Fusion-io, Inc. (NYSE:FIO)

CAPS Rating: 3 out of 5

Fusion-io is a computer hardware and software systems company that designs and manufactures memory.

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Member Avatar makemoney5 (65.87) Submitted: 11/8/2013 11:49:40 AM : Outperform Start Price: $10.69 FIO Score: -25.65

Really hit hard. Call me optimistic, but I think they can turn it around

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Member Avatar tiobueno (99.45) Submitted: 10/30/2013 9:28:25 AM : Outperform Start Price: $11.06 FIO Score: -27.77

Insiders

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Member Avatar olipapa01 (< 20) Submitted: 10/24/2013 11:52:27 AM : Outperform Start Price: $9.59 FIO Score: -17.20

The company have future,and even if there is a chance that they continue to fall from current level (9.6)in the next few quarter.I still believe they will outperform on the longterm. They already have the technology what everybody will need sooner, or later,and of course by the time the competition will come,but i still believe who are in the first line at the start will be in the first line at the end, maybe not t the first place not at the second, but this company will definiatly benefit from the future demand for this technology who ever competitors step in. So the only question is for me how much profit will be on my side after years from today.

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Member Avatar newt1322 (< 20) Submitted: 9/16/2013 11:59:08 AM : Outperform Start Price: $14.30 FIO Score: -49.49

it will be bought by seagate

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Member Avatar mwlove (62.98) Submitted: 6/20/2013 8:40:49 PM : Outperform Start Price: $13.28 FIO Score: -52.60

I love the products this company makes. The change in CEO caused the stock to tank, but it was for the best. The new CEO, Shane Robison, says he has three goals: 1) expansion into new
customers and geographies; (2) integration of recent acquisitions and (3) innovate at a faster rate
than competitors. The company needs to diversify beyond Apple and Facebook, but Robison is the guy to get it done.

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Member Avatar TMFInnovator (37.56) Submitted: 6/7/2013 9:46:22 AM : Outperform Start Price: $13.99 FIO Score: -53.26

I think this is a good risk/reward tradeoff that's worthy of a bullish CAPS call.

- Flash memory used to improve the performance of servers. Big data is a hot topic that is just getting hotter.
- Established customer list with some of the biggest players in the industry. HP, Dell, IBM, Apple, Spotify and Facebook all use Fusion-io. Those are big companies that depend every day on having optimized servers. That gives me confidence that the Fusion ioMemory platform works very well.
- The company's CEO AND CMO left just a month ago to "pursue entrepreneurial investing activities". Although this is definitely a concern, it's not a deal breaker. This is just what some entrepreneurs do. They'll come in, create something big and get paid a lot of money. But then they become tired of the day-to-day and move on to create something else.
- Shane Robison, the new CEO, has decades of experience with HP. It is expected that he will help to court enterprise clients, which is good news.
- Read the reviews on Glassdoor.com. 4.8 out of 5 stars. Employees are motivated. "World-changing", "Great morale", "fun place to be". That's a great culture that is important to preserve as Fusion-io grows.

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Member Avatar usainvestmccarty (67.82) Submitted: 5/2/2013 9:45:10 AM : Outperform Start Price: $18.02 FIO Score: -70.19

Watch the volatility on this. $15 was a good price to get in. Take 75% out around $25-30

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Member Avatar RSue (93.96) Submitted: 1/31/2013 1:09:25 PM : Outperform Start Price: $15.74 FIO Score: -69.46

This leading innovative flash-storage memory technology company's growth is likely only deferred in the short-term due to 6 month delays in orders from two of its largest customers -- Apple and Facebook. Significant growth should resume in the second half of the calendar year since revenue from the deferred orders of these two behemoths is expected to return.

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Member Avatar TraderXF (34.66) Submitted: 12/20/2012 5:34:00 PM : Outperform Start Price: $24.24 FIO Score: -94.45

SDD market growth

http://seekingalpha.com/article/1054551-modeling-out-the-future-in-fusion-io

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Member Avatar FundamentalFrank (84.19) Submitted: 10/18/2012 6:48:25 AM : Outperform Start Price: $28.94 FIO Score: -98.95

Facebook Q3 2012 earning will rock. I just hope the guys will invest all their cash in some related stocks.

