Fusion-io, Inc. (FIO) Interview with The Wall Street Transcript: Dennis P. Wolf, CFO and EVP, & Gary Orenstein, Senior Vice President of Products

Wall Street Transcript

67 WALL STREET, New York - February 14, 2013 - The Wall Street Transcript has just published its Data Hosting Centers and Data Storage Report offering a timely review of the sector to serious investors and industry executives. This special feature contains expert industry commentary through in-depth interviews with public company CEOs and Equity Analysts. The full issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

Topics covered: Data Hosting Centers - Flash Memory - Cloud Computing Secular Trends - Internet Infrastructure Build - Big Data, PCIe Storage, Cloud Computing and the Virtual Desktop - Data Center REITs - Colocation, Managed Hosting and Cloud Computing - Data Center Expansion -

Companies include: Fusion-io, Inc. (FIO) and many more.

In the following excerpt from the Data Hosting Centers and Data Storage Report, senior management at Fusion-io, Inc. (FIO) discusses the company strategy and the outlook for this vital industry.

TWST: It seems the company is right in the heart of all the key trends in data storage. What do you find most impacting to your company that you're having to adapt to or that's presenting the best opportunities?

Mr. Orenstein: It's a very ripe time, because we're in a world where time is of the essence and nobody likes to wait. And whether it's the business user that's waiting for their analytical dashboard to make a critical decision on a buy or a no-buy decision, or whether it's the end user who simply wants their e-commerce transaction to complete faster or to see the photos that they're sharing with friends, everyone across these different markets is demanding more data, faster. Fortunately, the intersection of those demands combined with the ability of Fusion-io to deliver the data center equipment and solutions needed for these companies to serve their users, that's just been a very ripe opportunity for us.

Mr. Wolf: I would say also that we are at a crossroads. When you look at cloud, virtualization and Big Data deployments, we make Big Data work, and we make it work faster. It requires massive data throughput that is not really possible with traditional disk-based solutions. At the same time, we're finding that NAND is becoming a broader brush and the cost curve is going down, so we're getting to the point where it is very competitive with any kind of traditional disk-based solution.

TWST: Are you seeing growth and demand being particularly strong for any one of those segments or customer verticals?

Mr. Orenstein: I think that we've seen strong demand across the board. Again, the umbrella here is the world as we see it has an insatiable appetite for...

For more of this interview and many others visit the Wall Street Transcript - a unique service for investors and industry researchers - providing fresh commentary and insight through verbatim interviews with CEOs, portfolio managers and research analysts. This special issue is available by calling (212) 952-7433 or via The Wall Street Transcript Online.

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