Fusion-io's iCloud Opportunity

The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

Piper Jaffray analyst Andrew Nowinski thinks that Apple could overtake Facebook as Fusion-io's largest customer as the company builds out its iCloud. Fusion-io's products use a combination of flash memory and virtualization software to improve server utilization, which improves performance and reduces costs. It's interesting, however, that Apple and Facebook are now using Fusion-io's products to improve storage capacity as well. That means that Fusion-io's prospects could possibly be tied to data growth, which we know is increasing tremendously.

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David Meier owns shares of Apple. John Reeves owns shares of Apple. The Motley Fool owns shares of Apple, Facebook, Fusion-io, Intel, and Microsoft. Motley Fool newsletter services recommend Apple, Intel, and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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