Fusion-IO (FIO)

[George the Greek]

A competitive threat?

NVM Express Organization - looks like it is intent on an open specification, interface, controllers by the big boys
leading to commodity SSD storage over PCIe.

Thus, a potential competitive threat to FIO.
Any comments from a storage industry person on the magnitude of this threat?

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http://www.eetimes.com/document.asp?doc_id=1321609&_mc=RSS_EET_EDT&cid=NL_EET_Daily_20140325&elq=c5242f7a705540a18b369943370dee65&elqCampaignId=16143

Overview: NVM Express is an optimized, high performance, scalable host controller interface with a streamlined register interface and command set designed for Enterprise, Datacenter, and Client systems that use PCIe SSDs.

Why: NVM Express is architected from the ground up for Non-Volatile Memory (NVM). NVM Express significantly improves both random and sequential performance by reducing latency, enabling high levels of parallelism, and streamlining the command set while providing support for security, end-to-end data protection, and other Client and Enterprise features users need. NVM Express provides a standards-based approach enabling broad ecosystem adoption and PCIe SSD interoperability.

Who: The NVM Express Work Group is directed by a multi-member Promoter Group of companies that includes Cisco, Dell, EMC, HGST, Intel, LSI Corporation, Micron, NetApp, Oracle, PMC-Sierra, Samsung, SanDisk and Seagate.

http://www.nvmexpress.org/