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Silicon Motion Inc. (SIMO)
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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% 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 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 8
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 7
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 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 30
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 28
1688SIMO short interest basically unchanged at 4.1 million shares: nasdaq.comElroy-June 28
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 13
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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