Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 189.20

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10:36 AM EST

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To: y2kate who wrote (17558)	12/9/2023 11:21:37 AM
From: Elroy	Read Replies (1) of 26851

Hence my recent obsession over SMCI. That sounds hard to swallow. I think SMCI is the number five server maker in terms of market share, behind HP Enterprises, Oracle (bought Sun Micro) and two others, not exactly sure who they are, perhaps a Japanese company, perhaps IBM. Why would the number five market share server maker be a long term buy and hold, like for years and years and years? What is it that makes them special compared to say - HP Enterprises?

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