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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 89.08-0.6%9:30 AM EST

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From: Lance Bredvold12/17/2025 7:44:04 AM
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Hi Elroy;
I wonder if you would be interested in another post detailing your thoughts about why the current demand for QLC logic chips and NAND chips which require the future use of "ugh, name does not come back to me--newly designed and due for sale in Q2? Oh, yeah Mon Titan is catchy enough) does not immediately increase demand for SIMO''s current offering of controllers to cheaper (again name escapes me--I guess DRAM or DDR??) memory chips.

I think you like doing that sort of reexamination for yourself and us as well. And there have been few updates in the last few days. Sure glad you are as interested in SIMO as I am becoming. And not that I deserve another rehash but am just being too lazy to read and reanalyze the same material again right now. And I'm also pretty sure you like being asked. Thank you,
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