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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (12503)	1/11/2012 11:45:19 PM
From: Elroy	Read Replies (7) \| Respond to of 20435

I'm in for $50 long SIMO and $50 long GRVY. Anyone interested in learning more about SIMO: They just did a presentation at the Needham conference. It's on their website under investor relations. The presentation gives a pretty good overview of their product areas and future year growth drivers (embedded NAND flash controllers and LTE cell phone chips). It sounds pretty good. As long as Samsung cell phones keep gaining share from the weaker players (NOK, MOT, RIMM) I'd expect SIMO to continue to do well. ir.siliconmotion.com There is a very active SIMO silicon investor thread as well, where I talk to myself all day long....... Subject 56138