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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
Posts SubjectMarks Bans Symbol
3022 83 1 SIMO
Emcee:  Elroy Type:  Moderated
Introduction Market Data Compact
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1288"I obviously know a lot more about SIMO than you do." Yes you do, andSiliconAlley-10/30/2016
1287<i>It is not the share price in isolation, but the share price in concert Elroy-10/30/2016
1286"Why do I have to do that? WDC was $35 a few months ago. Using your "tSiliconAlley-10/30/2016
1285<i> I'm not at liberty to share details. </i> I hope so, becausElroy-10/30/2016
1284Under my investment thesis, where the business deteriorates over time, the only SiliconAlley-10/30/2016
1283"33% of notebooks in 2016 have SSDs. That number is supposed to go to 100% SiliconAlley-10/30/2016
1282<i> Unfortunately there is no growth in $200 PC's. Any growth is in thElroy-10/29/2016
1281"For the client PC SSD memory, do you really think the controller differentSiliconAlley-10/29/2016
1280<i>The internalization occurs in maturing markets, where <b>differenElroy-10/29/2016
1279"You must know about Disk Drives from your investment in WDC, right? Doesn&SiliconAlley-10/29/2016
1278Ok, waste of time as usual. Your responses don't advance the discussion aElroy-10/29/2016
1277"SIMO added 45 employees in Q3, so they don't expect disaster. That doeSiliconAlley-10/29/2016
1276"That's why I think your bearish view (based not on 2017 or 2018, they SiliconAlley-10/29/2016
1275<i>The next big growth area is enterprise storage, and SIMO just doesn'Elroy-10/29/2016
1274<i>To say that everyone should be valuing a stock on next year's earniElroy-10/29/2016
1273<i>At this price I could argue that a activist shareholder or raider couldElroy-10/29/2016
1272<i> the numbers aren't quite correct, since revenues are skewed by NANElroy-10/29/2016
1271First, your comments on risk are really misplaced. Flying is inherently less riSiliconAlley-10/29/2016
1270Your logic that the market is looking out multiple years is perhaps a bit improbArbz-10/29/2016
1269"So, SIMO is today at ~$40 with $7.30 cash. So it's a stock with ~14% rSiliconAlley-10/29/2016
1268Acer, Asustek adjusting notebook strategies for 2017 Aaron Lee, Taipei; Steve SElroy-10/29/2016
1267So, lets guess some revenue numbers. I'm thinking SIMO can easily do $150m Elroy110/28/2016
1266SIMO conference call transcript: finance.yahoo.com Interesting nuggets: Let mElroy-10/28/2016
1265Ok, give it a rest. 12 of the last 13 posts are by you, and most of them are juElroy110/28/2016
1264I'm covering here in the 40.50's, and will reevaluate next week.SiliconAlley-10/28/2016
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