Storage management expert Fusion-io
CEO David Flynn is not one to mince words. Where other leaders might just celebrate rampant growth, Flynn turned his eye to the future right away: "We believe we are still in the early stages of demonstrating the transformative potential of software defined storage solutions that deliver greater performance and efficiency for customers at a fraction of the cost of legacy systems," he said. In plain English, he sees explosive growth ahead for more efficient data management systems.
The company is getting by with a little help from its friends. Leading system builders Hewlett-Packard
Flynn expects the collaborative party to continue. Sales are projected to grow as much as 50% again in 2013 with stable margins and modest share dilution.
Fusion-io has kept pace with the general market in 2012 through a series of wild price swings. The company plays an increasingly important role in the big-data trend and should be able to climb dramatically from here. In fact, I'm so convinced of a bright future for this stock that I just opened a bullish CAPScall on Fusion-io -- today's price jump notwithstanding. Fools don't play the market-timing game, you know.
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Fool contributor Anders Bylund holds no position in any of the companies mentioned. Check out Anders' holdings and bio, or follow him on Twitter and Google+. The Motley Fool owns shares of Fusion-io, International Business Machines, and Cisco Systems. Motley Fool newsletter services have recommended creating a synthetic long position in International Business Machines. The Motley Fool has a disclosure policy, securely stored in multiple copies across several server farms. We Fools may not all hold the same opinion, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days.