Silicom Ltd (SILCF) Message Board

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Technology Stocks : Silicom Ltd (SILCF)

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To: midastouch017 who wrote (100)	10/30/2007 1:42:37 PM
From: X-Ray Man	of 120

SILC has made a recent drawback on price, but with no clear negative news. Recently reported growth year-over-year supported the recent multiple if not a greater one. SILC's outlook going forward was optimistic. Hence, the only explanation I can see for the recent price drop is the possible exit of an institutional investor looking to take profit from prior run-up. Is there anything that I am missing here? Is the price drawback a buying opportunity for a company that is still in a growth mode? Is the balance sheet as solid as it appears, with about half of the stock value currently backed up with cash or investment assets? I have taken a small position, but I am considering adding more.

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