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.
Piper Jaffray analyst Andrew Nowinski thinks that Apple could overtake Facebook as Fusion-io's largest customer as the company builds out its iCloud. Fusion-io's products use a combination of flash memory and virtualization software to improve server utilization, which improves performance and reduces costs. It's interesting, however, that Apple and Facebook are now using Fusion-io's products to improve storage capacity as well. That means that Fusion-io's prospects could possibly be tied to data growth, which we know is increasing tremendously.
If you're one of the thousands of investors riding Apple to spectacular gains, you're doing yourself a disservice by not looking at the variety of companies benefiting from the same trends that make Apple the most valuable company in the world. The Motley Fool has released a free report on mobile called "The Next Trillion-Dollar Revolution" that details a hidden component play inside mobile phones that also is a leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.
At the time thisarticle was published David Meierowns shares of Apple.John Reevesowns shares of Apple. The Motley Fool owns shares of Apple, Facebook, Fusion-io, Intel, and Microsoft.Motley Fool newsletter services recommendApple, Intel, and Microsoft. Try any of our Foolish newsletter servicesfree for 30 days. We Fools may not all hold the same opinions, but we all believe thatconsidering a diverse range of insightsmakes us better investors. The Motley Fool has adisclosure policy.
Copyright © 1995 - 2012 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.