Forgot to include research from Piper Jaffray & Co.
Mr. Nowinski from Piper Jaffray:
I have a very bullish outlook for storage spending in 2012. My opinion is supported by the results of our recent CIO survey, which we conducted in December. The results of that survey indicated that 68% of CIOs plan to increase spending on storage in 2012
I would say the area that I am most excited about, is the PCIe flash storage market. The upcoming launch of the Romley processor this quarter will dramatically improve server performance, which in turn will exacerbate the need for high-performance storage
Storage performance just really hasn't kept pace with server performance over the last five years, which means servers sit idle, and are essentially underutilized while they wait for data from the external storage array.
So to eliminate that bottleneck, vendors like Fusion-io and OCZ have developed solutions based on PCIe flash storage.
I think that opportunity is really almost equivalent to the size of the high-end storage market, which IDC estimates will reach $20 billion in 2012.
And with only two vendors in that space, it's a big opportunity for both companies - and quite honestly, the new architecture really could create some serious headwinds for some of the traditional high-end storage vendors.
Just past week
Japanese social gaming company Drecom announced it is using Fusion ioMemory to power its MySQL database environment
Apple Inc. confirms it has bought 160 acres in Prineville, Oregon and plans a data center there.
Get ready for multiple contracts to fuel the earnings
$20 Billion in upgrades are coming and only 2 companies are to be in front line.
If you think FIO can not take at least $1 to $5 Billion out of that think again
The data center reference is to aaple's data center a year ago it was a land acquisition... it is now on final in Oregon. As for the upgrade TAM, that is just getting going on the server side which is the reference... FIO has just come out with Fio Scale --prepare for a HUGE surge in their core book in addition to expanded applications with all existing heperscale customers...
Or just be a naysayer and watch how FIO either gets going 200mph or gets acquired within a year or so... if you have done any legit work on the space, you should realize that Seagate and all the other logical strategic owners would rather have FIO than Virident's wannabe SSD ideas.