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Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
Posts SubjectMarks Bans Symbol
3027 83 1 SIMO
Emcee:  Elroy Type:  Moderated
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916Memory market conditions to improve in 2H16 Julian Ho, Taipei; Jessie Shen, DIGIElroy16/13/2016
915AVGO appears to be still on the acquisition trail. I wonder if SIMO might fit iElroy-6/6/2016
914Notes from recent webcast at BofA. CFO Riyadh Lai is the speaker. ir.siliconmoElroy16/3/2016
913ATH this morning, 46.21. volume above average, 692,000 latest 44.64Sr K-6/2/2016
912Your point seems to be that disk drives are declining in volume while SSDs are gElroy-6/1/2016
911Companies like STX and WDC would have lost their DD business over time, if they Sr K-6/1/2016
910Really, HOLD? The only problem I have with SIMO at the moment is valuation. ItElroy-6/1/2016
909I say HOLD. It is running well. But book some profits too...FJB-6/1/2016
908You seem to follow the memory and NAND industry fairly closely. What do you thiElroy-6/1/2016
907<i>Samsung uses their own controller for ALL their SSDs.</i> I thouElroy-6/1/2016
906Samsung uses their own controller for ALL their SSDs.FJB-6/1/2016
905Yeah, that Samsung SSD that you linked to looks amazing. But I like the graphicElroy-6/1/2016
904<i>WDC and Intel are threats, unless they're customers.</i> WDCElroy-6/1/2016
903WDC and Intel are threats, unless they're customers. Or Samsung Message 306Sr K16/1/2016
902SIMO sets a new all time trading ($45.79) and closing ($45.67) high. And there&Elroy-6/1/2016
901ATH Sr K-6/1/2016
900I'll bet this is a huuuuge seller in 2017. As far as I know SIMO is the onlElroy-5/31/2016
899This sounds like good news for SIMO's eMMC business... -- MediaTek Climbs Elroy-5/31/2016
898A few tidbits from the B. Riley presentation 1) scale - SIMO shipped about a haElroy25/27/2016
897SIMO presented at B. Riley Wednesday afternoon, the webcast is here. wsw.com IElroy-5/27/2016
896A series of all-time highs, on light volume. $44.30 $44.32Sr K-5/27/2016
895Here's some info on Q1 2016 SSD market share trends. anandtech.com Sort ofElroy-5/27/2016
894Damn, $43.65. Valuation on SIMO is looking stretched based on the forward PE ofElroy-5/24/2016
893Another all time high today, $43.00Elroy-5/24/2016
892New ATH. 42.72Sr K-5/23/2016
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