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Member Avatar TMFHumbleServant (95.72) Submitted: 10/15/2012 7:22:34 PM : Outperform Start Price: $29.66 FIO Score: -100.62

Fusion-io uses solid-state memory to help servers run more efficiently and effectively. There are lots of servers out there that could use a boost, as well as new ones that will come online. Major customers include Facebook and Apple for their internal networks.

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Member Avatar akmmm199 (< 20) Submitted: 8/25/2012 3:15:25 PM : Outperform Start Price: $29.16 FIO Score: -102.75

is a buyout candidate after texas memory buyout. hot technology. over 33 million servers world wide will need upgrade.

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Member Avatar TMFZahrim (27.34) Submitted: 8/10/2012 2:29:42 PM : Outperform Start Price: $27.06 FIO Score: -101.86

http://www.fool.com/investing/general/2012/08/10/boom-and-this-is-just-the-beginning.aspx

The company plays an increasingly important role in the big-data trend and should be able to climb dramatically from here. In fact, I'm so convinced of a bright future for this stock that I just opened a bullish CAPScall on Fusion-io -- today's price jump notwithstanding. Fools don't play the market-timing game, you know.

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Member Avatar DSmod (39.17) Submitted: 7/16/2012 6:35:13 PM : Outperform Start Price: $18.62 FIO Score: -91.74

FIO still looks expensive - even after falling so far since its IPO. But I think this is as cheap as it's going to be for awhile.

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Member Avatar LazyOldMan (58.87) Submitted: 7/3/2012 9:29:09 PM : Outperform Start Price: $21.25 FIO Score: -96.54

While this is not a certainty by any means... the technology that supports virtualization and server-based web applications is clearly in the future. FIO appears to be in a good spot. But there is significant competition and the market is VERY price sensitive. If they can make products that are a "good" value and afford to sell them and make a profit this company is positioned too do very well. There are alternative storage strategies and some are very low cost. But, I think in the near term this stock will out perform... so I put some money where my mouth is and bought 200 shares. Well, see.

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Member Avatar arembr01 (33.55) Submitted: 6/21/2012 1:07:39 AM : Outperform Start Price: $19.09 FIO Score: -99.26

In my opinion there are quite a few things to be excited about with this company and it’s growth potential. First, the customer connections: Largest customer is Facebook, Apple is on their heals with their iCloud and laptops and could end up taking over the top spot soon. New deal with Cisco to be placed in their blade servers, Dell, ect, ect. These are all huge companies, who don’t appear to have a risk of going out of business that would place huge orders with FIO.

For those of you who have used a flash hard drive, you know the huge difference in speed and the durability as well. No more bad hard drive because you set your laptop down a little too hard. Personal computers are going toward the direction of flash drives. Despite how anyone might feel, cloud computing is the future for personal and business computing. Presently, these markets are extremely untapped, AKA HUGE growth potential.

But what good is growth potential if you can’t capitalize on it? Well….. guess who just happens to have a 57.38 gross margin? To put it a different way, lots of room to invest in R&D, expand capabilities and the ability to fully exploit growth opportunities.

Lastly, while being expensive isn’t exactly a good thing, it sure isn’t bad sign with regard to FIO. Yes, they sport a 852 P/E, but that price tag is reflective of expected earnings growth potential. Since their IPO last year their stock price has dropped, however their customer base has grown and will soon be generating much more income. This current low stock price is a great chance to get in at a much more attractive position than you will see later this year.

Of course there is a chance you dive into this, I’m totally wrong and it all goes bust. In which case, why did you take the advice of a random stranger on the internet, LOL?

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Member Avatar eshober (< 20) Submitted: 6/11/2012 1:19:46 PM : Outperform Start Price: $18.17 FIO Score: -93.67

People keep comparing this company to "competitors" that don't make sense. I guess that's understandable since they're the ONLY serious player in performance enterprise storage.

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Member Avatar astros428 (60.09) Submitted: 6/7/2012 1:58:42 PM : Outperform Start Price: $18.32 FIO Score: -94.29

High Growth

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Member Avatar tmcmill81 (65.86) Submitted: 5/31/2012 1:45:33 PM : Outperform Start Price: $20.56 FIO Score: -100.95

Memory is key.

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Member Avatar chicagoadvisor (53.20) Submitted: 5/18/2012 3:58:26 PM : Outperform Start Price: $19.63 FIO Score: -100.76

This company has been on my watch list, I'm excited about their software and the fact that their presence is growing in the cloud space. It's still a good story as earning haven't really shown up. It's on radar, I don't own it yet.

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