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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Julius Wong who wrote (90926)10/22/2023 3:56:56 PM
From: y2kate  Read Replies (1) | Respond to of 95353
 
Rate fears hit the entire market, so I buy that premise, but SMCI got smacked down harder than most, even with what is expected to be stellar ER looming on 11/1. Seemed somewhat ominous.

Do you read anything into their failure to preannounce this time around? What is the likelihood of a miss? And why did they move up the earnings date? Seems that is usually taken as a positive sign...

I love it long term, just trying to get a handle on what might happen on 11/1!