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.
John and David look for solid companies in strong trends for their real-money portfolio. With that in mind, here are three reasons to buy Fusion-io. The big trend is that solid-state memory costs continue to fall on a cost-per-gigabyte basis. That makes SSDs very attractive alternative to traditional storage products from Seagate or Western Digital as a result of the increased performance. The second reason to buy is that Fusion-io has a first-mover advantage. And it’s using that advantage to sell product to server makers such as Cisco and Hewlett-Packard. The last reason is that Fusion-io isn't resting on its laurels. It continues to reinvest capital in R&D to create new products for its markets. Fusion-io has been gaining momentum lately, following a rough patch. That business momentum should continue over the next few years and the stock price should follow.
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