NEW YORK (TheStreet) -- In the ever-changing world of "big data," a market currently dominated by IBM (IBM) and EMC (EMC), here comes Fusion-IO (FIO), a relatively unknown company that is starting to disrupt the way enterprises think about storage and analytics.While I do believe the company has incredible growth potential, I worry that macro headwinds may soon add some restraint to the incredibly high expectations its current valuation presumes. While the company deserves credit for having avoided these setbacks up to this point, I think it is prudent for investors to wonder how much longer that can last.
How long it will be before the bigger rivals figure out a way to eat away at Fusion-IO margins? Evidence suggests the company has also wondered about this. To that end, it has forged partnerships with Cisco ( CSCO) and NetApp ( NTAP), hoping they will help produce the level of revenue needed to keep the growth momentum going.