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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
Posts SubjectMarks Bans Symbol
3021 83 1 SIMO
Emcee:  Elroy Type:  Moderated
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2366My previously posted model for Q2 using their pre-announced numbers was all wronElroy-7/9/2021
2365UFS controllers are an interesting market. Of all SIMO's product areas, thiElroy-7/8/2021
2364Silicon Motion Announces Preliminary Second Quarter 2021 Revenue and Earnings CoElroy-7/8/2021
2363We should get the SIMO Q2 pre-announcement pretty soon. This was their guidanceElroy-7/7/2021
2362Some comments from MU's conference call today Some relevant stuff.... MicrElroy-7/1/2021
2361Flash device controller suppliers see order visibility stretched https://www.dElroy-6/29/2021
2360MRVL hitting an all time high. MRVL's 2021 PE is perhaps 40x-45x, dependingElroy16/24/2021
2359Glad to hear it. I think over the next 12 months or so SIMO appears to have a fElroy-6/21/2021
2358Don't know WHY the large position at this particular price. But from my persTapcon-6/21/2021
2357MRVL has a market cap of $45 billion. Annual revenues look like less than $4 biElroy16/17/2021
2356Taiwan IC design houses upbeat about shipments for 5G phones https://www.digitElroy-6/17/2021
2355There remain 16,300 Sep $55 put options outstanding for SIMO. That's the riElroy-6/14/2021
2354Taiwan IC vendors upbeat about PC, handset chip demand in 2H21 https://www.digElroy-6/9/2021
2353Some funky stuff has been going on in the options world with SIMO. There are noElroy-6/9/2021
2352MRVL trades at ~40x 2021 EPS and just reported 20% annual sales growth. financeElroy16/7/2021
2351No mention of internal controllers, so hopefully these NAND products use SIMO coElroy-6/1/2021
2350SIMO’s comparable product is due out in H2 2022. Marvell Introduces Bravera SSDElroy-5/27/2021
2349If anybody wants to make a lot of money, go read my UAN thread started earlier tElroy15/26/2021
2348Western Digital Amps up Its WD_BLACK Gaming Portfolio With Three New SSD SolutioElroy-5/26/2021
2347Yowza. There are 16,300 Sep $55 SIMO put contracts outstanding. That’s a lot! Elroy-5/24/2021
2346Yes, I heard it clearly this time.Elroy15/20/2021
2345Assuming you listened to it, he was clear as a day (right in the beginning, in aAnonymous895-5/19/2021
2344SIMO has an investor presentation at 10:30am Tuesday at a Needham conference. TElroy25/17/2021
2343Phison optimistic about 2Q21 digitimes.com NAND flash device controller and moElroy15/11/2021
2342Yes, there is such a quote. Ok, let’s see what happens…..Elroy-5/11/2021
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