Silicon Motion Inc. (SIMO) | Stock Discussion Forums

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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

Introduction Market Data Compact

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Reply	Message Preview	From	Recs	Posted
963	You're absolutely correct. Losing Hynix's eMMC business is the biggest	Elroy	-	7/28/2016
962	Answer - Hynix does NOT have significant in house controller technology, and SI	Bargain Hunter	-	7/28/2016
961	If you trade SIMO in the future, I'd also be interested in reading your sell	Elroy	-	7/28/2016
960	I'm going to guesstimate SIMO's Q2 revenues as about....... Client SSD	Elroy	-	7/28/2016
959	I will try to remember to post it here the next time I run into a comment like t	Sam	-	7/28/2016
958	Ha! I just had a look back, and here's my comment from 2011.... <i>	Elroy	-	7/28/2016
957	If I recall correctly, SIMO's revenues were $140m last quarter. That is tota	Sam	-	7/28/2016
956	I'd be interested in the comments that say the 3D NAND requires a <b>m	Elroy	-	7/28/2016
955	<i>A year ago, several veterans of SSD controller design firms SandForce a	Elroy	-	7/28/2016
954	<i>As for your statement above, yes, the controller is "different&quo	Sam	-	7/28/2016
953	<i>controllers for 3D NAND SSDs are different from those that use planar S	Elroy	-	7/28/2016
952	Last October, Micron bought a controller company, Tidal Systems. They have repea	Sam	-	7/27/2016
951	Hynix is SIMO's largest customer, accounting for about 30% of sales at the m	Elroy	-	7/27/2016
950	Too bad I didn't see this before responding earlier: SK Hynix's (HXSCL)	Bargain Hunter	-	7/27/2016
949	Apple and Samsung are the big companies that use in house controllers. Samsung	Elroy	-	7/27/2016
948	It assumes the large customers have extensive in house design capabilities for	Bargain Hunter	-	7/27/2016
947	<i>Maybe because larger customers, as their SSD business grows larger, are	Elroy	-	7/26/2016
946	Gaining SSD controller share at smaller customers sounds like a strange approac	Bargain Hunter	-	7/26/2016
945	MRVL has a new CEO who appears to want to focus on SSDs, that's not good for	Elroy	1	7/26/2016
944	Morgan Stanley's SIMO note has some interesting market share info on SSDs.	Elroy	-	7/26/2016
943	I'm back from vacation. I've got a few SIMO notes. Brean has them at $	Elroy	-	7/26/2016
942	I think a key bit of this Guidance will be what they are saying about Q4 relativ	Elroy	-	7/22/2016
941	finance.yahoo.com excerpt Business Outlook “We expect our strong sales moment	Sr K	-	7/22/2016
940	SIMO announced Q2 results. They'll do a conference call before the open n F	Elroy	-	7/21/2016
939	All time high closing price for SIMO. Missed trading at the all time inter day	Elroy	-	7/18/2016

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