Fusion-io, Inc. (NYSE:FIO)

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.

apple and facebook both use them...

FIO has a great future, but I'm changing position on this one. I think manipulation and wild speculation led to swings in the stock price, and now this will cool off for a while. I'm thinking $17/share soon... then buy back in.

Stephen Wozniak is the chief scientist!! As we consume more and more content on the internet, companies need innovative and cost effective solutions to efficiently access and stream this data to customers. As cloud computing becomes mainstream, FIO's solid state technology will make it succeed.

I'm anxious to see how Apple will utilize Fusion-io hardware/software with the invent of Apple TV. Will they offer streaming services that rival all other service suppliers?

Revenue growth is great. Selling into Apple's data centres may the massive opportunity here. If Apple moves into TV services, FIO's hardware has the potential to be a component of Apple's delivery infrastructure.

http://www.fool.com/investing/general/2012/04/23/a-disruptive-tech-stock-poised-for-greatness.aspx?source=irnsitlnk0000001

Just watch data usage over the next five years

new contracts

data storage. apple and facebook are customers

Very high PE, but Fusion-io is at the front of big data. With VDI and Data Warehousing, companies are looking for cost effective ways to push large amounts of IOPS without the cost of expensive SAN equipment. Fusion-io cards can do this for them.

AAPL, FB, CRM & now CSCO...at you're not even out of diapers yet?! Need I say more??

Main customers are Apple and Facebook...

great product in huge growth market. has the fastest technology.

One analysts called this compnay going in to "hyper-growth." Then again, do we always want to believe analysts?

Here's my video pitch for Fusion-io. http://www.fool.com/investing/general/2012/02/29/top-10-big-data-stocks-fusion-io.aspx

One has to understand this country's economic system. Check out the Apple and Facebook partnerships. The oligarchs in Silicon Valley have decided that FIO is the place to be...

While I've not used FIO stuff personally, I've seen what flash-based storage devices can do, and it's pretty impressive.

I believe FIO has a great product, great market share etc. The reason I an saying under perform is due to emerging compitition in the SSD sector. The OCZ R4 Gen 5 card and a few others could possibly steal some of FIO's market share in the near term.