SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
Posts SubjectMarks Bans Symbol
3185 87 1 SIMO
Emcee:  Elroy Type:  Moderated
Introduction Market Data Compact
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
3151From MU's presentation today at a Keybanc conference.... ...since our earniElroy1August 10
3150<i> The part you're missing is that you assumed for no good reason Elroy1August 10
3149The part you're missing is that you assumed for no good reason that the unspAnonymous895-August 10
3148Yes, based on what's written in the press release and my understanding thereElroy-August 10
3147I would consider it highly unlikely (read:impossible) that the interest owed if Anonymous895-August 10
3146Well, I don't know if this is correct, and we'll see what the analysis sElroy1August 10
3145<i> They are probably looking to build up inventory, but the inventory Elroy-August 10
3144<i> It's also limited, to some degree, that SIMO has the right to rElroy-August 10
3143Having reviewed the press release again, here's my take on the offering. ThElroy-August 10
3142I haven't looked in detail about this for SIMO but there is something calledKirk ©3August 10
3141It's hard to understand why they would spend almost $70,0000 usd for an offifranklin1-August 10
3140I'm also not sure this is as bullish as you think. They are probably lookingAnonymous8951August 10
3139I am being unfair in my last line. It is really much less dilutive than that, beAnonymous8951August 10
3138Basically, in five years (August 15, 2031), Silicon Motion will have to pay backAnonymous8951August 10
3137This has got to be for cash for future inventory builds. I think it's greatElroy-August 10
3136I think this company is a SIMO Mon Titan customer Innodisk posts record secElroy-August 9
3135<i> In the "old" days (i.e. before being acquired by WDC), SNElroy-August 7
3134A couple of quick reactions to some of your points: Sandisk manages the entire Bargain Hunter1August 7
3133NAND memory maker SNDK reported yesterday - here's some tidbits from their Elroy-August 6
3132My pleasure!Elroy-July 31
3131Thanks, Elroy, for your prompt reply. I suppose I should also take this opportuJim50-July 31
3130When SIMO announced the new office building (about 2018) they said they would buElroy-July 31
3129<i> One, Silicon Motion doesn't always beat their guidance. </i&Elroy-July 31
3128Perhaps I've missed it, but has there been any mention of the sale of SIMO&#Jim50-July 31
3127Okay, that's pretty much how the math in my post worked out as well. But I tAnonymous8951July 31
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News