Andrew Nowinski Storage Analyst from Piper Jaffray & Co:
(repost from Wall Street Transcript)
Third, and 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.