Is FIO a buy? - Seeking Alpha

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HEADLINES:

2 Possible Buyout Candidates In Tech
Bret Jensen • Wed, May 22 • 13 Comments
Risky Stocks In An Expensive Market
David Pinsen • Sun, May 19 • 10 Comments
Fusion-io: Short Squeeze, Or Short Candidate?
Ashraf Eassa • Fri, May 17 • 2 Comments
Insiders Sold Ahead Of Fusion-io's Major Selloff: Buy Or Sell At $14 A Share?
Christopher F. Davis • Fri, May 10 • 9 Comments
Technology Insights Research LLC, Fusion-io, Inc. - Special Call
Thu, May 9
Panic Selling In Fusion-io A Strong Buying Opportunity?
Christopher F. Davis • Thu, May 9 • 14 Comments
Fusion-io Announces Management Changes

PR Newswire (May 8, 2013)
2 Tech Stocks And 1 Car Dealer With Recent Intensive Insider Selling
Markus Aarnio • Thu, May 2 • 8 Comments
Fusion-io Appoints Pankaj Mehra as Chief Technology Officer

PR Newswire (May 1, 2013)
Reversion To The Mean With 3 Tech Earnings
Stone Fox Capital • Thu, Apr 25 • 5 Comments
Fusion-io Management Discusses Q3 2013 Results - Earnings Call Transcript
Wed, Apr 24
Fusion-io Acquires NexGen Storage

PR Newswire (Apr 24, 2013)
Billionaire Tepper's Top Long-Term Small-Cap Picks
Insider Monkey • Tue, Apr 23 • 1 Comment
Shorts Are Covering 4 Stocks Reporting This Week With History Of Upside
Kapitall • Mon, Apr 22 • 1 Comment
OCZ: Game Over!
Austin Craig • Sun, Apr 21 • 80 Comments
STEC: Stepping To The Sidelines On Continued Cash Burn, And Slim Recovery Prospects
Ashraf Eassa • Mon, Apr 1 • 17 Comments
Funds Are Buying 4 Stocks With A History Of Earnings Surprises And Strong Inventory Trends
Kapitall • Tue, Mar 26 • 1 Comment
Double Bottom In Fusion-io?
Stone Fox Capital • Tue, Mar 26 • 3 Comments
Positioning For A Pullback
Ted Stamas • Mon, Mar 25 • 21 Comments
The Blitz: Are These Stocks Presenting Upside?
Brian Nichols • Sun, Mar 24 • 19 Comments

Fusion-io: No Longer A High Flier, But Is The Long-Term Story Intact?
Ashraf Eassa • Thu, Feb 21 • 24 Comments
Modeling Out The Future In Fusion-io
Jett Dueitt • Tue, Dec 11, 2012 • 18 Comments

