The following video is part of our "Motley Fool Conversations" series, in which Motley Fool senior technology analyst Eric Bleeker and Chief Technology Officer Jeremy Phillips discuss emerging trends in technology.

In today's edition, Jeremy and Eric talk about two technology stocks suffering from the sectorwide sell-off that could bounce back strongly if the IT spending environment holds up better than expected. In particular, they take a look at Fusion-io -- a recent IPO that dominates a valuable niche of storage and has strong growth potential, but is off 50% from its 52-week highs.