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Silicom Ltd. Message Board

  • jfuenteacelas jfuenteacelas Dec 31, 2012 1:22 PM Flag

    What does SILC? Question.

    Hello.

    I'm looking into investing in SILC but I'm not quite sure what they do. I'm starting to research what they do but all this talk of networks and SETAC is out of my scope of work. I like the financials. price, and growth.

    Can anyone tell me what is SETAC and how is it better than the current system. I'm trying to find moats that SILC has. Thanks in advanced.

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    • Take a look at their web site. They have an investor presentation that will explain what they do and with whom.

      F&C

      Sentiment: Strong Buy

    • server to appliance is what setac stands for.

      Patent pending. Patent won't create moat. Their ability to create the new technologies is the only moat. They have continued to create new technologies over the past 20 years. Could end tomorrow though if an newer technologies obsoletes silc's before they create it themselves. Pretty much every micro-cap out there. Good luck with your decision.

      That said, track record here is worth something.

 
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