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Silicon Motion Inc. (SIMO)
An SI Board Since October 2005
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1766 77 1 SIMO
Emcee:  Elroy Type:  Moderated
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1707Ok, here's a shot at what the non-GAAP EPS should look like for Q2 2017. ReElroy-July 11
1706Citi analyst: Micron June notebook shipments up 17% seekingalpha.com This is oElroy-July 11
1705I just read an article on another SI board about Arm Holdings being flush with cElroy-July 11
1704<i>Not suite sure what this means....hopefully it doesn't mean that SKElroy-July 11
1703No, I haven't got an idea why they slowed down this quarter. Results aren&#Elroy-July 8
1702Elroy..to you have any idea as to why they are having a problem? Is it a buy or franklin1-July 8
1701That's not very good. This is the first SIMO miss since Q2 2013 I think....Elroy-July 7
1700Press Release Silicon Motion Announces Preliminary Second Quarter 2017 Revenue franklin1-July 7
1699These are SIMO & SK's main eMMC customers...... Taiwan IC design houseElroy-July 7
1698Yes, if NAND supply does not increase as expected, then SIMO's revenues willElroy-July 6
1697 I hope you're right, but I'm skeptical for the following reasons: The sAcesinthehole-July 6
1696 Supply of NAND flash for new iPhone falling short http://www.digitimes.com/neElroy-July 6
1695Hynix ramping 72-layer 3D NAND Hynix has started to ramp volume production of Elroy-July 5
1694I think we get SIMO's Q2 revenue and gross margin pre-announcement this ThurElroy-July 4
1693Samsung plans $18.6 billion South Korea investment to widen chip lead ca.financElroy-July 4
1692Just bought some Jul $50 calls. The pre-announcement should come this Friday orElroy-July 3
1691Some interesting bits from MU's conference call: -- We continue to sample Elroy-June 29
1690Intel's SSD 545s has size and speed at an affordable price It's the firsElroy1June 29
1689 China smartphone vendors ramping orders at IC firms http://www.digitimes.com/Elroy-June 28
1688SIMO short interest basically unchanged at 4.1 million shares: nasdaq.comElroy-June 27
1687<i>I don't follow MediaTek well enough to know what this means, but itElroy-June 16
1686Samsung Ramps up 64-Layer V-NAND Memory Production to Accommodate Expanding LineElroy-June 15
1685This is SIMO's major Shannon SSD customer. If Shannon gets a share of itElroy-June 12
1684SIMO short interest declined by 300,000 shares to 4.06 million. That's a biElroy-June 12
1683Apple doesn't use SIMO anywhere, they make all their controllers internally.Elroy1June 8
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