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From: SiliconAlley1/12/2017 9:15:51 PM
   of 18
 
This company is a one trick pony. Their controller products apply to NAND only, and these complex controllers are not required by post-NAND technology. This company provides little visibility beyond 12 months, and has not announced how they will survive in a post-NAND world.

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From: SiliconAlley1/12/2017 9:16:35 PM
   of 18
 
This company spends an awful lot of time on the road, that could be better spent planning for the future.

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From: SiliconAlley1/12/2017 9:18:16 PM
   of 18
 
How much revenue growth is real, versus "growth" coming from higher COGS?

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From: SiliconAlley1/12/2017 9:19:21 PM
   of 18
 
Business is concentrated in a major customer, SK Hynix, who has already begun to develop controllers internally. Look at UFS 2.1

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From: SiliconAlley1/12/2017 9:20:31 PM
   of 18
 
Political risk is huge. This company is headquartered in Taiwan. Their major customer is headquartered in South Korea.

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From: SiliconAlley1/12/2017 9:23:17 PM
   of 18
 
Smart money is selling to bargain hunters. Buying expiring milk is rarely a smart move.

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From: SiliconAlley1/12/2017 9:34:32 PM
   of 18
 
One of the major growth drivers has been SSD adoption. As SSD adoption increases toward 100%, the SSD growth rate declines.

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From: SiliconAlley1/12/2017 9:37:00 PM
   of 18
 
The largest SSD growth will be in enterprise. Enterprise vendors will differentiate their products through custom controllers, not with a controller every other vendor can purchase.

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From: SiliconAlley1/12/2017 9:40:42 PM
   of 18
 
I believe this stock is suitable for traders only, and should not be part of anyone's long term investment portfolio.

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From: SiliconAlley1/13/2017 12:16:04 AM
   of 18
 
For great rationalization by a SIMO investor, see the other SIMO board. When things look cloudy, there is always an explanation of why things are really sunny.

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