Ashraf Eassa
Long/short equity, contrarian, independent research, tech

An Update On Silicon Motion

A name that I've gotten a startling number of messages about is Silicon Motion (NASDAQ:SIMO). I've written extensively about this name in the past (see here) and have been bullish for quite some time, as I believe that the Street is not fully baking in the real revenue growth opportunity that lies before the company in 2014. While the stock seems to be stuck in a tight trading range following a rather nice move up (12% since my Nov. 3 piece), the catalyst that will drive the next leg up/down is coming over the next few months.

The Samsung Question

While Silicon Motion's eMMC flash controller business is booming (and set to get a lot better next...

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