Ashraf Eassa
Long/short equity, contrarian, independent research, tech

Fusion-io: No Longer A High Flier, But Is The Long-Term Story Intact?

Fusion-io (NYSE:FIO) became a Wall Street momentum darling following its IPO in 2011. The company, whose primary business is the development of very high bandwidth/low latency PCIe flash storage acceleration solutions, seemed to be at the right place at the right time. As server microprocessors have become faster, the storage bottlenecks that traditional hard disk drives impose have simply proven to be unacceptable in the modern data-center. That's why flash solutions have become increasingly necessary.

Enter The Need For Flash

A traditional hard disk drive is composed of a set of magnetic platters and electromechanical heads. In order for a particular piece of data to be accessed, the head moves up/down to place itself on the correct "track"...

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