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.

Fusion-io reported 40% revenue growth last week, but guidance for next quarter was expected to be flat sequentially. Since investors had high expectations for growth, this might be a problem. David likes that management continues to see growing demand for its products, especially from customers like Apple, Facebook, and Pandora. David ultimately likes the company's momentum, and thinks it has what it takes to be successful over the long term.

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David Meier owns shares of Apple. John Reeves owns shares of Apple. The Motley Fool owns shares of Apple, EMC, and Fusion-io and has the following options: short Jan. 2013 $150.00 calls on salesforce.com and long Jan. 2013 $150.00 puts on salesforce.com. Motley Fool newsletter services recommend Apple and salesforce.com. 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.