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Technology Stocks : Silicon Motion Inc. (SIMO) -- Ignore unavailable to you. Want to Upgrade?


To: Sam who wrote (2512)5/4/2022 11:43:34 PM
From: Elroy  Respond to of 2979
 
Yes, it seems something is going on.

Maxlinear doesn't make sense as a buyer, though.

MRVL, they would own the flash controller space if they bought SIMO. MRVL can pay 25x SIMO's 2022 forecast EPS in a stock acquisition, and it's accretive to MRVL, it removes a potential competitor, it improves MRVL's cash flows, it's it's it's .... a no brainer. For MRVL.