Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Silicon Motion Inc. (SIMO) -- Ignore unavailable to you. Want to Upgrade?

To: Maurice H. Norcott who wrote (2571)	7/19/2022 10:57:36 AM
From: Elroy	Read Replies (1) \| Respond to of 2823

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).