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View John Stamatopoulos' Comments
Fusion-io Gross Margins: You Ain't Seen Nothin' Yet
Gross Margins came in above 58% as expected.
Longer term I see the following factors improving margins;
-automation of manufacturing operations: this involves improving the automation and testing to allow them to better meet customer demand without trading off core v strategic orders.
-Software revenues, ION, IO Turbine and VSL.
-Nand Flash relationships
Its too early to tell when these factors will lead to margin expansion above 58%, I will keep an eye on this. Will also need to keep an eye on VMW as potential competition, although so far FIO is in front.
Oct 28, 2012. 11:05 PM
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Fusion-io: An Expensive Stock But Compelling Relative Value
Please don't compare fio and ocz. Ocz doesn't compete in the enterprise market. Would aapl and fb trust anyone else for their mission critical data - no chance. So to be clear fusion-io leads the enterprise market and receives no competition from the consumer grade provider ocz. Furthermore if you did your homework you would realize fio is a software company, and the software allows them to provide a system sale... Please also don't compare fio gross margins of 56-58% with ocz consumer margins..
Sep 14, 2012. 04:16 AM
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