Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of solid-state storage specialist STEC
So what: Once heavily dependent on orders from EMC
Now what: Storage systems vendors of every stripe are warming up to SSD technologies, and many are incorporating solid-state drives as part of larger, disk-based boxes. This helps STEC and its SSD rivals ramp up their importance to the industry in a way that doesn't kill IT managers by sticker-shock-induced heart attacks. Either this quarter or the next could mark the tipping point where SSD storage becomes a standard part of the enterprise IT vocabulary.
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