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

Violin Memory Looks Like A Short

"Insanity: Doing the same thing over and over again and expecting different results" - Albert Einstein

The growth of high speed flash memory solutions across both client and server-side computing is a clear secular trend. Flash memory offers significant performance and power consumption benefits over traditional hard disk drives, which in data-center applications serves to drive total cost of ownership benefits on the part of the datacenter operators.

While the major names levered to the production and sale of NAND flash such as Micron (NASDAQ:MU), SanDisk (SNDK) have benefited from this trend, standalone and fabless flash solution players such as Fusion-io (NYSE:FIO), sTec (NASDAQ:STEC), and OCZ (NASDAQ:OCZ) have been utter...

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