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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
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1363MRAM is the death of SIMO!!!! Thus spoke Silicon Nostradamus..... This is not SiliconAlley-11/3/2016
1362MRAM is the death of SIMO!!!! Thus spoke Silicon Nostradamus.....Elroy-11/3/2016
1361If client controller penetration gets to 75% of the PC market, and then just sitSiliconAlley-11/2/2016
1360If client controller penetration gets to 75% of the PC market, and then just sitElroy-11/2/2016
1359Marvell Technology Group Ltd. Announces Restructuring Actions to Drive Growth anElroy-11/2/2016
1358The fact that you would have a strategy for a non meaningful business segment isSiliconAlley-11/2/2016
1357SIMO enters the market when it is suitable for a high volume, low cost standardiSiliconAlley-11/2/2016
1356"You seem to be saying the peak growth rate of SSDs has passed, and they wiSiliconAlley-11/2/2016
1355At this point you keep digging your own grave. I think you have been reading a Arbz-11/2/2016
1354<i>Which really means they don't have a strategy. To win, strategies nElroy-11/2/2016
1353<i>The "spurt" is over and adoption is leveling off. </i> Elroy-11/2/2016
1352SIMO won't have a primary SSD enterprise controller strategy until at least SiliconAlley-11/2/2016
1351I'm listening to the SIMO presentation at Needham from their website. Some Elroy-11/2/2016
1350what growth drivers existed before but are now gone? Again, its about adoption SiliconAlley-11/2/2016
1349<i>The bulk of the growth drivers in client SSD are over</i> This iElroy-11/2/2016
1348His bearish view is basically "something bad will happen in the future"SiliconAlley-11/2/2016
1347<i> made up stuff to fit in</i> What stuff? Can you even understanElroy-11/2/2016
1346One more comment, as I had the opportunity to read your original message, beforeSiliconAlley-11/2/2016
1345Another wave of road show is about to begin. Where buyers become bag holders, aSiliconAlley-11/2/2016
1344l think he made his conclusion and made up stuff to fit in Your specific words SiliconAlley-11/2/2016
1343The stock has clearly been in distribution during the period of the road shows SiliconAlley-11/2/2016
1342I stopped commenting on Silicon Alley's writings a few days ago because l thAnalytical-11/2/2016
1341The stock has clearly been in distribution during the period of the road shows Arbz-11/2/2016
1340What "road shows" are you talking about? Who is doing a road show? YoSiliconAlley-11/2/2016
1339Now you are just being flat out wrong and making things up. SEC rules forbid a cSiliconAlley-11/2/2016
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