Fusion-io: Short Squeeze, Or Short Candidate?
Ashraf Eassa • Fri, May 17 • 2 Comments
Insiders Sold Ahead Of Fusion-io's Major Selloff: Buy Or Sell At $14 A Share?
Christopher F. Davis • Fri, May 10 • 9 Comments
Panic Selling In Fusion-io A Strong Buying Opportunity?
Christopher F. Davis • Thu, May 9 • 14 Comments
Double Bottom In Fusion-io?
Stone Fox Capital • Tue, Mar 26 • 3 Comments
Fusion-io: Opportunity Awaits
Infinity Group • Wed, Mar 20 • 11 Comments
Does Fusion-io Have A Sustainable Competitive Advantage?
Richard Ryskalczyk • Wed, Mar 6 • 15 Comments
Fusion-io: No Longer A High Flier, But Is The Long-Term Story Intact?
Ashraf Eassa • Thu, Feb 21 • 24 Comments
Fusion-io: Brace For Impact
Ashraf Eassa • Wed, Jan 30 • 19 Comments
Fusion-io: It's Time To Get Back In
Ashraf Eassa • Wed, Dec 26, 2012 • 15 Comments
Modeling Out The Future In Fusion-io
Jett Dueitt • Tue, Dec 11, 2012 • 18 Comments
Fusion-io: It's Not Just About Big Data, But About Fast Data
Ted Stamas • Thu, Nov 8, 2012 • 2 Comments
Fusion-io: Is It Time To Go Long This High Growth Enterprise Storage Play?
Ashraf Eassa • Mon, Nov 5, 2012 • 4 Comments
Fusion-io's Upcoming Earnings: Will Lightning Strike Twice?
Ashraf Eassa • Mon, Oct 22, 2012 • 4 Comments
Fusion-io: Solid Prospects, But The Catch-22 In Its Business Model Makes Takeover Speculation Unwarranted
Helix Investment Research • Fri, Oct 19, 2012 • 6 Comments
Fusion-io Gross Margins: You Ain't Seen Nothin' Yet
John Stamatopoulos • Mon, Oct 1, 2012 • 6 Comments
Fusion-io: An Expensive Stock But Compelling Relative Value
Stone Fox Capital • Wed, Sep 12, 2012 • 16 Comments
Fusion-io Launches A Moon Shot
Ted Stamas • Tue, Aug 14, 2012 • 7 Comments
Fusion-io - Strong Final Quarter And Very Strong Outlook
The Value Investor • Sat, Aug 11, 2012 • 2 Comments
Fusion-io's Upcoming Earnings Report: What You Should Know
Ashraf Eassa • Thu, Aug 2, 2012 • 13 Comments
Fusion-io Offers A Perfect Entry Point For Investors
John Mylant • Mon, Jul 9, 2012 • 8 Comments

2 Possible Buyout Candidates In Tech
Bret Jensen • Wed, May 22 • 13 Comments
Risky Stocks In An Expensive Market
David Pinsen • Sun, May 19 • 10 Comments
2 Tech Stocks And 1 Car Dealer With Recent Intensive Insider Selling
Markus Aarnio • Thu, May 2 • 8 Comments
Reversion To The Mean With 3 Tech Earnings
Stone Fox Capital • Thu, Apr 25 • 5 Comments
Billionaire Tepper's Top Long-Term Small-Cap Picks
Insider Monkey • Tue, Apr 23 • 1 Comment
Shorts Are Covering 4 Stocks Reporting This Week With History Of Upside
Kapitall • Mon, Apr 22 • 1 Comment
OCZ: Game Over!
Austin Craig • Sun, Apr 21 • 80 Comments
STEC: Stepping To The Sidelines On Continued Cash Burn, And Slim Recovery Prospects
Ashraf Eassa • Mon, Apr 1 • 17 Comments
Funds Are Buying 4 Stocks With A History Of Earnings Surprises And Strong Inventory Trends
Kapitall • Tue, Mar 26 • 1 Comment
Positioning For A Pullback
Ted Stamas • Mon, Mar 25 • 21 Comments
The Blitz: Are These Stocks Presenting Upside?
Brian Nichols • Sun, Mar 24 • 19 Comments
Hedge Funds Are Buying These 4 Oversold, Highly Shorted Stocks With Troubling Sales Trends
Kapitall • Wed, Feb 13 • 1 Comment
STEC: Trading Near Cash Value, 140% Upside Potential By 2014
Ashraf Eassa • Tue, Feb 12 • 36 Comments
A Dozen Disasters: Dive In Or Defer?
Alan Brochstein • Sun, Feb 10 • 27 Comments
VIX - Options Volatility And Market Sonar: Wednesday Recap
Erick McKitterick • Wed, Feb 6 • 4 Comments
OCZ: Stay Away Until The Smoke Clears
Ashraf Eassa • Mon, Feb 4 • 25 Comments
2 Stocks To Buy, 2 Stocks To Sell, Weekly Outlook (February 4-8, 2013)
The Oxen Group • Mon, Feb 4 • 14 Comments
OCZ: Doom And Gloom Or Buyout Candidate?
Austin Craig • Fri, Feb 1 • 34 Comments
VIX - Options Volatility And Market Sonar: Thursday Recap
Erick McKitterick • Thu, Jan 31 • 8 Comments
Hedge Funds Are Buying These 6 Stocks With A History Of Earnings Surprises
Kapitall • Wed, Jan 30

