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Silicon Motion Technology Corp. Message Board

  • jiangli21 jiangli21 Sep 12, 2013 11:18 AM Flag

    The next major growth driver

    Many still look for LTE to drive valuation up. I think it is only one of the drivers, but not the ONE. The reason is simple: the trend is to put CPU and baseband togher - look at QCOM and Intel. So it will be difficult for SIMO to sell SIMO to sell its transceivers to others. On the other hand, Samsung is also following that trend, so transceiver sales to Samsung should continue next year. But Wall Street sees this and will not drive the multiples up.

    I am not sure anyone reads reviews of SIMO's new SATA III SSD controller, such as the one by Tweaktown, because it anyone does, I cannot understand why they are still selling SIMO shares. Those reviews place this controller among the tops, but with the best actual performance, lowest power consumption, and likely the lowest cost. They think it will take significant market shares away from LSI and Marvel - this is a $300mm+ market, growing like crazy, and is hottest consolidating place - look at how many SSD companies getting acquired just this month! More importantly, the unit sales price, as someone mentioned, is many times more than eMMC controllers. This can replace LTE revenue easily in 2014. Coupled with the 3rd nand partnership focusing on TLC which many say is the next growth driver in the flash space, it looks like SIMO is really well placed for growth in 2014-2016.

    SIMO shareholders do not look like day traders, so I am very curious why there are still sellers...

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    • I think the market is rigged with these large, fast computers. It seems when these guys (shorts) target a stock now days, they set these computers up just to sell stock at certain levels and prevent it from going up. I've seen it in several of my stocks. No matter how good the news, selling just keeps coming it at certain levels holding the stock down.

      I've been investing for 35 years and made a lot of money. But this development has me ready to quit the market for good. Too many cheats. Stacked against the small guy due to this pure greed on their part1

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