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TheStreet Open House

Fusion-io, Inc. Technology Update Conference (Transcript)

So with that, one last comment. We do have a gift bag for you as you leave. So don't forget we've uploaded some collateral material and all of that is available on our website. So if you miss it that will make it easy for you, so please grab those. With that, welcome and please roll the video.

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David Flynn

Thank you for coming out this morning to visit with Fusion-io and team and for our distinguished panel, and thank you those that are joining us by the webcast. It's a real pleasure to see many familiar faces and a number of faces that I don't recognize in the audience. That's about the best job of making our differentiation nice and concise. What I would like to do is to take that and talk about what it means in terms of view of the industry.

Now recently a vendor in the legacy storage world has presented a pyramid something like this, which I think helps detail the different places where you might deploy flash, where we will see flash deployed, where we are already seeing flash deployed. At the base of the pyramid is storage arrays that have flash in them to enhance their performance. Then there's all-flash arrays. There's appliances made of servers that have flash in them and then there's the flash within a server itself. So these are -- when we talk about how big is the market for flash and where will it be deployed, this is kind of in the enterprise, these are your options.

Now, this is a good pyramid. One of the things that is stated is that the closer you get to the applications, the more performance you get. In that point, we totally agree but here's where we start to diverge. If you look at what the implication is for the pyramid, this is really talking about market size or market opportunity for the flash technology. And implied is that the market opportunity in the storage array is larger. And also implied as the corollary is that flash in the server is most expensive and it's the fact that it's more expensive which makes it "a niche market" presumably.

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