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Fusion-io : In The David Vs. Goliath Battle Of Storage, David Is Winning

Fusion-io (NYSE:FIO) is a forgotten company with an innovative and game changing technology that competes with some of the largest blue chip tech names. Here is our introduction into their business model, their strengths, and the new buying opportunity that exists for FIO. Investors have failed to realize value in this company and shares were crushed after hours Wednesday as higher marketing costs and the absorption of employees from a recent acquisition led to a narrow miss on earnings. Management also gave very conservative guidance going forward, which will be discussed in more detail. We believe that this conservative guidance led to an overreaction by investors, creating a strong buying opportunity in shares of FIO. The company now...

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