Out Fox The $treet

Small-Cap Insight Plenty of opportunity exists for Fusion-io ( FIO ) to be a major winner, but the company must improve execution. The potential to replace hard disk drives (HDDs) with flash-storage is enormous, but the company continues to spend too much on attracting new customers to generate much in the way of profits. Fusion-io aims to deliver the world's data faster via platform and defined storage solutions that accelerate virtualization, databases, cloud computing, big data and performance applications. It has long been primarily focused on Apple and Facebook as customers, but it has spent the last year transitioning to more enterprise and other hyperscale customers for diversification. Has the company finally reached the next growth phase that will push the stock higher? Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Anybody that has invested in Fusion-io  (NYSE: FIO ) since the IPO back in 2011 probably has given up on catalysts for a rebound. The stock originally plunged as top customers Apple and Facebook supposedly reduced spending for the short-term, yet it has now led to the founders leaving the company, further questioning its growth potential. The leader of server-side flash storage has seen a lack of growth in the two more » Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

This enterprise storage maker continues to struggle as major customers pulled back on short-term orders to end 2012. This caused the stock of Fusion-io ( FIO ) to crater back to all-time lows below $16. The company is a leader in delivering storage solutions that accelerate virtualization, databases, cloud computing, and big data. It is a play on the trend of storage conversion from hard disk drives to solid state drives (SSDs) or flash memory. SSDs have advantages that include immediate start-up, energy efficiency, faster, and no movable parts making them less breakable. The sector is one of the fastest growing around, but the leading public companies continue to struggle with all of the stocks trading near lows. Both OCZ Technology Group ( OCZ ) and STEC ( STEC ) have had issues either with past executives or financial reporting. Read the full article at Seeking Alpha. Disclosure: Long AAPL and short FB. Please review the disclaimer page for more details. ...

Back in February, OCZ Technology (OCZ) did a secondary at $9 to raise $110M. The company had recently faced low cash balances so analysts and investors a like were concerned about the need to raise funds. The company was always clear about the need to raise major funds would only occur if it signed a major customer. Fast forward to the Q412 earnings report last night and the company guided to nearly $700M in revenue for fiscal 2013 compared to estimates around $513M. Based on that, one would think the stock has now soared way beyond the secondary price.  Well that person would be mistaken. The stock has now plunged 50% from the highs around $10 shortly after the secondary while all but confirming a deal with the much speculated Facebook (FB) .  The company clearly stated in the conference call that it had a deal with a leading social media company not to mention numerous other data center customers. No to mention that Yahoo (YHOO) had forecasted a 3x increase in ...

Though Fusion-io (FIO) reported earnings that slightly beat estimates and revenue that handily beat estimates, the stock sold off 13% after hours. With 170% year-over-year revenue growth, the report made clear that the move to flash memory storage was gaining steam. Fusion-io provided revenue guidance for the next quarter that easily surpassed the Capital IQ analyst consensus, but that might also be weighing on the stock as investors tend to prefer more growth than basically flat sequential guidance. Read full article at Seeking Alpha. Disclosure: Long OCZ. Please review the disclaimer page for more details.