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As Fusion-io (FIO +1.7%) trades higher a day after soaring on news of IBM's purchase of rival...

As Fusion-io (FIO +1.7%) trades higher a day after soaring on news of IBM's purchase of rival Texas Memory, Arik Hesseldahl points out one of the major challenges an acquirer would face: Fusion-io depends on OEM deals with top server/storage vendors, and if one of these firms (or an independent storage firm such as EMC or NetApp) was to acquire it, a lot of those deals could unravel. On the flip side, an acquisition would allow an acquirer to cross-sell a high-margin product often accompanied by lucrative software/maintenance revenue streams.
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