Why Fusion-io IPO Will Sizzle

1) the “competitors coming to market” only validate the technology — and each of the vendors supposedly coming to market has baggage .  example: virident does not work on msft operating systems. tms is full height only. etc.  so here we now have another 100 sales reps running around finding deals for FIO — that’s what i see happening.

2) managing flash is rocket science and FIO has sucked up the best flash engineering talent over the past 18 months.

3) they get better component pricing advantage — volume and relationships w/ best-of-breed mftrs

4) the real competition is Violin and the centralized storage space

5) after the IPO, spending will be unlimited in terms of IP and sales landgrab — i anticipate scorched earth here

6) so whatever the market becomes in terms of gross dollars:  FIO will still get the largest share

7) secret weapon: http://news.dice.com/2011/05/27/mechanical-bulls-didnt-scare-any-geeks-at-interop/


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