Hi, Sankar, Paril, and all:
Thank you very much for your information.
From Sankar, "SMCI 401(k) Plan put (all?) its money (7.3%) on SMCI stock after the drop."
I have checked BLLOMBERG and found that the majority, if not all, of the highest-level officers of SMCI, including the CEO, have been selling SMCI shares every Q since the beginning of the last year. Consequently, they hold either zero or negligible amount of shares. In contrast, AZPN's CEO holds nearly one million company shares (he is the founder); its president also hold several hundred thousand shares. Any comments?
Also, I'd like to mention that I'm very sure that SMCI and AZPN are direct competitors. See
aspentec.com
aspentec.com
In fact, AZPN is trying hard to grab the market shares of refineries, which are SMCI's major customers; see
aspentech.com
Happy investing!
Gangyi |
