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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