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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
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3021 83 1 SIMO
Emcee:  Elroy Type:  Moderated
Introduction Market Data Compact
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1463In other words, do you have any data? If not (which I expect), what's the baSiliconAlley-11/12/2016
1462That's your bear story in a nutshell, right? There is NOTHING else, just thaSiliconAlley-11/12/2016
1461What is the past "driver" that is now gone? I've addressed this SiliconAlley-11/12/2016
1460<i>There will be a peak in NAND based client devices, in the coming years,Elroy-11/12/2016
1459<i>Let me rephrase this in simpleton form for you. A past <b>driver&Elroy-11/12/2016
1458No one but you believes that the combined number of units of PCs, tablets, cell SiliconAlley-11/12/2016
1457<i>Stagnation is coming because 1. SIMO's client SSD market will soElroy-11/12/2016
1456The transition from disk drive to SSD is a growth driver. It is not "gone&qSiliconAlley-11/12/2016
1455<i>"What growth drivers existed previously but are now gone"? heElroy-11/12/2016
1454 That's an assertion which requires explanation - why is stagnation coming? SiliconAlley-11/12/2016
1453But I do enjoy the few times he tries to explain himself, because usually his arSiliconAlley-11/12/2016
1452"What growth drivers existed previously but are now gone"? he can'SiliconAlley-11/12/2016
1451<i>There you go again. The bear story hasn't changed, no matter how yoElroy-11/12/2016
1450<i>You on the other hand, have never given a balanced analysis.</i> Elroy-11/12/2016
1449Everything is doom and gloom with SIMO with no possibility that you could be wroSiliconAlley-11/12/2016
1448Is that it now? Have I summarized the ever changing story? There you go again.SiliconAlley-11/12/2016
1447its about Elroy announcing that he is right about everything, and that every oneAcesinthehole-11/12/2016
1446<i>you still have failed to identify the one thing SIMO brought to the tabElroy-11/12/2016
1445Ok, fine. What "segment" is that? Will be mostly industrial applicatiSiliconAlley-11/12/2016
1444<i>I stated that NAND will continue in a no-growth segment of the market. Elroy-11/11/2016
1443Client devices which access the internet and access wifi is a growth area for a SiliconAlley-11/11/2016
1442<i>Universal Memory subsumes both DRAM and NAND. This all starts in 2018-1Elroy-11/11/2016
1441Most projections show DRAM displacement in the 2018-19 time frame, with UniversaSiliconAlley-11/11/2016
1440<i>Most projections show DRAM displacement in the 2018-19 time frame, withElroy-11/11/2016
1439Yeah, that's sort of what I said when summarizing your view. In the future NSiliconAlley-11/11/2016
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