Sometimes being tiny helps. In a quarter where much larger storage players such as IBM (NYSE:IBM) and EMC (NYSE:EMC) struggled to grow, Fusion-io (NYSE:FIO)
kept the growth momentum going. While being small and having a limited
customer base is usually cited as a bad thing, it probably worked in
Fusion-io's favor, as those customers continue to see demanding storage
needs. Although there's a risk that this more expensive approach to
storage will smack into an even tougher macro environment for 2013, the
growth potential here remains considerable.