in late 3Q11. We expect some details on the product (are they using LSI for the PCIe card and/or controller and Samsung for the NAND?), and also a discussion of why their approach is superior to current segment leader Fusion IO. What the critics will likely say. EMC is a storage company and just wants to protect its big storage franchise, and their approach of controlling the data from the storage array side rather than in the server is not revolutionary and thus doomed to fail. We're sure critics will also add that EMC is a big slow company that doesn't get flash, and thus won't possibly be able to beat out the nimble SSD centric players in the space. Concerns over working with the server OEM's as a channel will also be raised, given EMC competes with those players in their core storage business."
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Auriga analyst says, "EMC (NYSE: EMC) is holding a call with analysts today to officially launch its PCIe product. Upside potential for EMC is fairly limited, but today's announcement call could be quite negative for Fusion IO (NYSE: FIO) and, to a lesser extent, for OCZ Technology (NYSE: OCZ). What's happening? EMC is holding a call with analysts today at 1PM ET to officially kick-off its Project Lightning PCIe SSD product. The product was announced about a year ago and went into beta in late 3Q11. We expect some details on the product (are they using LSI for the PCIe card and/or controller and Samsung for the NAND?), and also a discussion of why their approach is superior to current segment leader Fusion IO. What the critics will likely say. EMC is a storage company and just wants to protect its big storage franchise, and their approach of controlling the data from the storage array side rather than in the server is not revolutionary and thus doomed to fail. We're sure critics will also add that EMC is a big slow company that doesn't get flash, and thus won't possibly be able to beat out the nimble SSD centric players in the space. Concerns over working with the server OEM's as a channel will also be raised, given EMC competes with those players in their core storage business."
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