Technology Insights Research LLC, Fusion-io, Inc. - Special Call
Thu, May 9
Fusion-io Management Discusses Q3 2013 Results - Earnings Call Transcript
Wed, Apr 24
Fusion-io's Management Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)
Wed, Feb 27
Fusion-io, Inc. Presents at Goldman Sachs Technology & Internet Conference 2013, Feb-12-2013 02:40 PM
Wed, Feb 13
Fusion-io, Inc. Presents at Barclays Second Annual Big Data Conference, Feb-11-2013 07:45 AM
Mon, Feb 11
Fusion-io's CEO Discusses F2Q13 Results - Earnings Call Transcript
Wed, Jan 30 • 2 Comments
Fusion-io's CEO Discusses F1Q13 Results - Earnings Call Transcript
Wed, Oct 24, 2012
Fusion-io, Inc. Technology Update Conference (Transcript)
Tue, Aug 28, 2012
Fusion-io Management Discusses Q4 2012 Results - Earnings Call Transcript
Thu, Aug 9, 2012

Tech Stocks: AOL falls, but Facebook, Google, Apple rally

at MarketWatch.com (May 8, 2013)
Fusion-io Announces Management Changes

PR Newswire (May 8, 2013)
Fusion-io Appoints Pankaj Mehra as Chief Technology Officer

PR Newswire (May 1, 2013)
Earnings Watch: Updates, advisories and surprises

at MarketWatch.com (Apr 25, 2013)
Tech Stocks: Amazon leads tech stocks up ahead of results

at MarketWatch.com (Apr 25, 2013)
Fusion-io Acquires NexGen Storage

PR Newswire (Apr 24, 2013)
Big Data Takes Turn as Market Darling

at CNBC.com (Apr 15, 2013)
After-Hours Buzz: SONC, THO & More

at CNBC.com (Mar 25, 2013)
After-Hours Buzz: GRPN, JCP, LTD & More

at CNBC.com (Feb 27, 2013)
Earnings Watch: Updates, advisories and surprises

at MarketWatch.com (Jan 31, 2013)
Movers & Shakers: Thursday’s movers: Facebook down in volatile trade

at MarketWatch.com (Jan 31, 2013)
Tech Stocks: Facebook slips late; BlackBerry weighs techs

at MarketWatch.com (Jan 31, 2013)
The Ratings Game: Fusion-io hit on Apple, Facebook order delays

at MarketWatch.com (Jan 31, 2013)
Earnings Watch: Updates, advisories and surprises

at MarketWatch.com (Jan 30, 2013)
Fusion-io Reports 43% Year-Over-Year Revenue Growth in Fiscal Second Quarter 2013

PR Newswire (Jan 30, 2013)
Tech Stocks: Dell shares soar; Apple weighs on tech

at MarketWatch.com (Jan 14, 2013)
Tech Stocks: Fusion-io, Dell lead losses in tech; Google falls

at MarketWatch.com (Jan 8, 2013)
Movers & Shakers: Tuesday’s movers; Boeing’s dream becomes nightmare

at MarketWatch.com (Jan 8, 2013)
Top Tech Picks for 2013: Walter Price

at CNBC.com (Dec 11, 2012)
Earnings Watch: Updates, advisories and surprises

at MarketWatch.com (Oct 24, 2012)

FIO vs. ETF Alternatives

Company Description

Currently, there's no company description for FIO.

