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Fusion-io, Inc. Message Board

  • jai4524 jai4524 May 9, 2012 6:12 AM Flag

    benchmark upgrade-customers APPLE,FACEBOOK,HP,IBM

    "We reiterate our Buy rating. Fusion-io reported another strong quarter driven primarily by “Core” sever customers such as HP , IBM ,Apple and Facebook. Fusion-io continues to benefit from the burgeoning market for direct attached flash storage and seems to be staving off competition by building a large ecosystem of hardware and software partners well ahead of anyone else. OEM qualifications for ioDrive2 and falling NAND flash prices should catalyze revenue growth and gross margin during the next few quarters."


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