The TMS purchase may also have broader implications for the storage industry, according to Sterne Agee analyst Alex Kurtz, who says that it could prompt rivals to open their wallets. Specifically, the analyst will be keeping his eye on storage giant EMC (EMC - Get Report) which has been touting its VFCache technology as a way to place flash in servers via a PCIe card.
"We believe EMC may have to begin to consider acquiring Fusion-io if its effort with VFCache doesn't materialize in the first half of 2013," explained Kurtz, in a note. " NetApp's (NTAP - Get Report) upcoming partnership with Fusion-io may also act as an accelerant to EMC considering Fusion-io if that joint product development generates traction as well."
Flash specialist Fusion-io, which reported stellar fourth-quarter results last week, has already carved out a lucrative niche in corporate data centers. The Utah-based company counts Apple (AAPL) and Facebook (FB) amongst its customers, and also boasts Apple co-founder Steve Wozniak as its chief scientist.
Endpoint Technologies' Kay would not rule out the possibility of an EMC/Fusion-io deal, noting that valuations are attractive at the moment. "For
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