Sector: Technology

Industry: Data Storage Devices

Country: United States

All
| Earnings
| Dividends
| M&A
| On the move

Wednesday, May 22, 11:38 AM Fusion-io (FIO +0.4%) is the subject of renewed M&A speculation, as Bloomberg points to the record low in FIO's price-sales ratio while prospects remain intact, with sales projected to more than double through 2015 as more data centers use FIO’s flash-memory technology. "Any large hardware provider who has storage solutions could find value in them," an analyst says, particularly after the recent break in valuation. Comment! [Tech, M&A]
Tuesday, May 14, 6:37 PM Fusion-io's (FIO) leadership change was about positioning the company for international and (enterprise) customer base expansion, new CEO Shane Robison and other execs told Street analysts. The execs insist there's no strategy change (though Robison does say FIO is doing "too many things" at once), and suggest FIO wants to ramp sales spend to land major international clients, particularly for hyper-scale deployments like Apple and Facebook's. Demand visibility for new customers (Salesforce, Pandora, etc.) is said to be strong, and the company is prepping a 2H launch of new flash modules relying on 20nm NAND flash. (SiliconAngle report) (UBS upgrade) Comment! [Tech]
Tuesday, May 14, 9:13 AM Fusion-io (FIO) +4.8% on an upgrade to Buy from UBS' Steve Milunovich. Though concerned about the sustainability of Fusion-io's competitive edge, Milunovich thinks the recent selloff "overcompensates for near-term risks," particularly in light of a solid FQ3 report. Shares are still down 16% since Fusion-io announced CEO David Flynn and CMO Rick White are leaving. Comment! [Tech, On the Move]
Thursday, May 9, 2:53 PM Fusion-io (FIO +0.2%) isn't for sale, states new CEO Shane Robison as he tries to clear the air about the company's surprising management shakeup. The company has long been the subject of M&A speculation, with some of the reports more far-fetched than others. Robison suggests the shakeup is aimed at taking Fusion-io to the next level (read: growing its enterprise base), rather than the result of a strategy disagreement. Fusion-io has come to embrace a software-driven strategy over the last 12 months, something Robison appears to be on board with. (SiliconAngle report) 2 Comments [Tech, M&A]
Wednesday, May 8, 2:53 PM Fusion-io (FIO -22.7%) CEO David Flynn and CMO Rick White "were forced out by the board," a source tells SiliconAngle. "They were founders with immense control and the board didn’t like that ... This is a shock to employees." Meanwhile, Piper's Andrew Nowinski, a long-time FIO bull, is worried the company could lose Facebook as a client, given the relationship has depended on management ties. Nonetheless, he calls the shakeup "a necessary step needed to drive further penetration of the enterprise market." New CEO Shane Robison is being praised for his enterprise chops, and criticized for his role in a string of failed H-P acquisitions. 1 Comment [Tech]
Wednesday, May 8, 12:53 PM Midday top 10 gainers: TRMD +68%. SYNM +35%. AFFY +35%. ALXA +25%. CSPI +21%. PSE +21%. NBG +20%. WBMD +18%. SCOK +17%. EA +16%.
Midday top 10 losers: FIO -25%. OCLR -23%. LIOX -18%. VCLK -17%. AXLL -16%. OCLS -15%. BTH -15%. SALM -13%. ACFC -12%. SNTA -12%. Comment! [On the Move]
Wednesday, May 8, 9:17 AM Premarket gainers: ALXA +51%. PSE +19%. LEDR +16%. NBG +11%. WFM +8%. EA +6%. PRTS +6%. SFUN +6%. CTSH +5%.
Losers: FIO -22%. VCLK -19%. OCLR -19%. AXLL -9%. CIE -7%. CHRW -7%. SODA -6%. DDD -6%. SYMC -5%. Z -5%. VVUS -5%. Comment! [On the Move]
