Strategies & Market Trends : The New Economy and its Winners


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To: Bill Harmond who wrote (55759)4/27/2012 3:01:31 AM
From: ElroyRead Replies (1) of 56246
 
SIMO reported last night, beat on revenue by a little bit over consensus, maybe 4% ahead of consensus. That's fairly disappointing for them, they had trounced revenue numbers for the preceding 5 quarters. It appears SIMO may be slowing from a hyper growth stock to just your run of the mill growth stock.....11x forecast EPS for a 25% revenue grower with some exposure to LTE phones, not too shabby.

Still, it was more fun when they were beating consensus revenue expectations by 15%-20%.....ho hum!
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