Motley Fool: Is Fusion-io the Perfect Stock? (spoiler alert: No — there’s OCZ among others)

…Fusion-io’s products are designed more for the high end, with a massive 10-terabyte drive that is several orders of magnitude faster to access than standard drives. For now, that gives Fusion-io a huge competitive edge over Western Digital and Seagate (Nasdaq: STX  ) — at least for the highest-end applications. The company counts Facebook as its biggest customer.

But competition will be fierce going forward. Western Digital and Seagate have gotten into solid-state drives and have seen some promise, and peer OCZ Technology (Nasdaq: OCZ  ) saw a similarly impressive jump in revenue in its most recent quarter. EMC (NYSE: EMC  ) has also recently announced its new VFCache technology, using flash chips to accelerate performance.

(full post here:  http://www.fool.com/investing/general/2012/02/22/is-fusion-io-the-perfect-stock.aspx)

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