Fusion-io (FIO) +1.7% after SA's Helix Investment makes a bull case, albeit while doubting it...


Fusion-io (FIO) +1.7% after SA's Helix Investment makes a bull case, albeit while doubting it will be acquired by an OEM partner due to the fact a deal would disrupt other partnerships. Helix notes the early success of Fusion-io's ION software platform for building flash storage systems based on its hardware, and also the popularity of its ioTurbine caching software (previous) in virtualization deployments. It also holds out some hope Intel, which isn't burdened by OEM conflicts, will consider a bid.

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