June 25, 2012
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.
Violin Memory VP Narayan Venkat thinks solid-state memory is the biggest trend in computing today. David thinks he's right. As solid-state or flash memory comes down in price, it is pushing hard-drive-based systems into the background. And that’s because the technology has better performance. That's also why companies like Facebook and Apple are filling their data centers with it and why disk-drive makers like Seagate and Western-Digital need to be very worried. David thinks the best way to play the trend is not to invest in the producers, but to invest in the innovators and the users of the technology. That’s why John and David bought Fusion-io for their 10-bagger portfolio. Fusion-io has technology that helps servers crunch the massive amounts of data moving around the Internet more efficiently. It's a company worth buying today, since it has a very bright future.
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