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Silicom Ltd. Message Board

  • schneider356 schneider356 Oct 24, 2013 9:21 PM Flag

    The inherent power of SILC's OEM business model

    Is just beginning to be felt.

    Revenue (millions)

    2009 20.5
    2010 30.4
    2011 39.6
    2012 48.7
    2013 72
    2014 103
    2015 and beyond - annual growth rate will exceed the target market rate

    Sentiment: Strong Buy

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    • EZCH has a moat, silc is still developing its moat. That is one of the differences in the valuation. I see the moat building for silc with certain recent announcements. In time, all good things happen. I just choose not to bet i can predict on the timing of such good things.

    • Here is comparison to another Israel based company, EZchip (EZCH), which moved from $300 mil in Market cap to $900 market cap starting Jan-2010 to Jan-2011, paused a little and then zoomed to 1.4B in another 3 months! Guess what, SILC has huge similarities in sales trend just prior to ignition and take-off – This is what EZCH delivered in sales (mil) before and after it took off -

      2007 19.5
      2008 33.6
      2009 40.0
      2010 62.0

      Solid sales trend with great profitable results will take SILC, no where but up…

      First stop…55-60 pps…pause, get some passengers off, then
      Second Stop …500 mil Market cap
      Third stop --- Challenge the big B market cap! Once it delivers 100 mil in 12 month trailing sales!!!

      Do some homework and study the EZCH chart and get their sales data from sec site. Its all there!!!

      Sentiment: Strong Buy

      • 1 Reply to iamfun_ru
      • Yes, I was in and out of EZCH for a couple bucks but have a bad habit of not letting my winners run. think I remember reading about EZCH here or maybe I found it in IBD's Daily Graphs (Market Smith). That is quite a powerful screening tool everyone should look at. I will let my SILC run. This will be printed in one of O'Neil's books someday. Anyone remember Pre Paid Legal (PPD) about 15 yrs ago. Same thing- massive revs/earnings explosion and stock zoomed. Just gotta find 1 or 2 of these and capitalize. GLTA

        Btw- EZCH revs for last 8 q's: 19, 14, 14, 16, 9, 15, 15, 17. & current cap is 754M! We're undervalued here bigtime.

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