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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