Dec 31 1969

SIMO

May 07 2009

Buying SIMO - Silicon Motion Technology Corp

Why Are We Buying Silicon Motion Technology?

We feel that SIMO carries a competitive advantage in the controller market, and has the potential to explode when old disk manufacturers switch to solid state drives. The company's fundamentals are excellent, profit margins are strong, as is cash flow, and Silicon Motion carries little to no debt. We feel this presents a unique buying opportunity... read more »