Internet 3.0 and Fusion-IO’s place in it

Here’s an analyst note I read yesterday about a trend that our little ol’ Fusion-IO is helping to create from scratch before our eyes:

IT Hardware : Quick Thoughts: All-Flash Arrays Appear on Path Toward Mainstream Adoption. Our Quick Thoughts series distills salient company-specific or secular dynamics into a quick read. In this report, we discuss the prospects of all-flash arrays gaining traction in enterprise environments. We think the outlook is favorable. With flash-based solutions, a de facto standard has yet to emerge, and we do not expect one anytime soon. The key difference between all-flash arrays and the other approaches, however, is that the array operates independently of any host system. Our research indicates that all-flash arrays have evolved into more than fast I/O performance, boasting enterprise-class attributes of high performance, availability, and fault tolerance. As a result, we think that 1) storage vendors will incorporate such offerings into their product portfolios and 2) HDD vendors could face dampened growth prospects.

You can read more about this technology and Fusion-IO’s place in it here:

Fusion-io flies into flash SAN space

Fusion-io Steps Into the Flash Array Market with ioN

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flash arrayWith performance improvements of 10-25x over the old-fashioned Hard-drive data storage systems, these flash technologies are primed for the the Internet 3.0. I don’t know whether this stock can keep its rally going without a pullback at some point, but in the meantime, I’m holding onto my good-sized position in this name and the call options I have in it give me lots of leverage to the upside should this impressive stock run continue.