He and others are waking up to what is happening in high end data centers as big data, iCloud and FB implications set in.
If you missed it Friday, Motley Fool's article is now talking about the iCloud piece with an analyst, a topic I raised here two months ago. Remember, too, Credit Suisse, who knows this company better than any sell sider, has a revenue target of $620m+ for CY13. FIO is going to rip the shorts heads off when the fourth reversal takes hold here... any day now.
In less than four (4) months after introduction, AAPL had 125m cloud users as of March 31, 2012.
The iCloud is going to have a huge impact on FIO and so is the cloud generally as FB and hundreds of high end data centers come aboard FIO's proprietary virtualization software... a dozen wannabes are working on cut through software ideas to play catch up, but FIO and FIO's IP are already on the 5th lap of a 6 lap race.
Easy double into year end as investment professionals learn what is happening here.