VM World Update: Fusion-io in the Wikibon Cube

August 28, 2012

FOOL: Sell AAPL, Buy FIO?

July 16, 2012

you read that right — here it is from last week’s Motley Fool:

3. There are better stocks to own.

If you think there are better stocks to own, sell your Apple shares, and use the proceeds to buy those stocks instead.

Growth investors could look to a smaller company in a burgeoning new market. One possibility is Fusion-IO (NYSE: FIO  ) , a leader in the fast-growing solid-state drive market. The stock is currently trading 50% below the average analyst target estimates.


FIO and OCZ got hammered last week…

July 15, 2012

OCZ got hammered after the earnings call so I went ahead added a boatload…earnings for FIO in 30 days.  One analyst predicts $95m for the quarter with increased margins above 54%*.  That equates to FY12 of $347.7m in revenue.  I believe the FY12 number will be closer to $400m and the margin will be slightly less — here is the YTD chart for FIO compared to OCZ.

FIO/OCZ YTD CHART

One expert I spoke with said the FIO/Princeton announcement about seamless memory w/ HSM applied is more marketing spin than technology innovation.  But my feeling is the horse is out of the barn on this announcement which was lead by Princeton University.  Net Net:  Rick White still owns the flash mindspace — no one even comes close.

In other not random news:

  • A buddy of mine is now at CORAID — he’s one of the most senior and respected pre-sales engineers in the storage space and his Rolodex is without peer.  Carl Wright is making waves over there.
  • Google just picked up some really ugly space on the western side of 101 and Informedika, my firm, got kicked out of our month-to-month lease recently — we were in the no-man’s-land east of 101 in that little corner tucked in between Moffett and NetApp.
  • Traffic on both the 101 & 280 are misery this summer.
  • Some friends  just paid $1000 sq/ft for a condo in SOMA on the east side of 3rd street.

Conclusion:  Silicon Valley (and the Bay Area in general)  Is Back

*Courtesy of Andrew Nowinski.  Copyright 2012 Piper Jaffray. All rights reserved.


Woz had this to say about my colleague John Walker

June 25, 2012

John was the best operations person I ever knew or imagined. He had tight control over his focus no matter how tough the job. When things get busy, John remains even and calm and in control. He is the sort of person I would want to work with or for. He had high integrity and would never distort the truth or significance of his work. As an aside, he accomplished amazing things that were critical to Fusion-io’s success.” June 15, 2012

Steve WozniakChief Scientist, Fusion-io
worked with John W. at Fusion-io


Trust Your Data To These Guys!

March 31, 2012


IBD UPDATE: Data Storage Stocks Gain On Enterprise Demand

March 31, 2012

A prevailing trend has shown businesses placing data storage higher on their priority list. That’s helping drive results for EMC,NetApp (NTAP), Fusion-io (FIO),Western Digital (WDC) and other makers of hard drives and data storage systems.

Solid-state storage, which uses flash-type memory chips, is used in mobile phones and the iPad. Fusion-io and OCZ Technology (OCZ) make solid-state devices that plug directly into computer servers, speeding up the delivery of Web content. Fusion-io’s two biggest customers are Apple (AAPL) and Facebook (FB).

Read the entire article (click on the logo):


Oxen Group Rates FIO #3 Behind AAPL and EQIX

March 22, 2012

http://seekingalpha.com/article/451131-best-software-and-computer-services-stocks-part-2?source=yahoo