There was a 24.9K block traded right after the close yesterday. Volume has picked up and we seem to have a $1+ up move early every morning. Having the stock push thought the $50 mark is a positive psychological move and will probably continue until the conference call.
Something in brewing at SILC. I can feel it!
Locked and loaded with more call options in addition to my shares I've held since 2007. My only concern is we're going to bring on all these sales but the margins are not going to adjust upward as much as I think and therefore we won't get the big bump as expected in earnings. Also we have the weak US $ that could play a role in the eps.
@John, about a week ago you mentioned the correlation with SILC and AAOI as being in step with each other. AAOI preannounced today with beating estimates for the quarter. Congrats and hope you are right with the correlation! Good luck to all longs.
Biggest price rise from one day"s low to next day"s high was January 22-23, 2014........$ 16.61. It could happen again.
X axis : Stocks Price Correlation Coefficient Y axis : Quantity of stocks May-2016 1,000 Day Parameter 2,830 NASDAQ Stocks Price Analysis This stock mode of correlation coefficient is 0.3 In other words, the correlation coefficient of the other stock
Can someone explain to me how SILC will benefit from cyber security/hacking, etc? Doesn't their technology help to address this? Thanks!
Fish and Chips
OK-here is what we know. The last 4 design wins add up to a $40M yearly run rate. Sometime between the end of last quarter and the 1st quarter of 2018, the will be shipping an additional $10M/quarter. It will probably ramp up.
There will be more design wins as they had their first win with a storage based company and they are working directly with the telecommunications companies. To add to that, they haven’t even announced a design with their FPGA solutions, which they think will be bigger that any of their other products.
You can’t watch this stock on a daily or even a weekly basis, you will drive yourself nuts.
They will do well and will go significantly higher, just don’t ask me for the date.
oh no they are going to miss.. waaaaaaaa
its just games. todays trading shows that. 45 bid 47 ask for an hour. no trades. then straight to 47. just market makers playing and doing business. look at the deals. listen to the "pipeline" from conf call. duh.
why are there no nov options. very strange.
I hope they were able to work through the technical issues with their big deal... that was their only disclaimer during last CC.
Feels like a slow death every day it goes down regardless of overall stock market. Something has got to be up with SILC. You don't lose 70 million in market cap (25%) if there are no issues. Maybe management and friends were dumping shares after the really good CC. Perhaps it was to good to be true.
Have not heard from some of the message board's longer term members lately. Would be glad to hear their thoughts on what they think is happening with the company/stock activity, etc. Thanks in advance.
Look at the year to date on SILC.
Some value, near term. Big Value, long term.
Need some consolidation here, below 10 week line- then attempt 10 week line again. Right now, it is to sloppy.
Remember the earnings with 25mil a few years ago? Think of what $40mil will look like in early mid run of this cycle. But if it is too big, inventory overhang.
Here are some guesses re: Silicom's price drop: The 666,000 (+) swap out in a recent day's trading came from Silicom's being dropped out of the Russell 3000. This is almost 9% of Silicom's shares on an estimate of 7,500,000 total shares. And, maybe, there has been or will be more shares from smaller index funds. Certainly, a market overhang on the price of the stock. Any comments?
Earnings Monday the 24th. No guidance update as I thought we might get considering the price action. Business as usual I guess.
Stock feels heavy . Gets smoked on a bad day and barely moves and a great day. Many stocks in this sector though are getting beat up. Look at Cavium for instance. Company just needs to deliver and this will be a great buy here.
$ 28.5 to $ 29.5 per SILC.....probably low-balled....Rodney Dangerfield.
Does anybody unterstand the mechanism why SILC got dropped from the Russell index? I read through some of the documentation but thought that both market cap and trading volume should have been ok. Trying to figure out whether there is more behind the 20% drop in share price than Russell and TEC profit taking
No pre-warning......$ 28.5 to $ 29.5 million revenue.
Questions for the message board--With a week's worth of trading days left until the end of the quarter, June 30th, isn't there a period where the Company has to pre-announce any significant departures from provided guidance prior to a quiet period where these announcements cannot be made? Lacking any of these are we safe to assume the quarter is pretty much on target with no major surprises for this quarter? Thanks in advance for any insight.