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John Stamatopoulos  

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  • Fusion-io Gross Margins: You Ain't Seen Nothin' Yet [View article]
    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 | Likes Like |Link to Comment
  • Fusion-io: An Expensive Stock But Compelling Relative Value [View article]
    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 | Likes Like |Link to Comment
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