Wednesday, May 8, 9:11 AM Fusion-io (FIO) -17.6% after announcing CEO David Flynn has resigned to "pursue entrepreneurial investing activities," and that CMO Rick White is joining him; both will maintain advisory roles for the next 12 months. Director and former H-P chief strategy officer/CTO Shane Robison, recently made a fall guy for the Autonomy acquisition by Meg Whitman, has been hired to be the company's new CEO. Fusion-io, which announced a CTO change only last week, is reaffirming its FQ4 guidance. 11 Comments [Tech, On the Move]
Thursday, May 2, 12:46 PM Micron (MU -0.2%) is down slightly on an up day for tech after receiving a downgrade to Underperform by CLSA. The downgrade comes as Micron advances its enterprise ambitions by announcing a new PCI-Express flash module for servers and storage gear - like SanDisk (SNDK), Micron is counting on its ability to obtain NAND flash at cost to help stand out in a crowded market featuring Fusion-io (FIO), STEC, Intel, and Marvell, among others. Yesterday, Morgan Stanley reiterated an Overweight on Micron and SanDisk, arguing investment plans and equipment order activity indicate NAND capacity will remain tight in 2013. 4 Comments [Tech]
Wednesday, May 1, 9:36 AM Fusion-io (FIO -0.1%) hires Pankaj Mehra, a former H-P distinguished technologist who helped develop persistent memory in his Compaq days, to be its new CTO. He replaces Neil Carson, who will now be Fusion-io's Asia-Pac CTO and VP. (PR) Comment! [Tech]
Thursday, April 25, 9:12 AM Premarket gainers: MPG +23%. INFN +19%. AKAM +17%. FIO +16%. CLF +8%. YNDX +7%. NXST +7%. NOW +7%. CAB +6%. CAKE +6%.
Losers: XIDE -15%. WHX -14%. INTU -13%. ZNGA -9%. MLNX -8%. AVEO -7%. CTXS -7%. 1 Comment [On the Move]
Wednesday, April 24, 5:52 PM After-hours top gainers, as of 5:15 p.m.: AKAM +16%. FIO +12%. AVG +10%. ANGI +8%. BYI +6%.
After-hours top losers: SUPN -14%. CTXS -12%. EQIX -11%. INTU -10%. ZNGA -8%. Comment! [On the Move]
Wednesday, April 24, 5:24 PM Fusion-io (FIO) is now up 10.9% AH following its FQ3 beat and strong FQ4 guidance. FQ3 gross margin was 59.9%, near the high end of a guidance range of 58%-60%; it's expected to drop in FQ4 to 56%-58%. The NexGen acquisition takes Fusion-io into the market for standalone storage gear, and does so in a surprising way, given the startup's products package Fusion-io's flash modules and software with standard hard drives. It's worth noting NexGen's products are aimed at SMBs - thus far, Fusion-io's modules have largely been sold to enterprises and major Internet services firms. (PR) Comment! [Tech, Earnings, On the Move, M&A]
Wednesday, April 24, 4:17 PM Fusion-io (FIO): FQ3 EPS of -$0.03 beats by $0.04. Revenue of $87.7M (-7% Y/Y) beats by $7.2M. Expects FQ4 revenue of $110M, above $107.3M consensus. Company is acquiring hybrid flash memory/hard drive storage vendor NexGen Storage for $119M. Shares +0.7% AH. (PR) 1 Comment [Tech, Earnings, Breaking News, M&A]
Wednesday, April 24, 12:10 AM Notable earnings after Wednesday’s close: AFL, AIZ, AKAM, ANGI, ARII, ARRS, ASGN, AVG, BAS, BDN, CAKE, CCI, CDNS, CLF, CLGX, CMO, CMRE, COG, CROX, CTXS, DRE, DRWI, EFX, EQIX, FFIV, FIO, FLS, GGG, INFN, ISIL, ITMN, JAH, KEX, LOGI, LPS, LRCX, LSI, MLNX, NEU, NOW, OIS, ORLY, OTEX, PDH, PMTC, QCOM, RJF, RYL, SCI, SKX, SRCL, SUSQ, SYK, TAL, TER, TEX, TQNT, TSCO, TWI, VAR, WCN, WDC, WLL, XLNX, XNPT, ZNGA 1 Comment [Earnings]
Tuesday, April 23, 5:35 PM Notable earnings after Wednesday’s close: AFL, AIZ, AKAM, ANGI, ARII, ARRS, ASGN, AVG, BAS, BDN, CAKE, CCI, CDNS, CLF, CLGX, CMO, CMRE, COG, CROX, CTXS, DRE, DRWI, EFX, EQIX, FFIV, FIO, FLS, GGG, INFN, ISIL, ITMN, JAH, KEX, LOGI, LPS, LRCX, LSI, MLNX, NEU, NOW, OIS, ORLY, OTEX, PDH, PMTC, QCOM, RJF, RYL, SCI, SKX, SRCL, SUSQ, SYK, TAL, TER, TEX, TQNT, TSCO, TWI, VAR, WCN, WDC, WLL, XLNX, XNPT, ZNGA Comment! [Earnings]

