Lazard/WDC note was out this morning. Barron's article was just a rehash of Lazard's note.
So there are 3 things that may have triggered this:
1. FIO earnings date announcement, I think there was a big cloud that co-founders were pushed out because of revenue recognition. Even though it has been denied many times by management, I think given OCZ and STEC experience - wall street was panicking, hence the drop from 18-19 to 13-14.
2. FIO also filed NexGen audited financials, this is also a relief that A. merger is going forward and B. there is nothing fishy there. NexGen is doing quite well against NetApp in mixed hybrid array market.
3. People took notice of Barron's/Lazard note - if this is the reason for AH surge (I doubt it) then it will not do much for the stock tomorrow.
I think it was primarily #1 - but who knows... bullish technicals, we will be ok regardless of POP tomorrow.