+ Watch FIO
on My Watchlist
Fusion-io is a computer hardware and software systems company that designs and manufactures memory.
Really hit hard. Call me optimistic, but I think they can turn it around
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.
it will be bought by seagate
part of 1yr test portfolio- YTD FIO -55.06%.
Ok, I thought I'd wait for $10 a share to buy this. Close enough.
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 newcustomers and geographies; (2) integration of recent acquisitions and (3) innovate at a faster ratethan competitors. The company needs to diversify beyond Apple and Facebook, but Robison is the guy to get it done.
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.
Watch the volatility on this. $15 was a good price to get in. Take 75% out around $25-30
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.
SDD market growthhttp://seekingalpha.com/article/1054551-modeling-out-the-future-in-fusion-io
Facebook Q3 2012 earning will rock. I just hope the guys will invest all their cash in some related stocks.
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.
Motley owns butpricer
Move away from traditional storage media to solid state devices.
is a buyout candidate after texas memory buyout. hot technology. over 33 million servers world wide will need upgrade.
http://www.fool.com/investing/general/2012/08/10/boom-and-this-is-just-the-beginning.aspxThe 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.
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.
SSD tech for large servers. Will soar or be acquired IMHO.
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.
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ratings and Key Statistics provided by Zacks.
SEC Filings and Insider Transactions provided by Edgar Online.
Powered and implemented by Interactive Data Managed Solutions. Terms & Conditions