AndrewChristensen
Often tempted to go long on $FIO, I'm just too uncertain. I like their product but what's the management doing with it?
May 17, 4:35 PM
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det9
$IBM considering buying $FIO. Today's rumor..
May 17, 10:28 AM
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Christopher F. Davis
$FIO to be bought buy $INTC ? Ive heard things. Dont know if for sale but would be bargain
May 9, 12:29 PM
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Bigdaddio45
$FIO Easy buy - stock way over-reacted. Founders often leave companies in the hands of someone who can best manage some new environment.
May 8, 3:28 PM
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TruffelPig
Wow, $FIO blowing up.......lucky I covered mu sold puts......was going to do it again but waiting for entry.....
May 8, 9:25 AM
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TruffelPig: Very fishy, not touching this again.
May 8, 9:47 AM
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Ashraf Eassa: Yeah. I'll write an update on my views soon now that I've got some time to really write some ideas.
May 12, 1:48 AM
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det9
$FIO off 25%. Anybody buying?
May 8, 9:21 AM
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det9: PC: Nope. Sold before earnings for profit. Put a bid @ 12.75. Did not drop that far..
May 8, 2:45 PM
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trendsensor: I bought $FIO @13.42 but sold to early @14.03 still good profit
May 8, 5:12 PM
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Chines33
I have traded lightly this week so far in anticipation for the next 2 days. Scalped some $FIO long Gain this morning not much else.
Apr 30, 5:38 PM
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Chines33
$FIO big winner of lows today. Yesterday large large sept 24 calls being bought.
Apr 26, 5:41 PM
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inandoutnevertoolate: So much for it being in danger of being cut in half this yeah, huh. Just kidding good trade. :)
Apr 26, 7:50 PM
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Chines33
Beauty rip from $FIO
Apr 26, 11:23 AM
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Chines33
Selling 3/4ths $FIO 19.05
Apr 26, 10:07 AM
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LATEST REPLIES

