Seeking Alpha

Buy the dip in Violin Memory says Wunderlich

  • Guilt by association could be driving down the shares of Violin Memory (VMEM -4.2%), suggests Wunderlich's Kaushik Roy, who believes investors are mistakenly selling because of Fusion-IO's FQ3 results on Wednesday (NMBL is being hit as well).
  • "[Fusion and Violin] both use flash memory but Fusion-IO is primarily a component provider and Violin is a systems provider. Comparing Violin with Fusion-IO is somewhat similar to comparing EMC with Seagate. EMC makes systems whereas Seagate makes components."
  • Roy reiterates his Buy rating on Violin and $6 price target.
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Comments (5)
  • sliman21
    , contributor
    Comments (328) | Send Message
     
    Does Violin have the systems companies want and the cash to stay in business?
    25 Apr, 03:51 PM Reply Like
  • pat45
    , contributor
    Comments (333) | Send Message
     
    Why would systems do well if components don't sell? What do their systems do? Also is fusion a supplier of violin?
    25 Apr, 04:40 PM Reply Like
  • johnretres
    , contributor
    Comments (3) | Send Message
     
    Lol, this Kaushik Roy is a joke. He is trying to Pump and dump VMEM! Don't listen. FIO is the best. I have been an engineer for over 35 years in Silicon Valley and I am very familiar with the products in this space. VMEM is trying to sell their entire PCIE card business because they cannot compete. They are going to do 20M in revenue and report a loss of 40M this quarter while FIO did 100M in revenue and announced new partnerships with MSFT and ORCL. Buy FIO, short VMEM and thank me later. Also, FIO makes "systems" that are much better than VMEM and NMBL. This Kaushik Roy needs a reality check. Apple, Facebook, Salseforce.com, JD.com, etc. wouldn't use FIO if they weren't the best.. Just think about it.. Do your research and don't be a bag holder!
    26 Apr, 10:31 AM Reply Like
  • johnretres
    , contributor
    Comments (3) | Send Message
     
    Lol, this Kaushik Roy is a joke. He is trying to Pump and dump VMEM! Don't listen. FIO is the best. VMEM is trying to sell their entire PCIE card business because they cannot compete. They are going to do 20M in revenue and report a loss of 40M this quarter while FIO did 100M in revenue and announced new partnerships with MSFT and ORCL. Buy FIO, short VMEM and thank me later. Also, FIO makes "systems" that are much better than VMEM and NMBL. This Kaushik Roy needs a reality check.
    26 Apr, 10:31 AM Reply Like
  • johnretres
    , contributor
    Comments (3) | Send Message
     
    http://bit.ly/1inPSvr
    26 Apr, 03:03 PM Reply Like
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