The San Jose Business Journal recently interviewed me regarding the flash memory space. Storage has become a critical bottleneck in today’s datacenter and the migration to flash memory is a huge tidal shift that represents a multi-billion dollar market opportunity. Fusion-IO (NYSE: FIO) has achieved a $2.5 Billion+ market cap as an early leader in the space, focusing mainly on server-side PCIe flash cards. Other companies are taking a complimentary approach focusing on flash memory arrays and appliances that solve the IO /latency bottleneck of hard disk drives (spinning disks), greatly accelerating the performance of business critical applications.
You can read the full interview here. Or visit the San Jose Business Journal site (premium access required) here.