TruffelPig
Wow, $FIO blowing up.......lucky I covered mu sold puts......was going to do it again but waiting for entry.....
May 8, 9:25 AM
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TruffelPig: Very fishy, not touching this again.
May 8, 9:47 AM
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Ashraf Eassa: Yeah. I'll write an update on my views soon now that I've got some time to really write some ideas.
May 12, 1:48 AM
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det9
$FIO off 25%. Anybody buying?
May 8, 9:21 AM
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det9: PC: Nope. Sold before earnings for profit. Put a bid @ 12.75. Did not drop that far..
May 8, 2:45 PM
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trendsensor: I bought $FIO @13.42 but sold to early @14.03 still good profit
May 8, 5:12 PM
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Chines33
$FIO big winner of lows today. Yesterday large large sept 24 calls being bought.
Apr 26, 5:41 PM
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inandoutnevertoolate: So much for it being in danger of being cut in half this yeah, huh. Just kidding good trade. :)
Apr 26, 7:50 PM
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Noodlez
$FIO looked good in AH. a little disappointing it didn't rise by +20%.
Apr 25, 4:14 AM
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Rubenov: Sarcasm?
Apr 25, 6:26 AM
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Noodlez: Not at all. I planned to play the earnings and I'm pleased to see my assumptions were right.
Apr 25, 6:54 AM
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inandoutnevertoolate
Maybe time to short $FIO 18 after hours probably settle around 17 tomorrow.
Apr 24, 4:30 PM
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inandoutnevertoolate: was going to short at 18.80 after selling my shares. Now I'll just walk with my profits. Best to Det9.
Apr 24, 4:42 PM
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mman: Guidance is pretty good, also a good possibility of $IBM buyout, i suppose. So it's better to get long on pullback I suppose
Apr 24, 5:58 PM
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det9
$FIO buy rating
Apr 18, 9:20 AM
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det9: Sold half @ 15.25. My average cost basis is 15.28. After $CRUS disaster do not want too much risk here...
Apr 18, 9:24 AM
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Valuable Insights
Bought some more $FIO puts. Rapidly commoditizing business with market cap over $1 billion, insider selling...next $STEC or $OCZ ?
Apr 12, 10:28 AM
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mman: Beware, there were news that Apple is almost completed it's Nevada DataCenter.
Apr 17, 8:36 AM
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Valuable Insights
Working on 2 articles, big upside to each. Would write more, but not enough time - $FIO is a short. Loving $IMOS, ain't seen nothin' yet.
Apr 10, 4:17 PM
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IanJC: Your articles are excellent. Are there any books you would recommend to a new investor that reflect your investment thesis?
Apr 10, 11:17 PM
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James Yardley: Looking forward to them love your articles.
Apr 11, 7:35 AM
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det9
Will hold $FIO through earnings. Fireworks either way.
Apr 8, 1:43 PM
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mman: When will earnings be released?
Apr 8, 3:25 PM
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inandoutnevertoolate: supposed to be April 23rd for $FIO and the 29th for $RVBD
Apr 8, 3:35 PM
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Ashraf Eassa
Got assigned $FIO shares @ $18, but effective cost ~$17.20ish.
Feb 17, 9:27 PM
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det9: You still holding $FIO ? I think it has good upside in a quarter or so.
Mar 22, 12:02 PM
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det9: What is the plan here for $FIO Ashraf ?
Apr 8, 1:57 PM
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Austin Craig
$OCZ, $FIO, $STEC, $MU -- A new article casts a semi positive but realistic view on OCZ http://seekingalpha.com/a/q8xj
Feb 26, 11:34 AM
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Austin Craig: I like MU as well and I think they will be one of the power players in the SDD market. I've not glanced at the financials in a bit
Feb 26, 1:21 PM
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Austin Craig: But I would like to own MU.
Feb 26, 1:21 PM
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Ashraf Eassa
$FIO article finally out on Pro platform. http://seekingalpha.com/a/pubz
Feb 20, 7:45 AM
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Ashraf Eassa: It will be available for free tomorrow!
Feb 20, 2:26 PM
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medzjohn: FIO CFO, CIO sold a week ago. Not too encouraging.
Feb 22, 3:51 PM
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Rhinoish
Trying to decide my entry point for $FIO so hard to decide on a bottom.
Feb 17, 4:33 PM
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Rhinoish: they need to start playing with revenue recognition the way $CRM does to prevent $APPL/$FB from swinging their earnings
Feb 17, 4:39 PM
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Ashraf Eassa
Looks like someone is getting assigned some $FIO shares.
Feb 14, 1:31 PM
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TruffelPig: Lol. I still have until March.
Feb 14, 1:50 PM
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Ashraf Eassa
Well, $QCOM is a win for me, but $FIO short puts are a massive loser. Guess it all balances out, right?
Jan 30, 4:59 PM
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SKS1586: QCOM is win for me too. FIO - Holding a LEAP position & therefore will wait for turnaround.
Jan 31, 5:55 PM
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PeterT: QCOM is to test the $64 gap.
Feb 13, 10:18 PM
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FIO Fusion-io, Inc.

FIO

Fusion-io, Inc.