Ken Nagy
Long only

Silicom, A Growth Story With A Pristine Balance Sheet

Silicom (NASDAQ:SILC) engages in the design, manufacture, marketing, and support of connectivity solutions for a range of servers and server based systems.

The firm has several growth engines including Information Technology's return to growth, the march to 10GB per second technology, a large and growing base of OEM customers that include most of the market-leading players, staged launch of new products, and a strong OEM business model which limits operating expenses.

New product introductions such as SETAC, the firm's newly patented Server to Appliance Converter, which combines the best of standard servers with hardware appliances should allow the firm to push its revenues to the $100 million run rate level in coming years. Beyond the growth story of...

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