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Technology Stocks : Silicon Motion Inc. (SIMO)
SIMO 67.38-0.8%3:59 PM EDT

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To: Maurice H. Norcott who wrote (2571)7/19/2022 10:57:36 AM
From: Elroy  Read Replies (1) of 2593
 
Perhaps, but SIMO isn't that small.

ADI is a huge semi company, it does $2.7b per Q in revenues.

SIMO should be doing $400m per Q by 2024 (if not 2023).

So SIMO is about 15% the size of ADI. It's not that small.

Yeah, down the road MXL-SIMO may be large enough to attract more potential buyers.

But I thought SIMO might be appealing due to its unique product line. MXL + SIMO looks to me to be sort of a random mess in terms of products segments (flash controllers, wifi, some mixed signal stuff, other stuff).
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