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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 41.15-0.3%Jul 19 4:00 PM EDT

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From: Elroy5/31/2019 6:48:21 AM
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There is an investor presentation on SIMO's web site. The CFO spoke at a Cowen conference.

He didn't change guidance at all. They are still expecting flat 2019 revenues, which implies a MASSIVE H2 revenue jump compared to H1.

Also, he clearly said it's possible that eMMC + UFS for 2019 may be flat with 2018. That implies a SUPER MASSIVE revenue jump in this category in H2 2019.

So hard to believe, but lets see what happens.....
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