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Non-Tech : Kirk's Market Thoughts
COHR 191.00-0.1%2:41 PM EST
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To: y2kate who wrote (17565)12/9/2023 3:40:54 PM
From: Elroy1 Recommendation

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Kirk ©

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I think the R2K is entering a bull cycle

R2K?

The trailing PE ratio is 23.99 and the forward PE ratio is 13.66.

For a server maker, that sound expensive.

I don't know much about servers, but the space hasn't been exciting for decades. It was a growth space in the 1980's and maybe sorta OK in the 1990's.

I would wonder why other server makers can't do the same thing as SMCI, at 10% lower sales price, and voila, price competition ruins the whole story, as SMCI matches the lower price rather than losing it's segment share, and the competitor again lowers it's sales price because they, you know, invested all this money to be in this segment, so they gotta move some servers.

I think the proprietary bit in servers is in the chips and the software, not in the server.
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