Growth Investing Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Growth Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: JakeStraw	3/2/2012 3:57:28 PM
	of 325

Fusion-IO Jumps 7%: Morgan Stanley Restarts at Buy blogs.barrons.com Morgan Stanley’s Katy Huberty reinstated coverage of the stock with an Overweight rating, writing that its overall market for “enterprise flash [storage equipment]” could rise from $2 billion at present to $20 billion “over time.” Fusion’s key advantage is software, she writes, and competitors’ wares lack “full integration with data center ecosystems.” Huberty likes the acquisition of ioTurbine, which Fusion bought last summer, as its software for caching data in virtual machines will get the company into “large opportunities in virtualized environments.” “Over half of FIO’s customers are using its products for persistent storage in scale-out environments,” observes Huberty, “which demonstrates the trust and deep customer relationships FIO built over the last several years.”

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next