WDC

Western Digital to Acquire sTec

The following is excerpted from an Objective Analysis Alert e-mailed to our clients on 24 June, 2013:

 sTec Stock Price HistoryWestern Digital Corporation (WDC) and sTec, Incorporated announced today an agreement for sTec to be acquired by WDC for $340 million in cash. The HGST subsidiary will assume control of sTec and will continue to support existing sTec products and customers, while also remaining a part of its joint development program with Intel Corp. HGST’s current line of SSDs uses an Intel controller architecture combined with an SAS interface, end-to-end data protection, and other features key to the enterprise SSD marketplace.

Although sTec was a glorious first mover in the SSD business with EMC’s Continue reading

WDC’s HGST Intros 12G SAS MLC SSDs

Latencey Histogram of HGST's MLC SSDIn case you didn’t have enough abbreviations in your life, The SSD Guy brings you the headline above, with the promise that the news below is really interesting: HGST (formerly Hitachi Global Storage Technology, but now a division of WDC – Western Digital Corp.) has brought out a new line of 12Gb/s SAS SSDs based on MLC flash.  These are a part of the UltraStar line.

Whereas HGST’s first-generation UltraStar SAS SSDs used SLC flash, the new SSDs are based on 25nm MLC flash but offer the same warranties as HGST’s prior generation.  Even so, performance for the new SSDs is significantly faster than that of their SLC-based predecessors, with no reduction in wear or lifetime specifications.

These SSDs are the first to support Continue reading

The SSD Pricing Maven

Andy Higgenbotham of Price G2When I have a question about SSD retail pricing I know exactly who to consult.  Andy Higgenbotham (pictured here) and his Price G2 service track HDD and SSD retail pricing and publish data to a very high degree of resolution.

Price G2 data has been used in another post in the blog: When Will SSD Prices Drop Below HDD Prices?

This company publishes weekly reports of pricing from all major HDD and SSD manufacturers (Seagate, Western Digital, Toshiba, Samsung, Intel, Micron, and the like) with information on market trends like this for the week of April 23:

Flat to increasing pricing continues throughout 2012. Only on the 512GB have we seen sustained price drops from Q1 and through Q2. The 512GB capacity currently sells for $1.05/GB in week 17.

Amid recent rumors of steep SSD price declines this service has served to disprove any notion that the SSD market is undergoing fundamental change.  The SSD Guy highly recommends Price G2 for anyone whose business relies on timely and thorough HDD and SSD price tracking.

Micron: SSD Over-Inventory at OEMs & Channel

Excess Inventory of SSDsDuring Micron Technology‘s quarterly earnings call an interesting tidbit was revealed: PC OEMs and Micron’s sales channel partners are carrying SSD inventory from panic buys they made in response to Thailand’s floods.

It seems that Micron’s OEMs and channel partners expected the HDD shortage that resulted from the floods to create new market opportunities for SSDs.  This is not an uncommon notion, and it was first discussed by The SSD Guy in a blog post early last November with another post added in January.  It seems that the messages of these posts didn’t reach those OEMs.

Micron mentioned this because Continue reading

Contact

Jim Handy
Objective Analysis
SSD Market Research
+1 (408) 356-2549
Jim.Handy (at) Objective-Analysis.com

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