Seeking Alpha
  • Alan Brochstein, CFA
    In the low 8s, $SMCI is likely near a floor. CFO signed a bad deal on HDD no doubt, but 2013 will show higher margins +good top-line growth
    Reply (2)
    • ikhurgin: is HDD the only surprise that was not in pre-announcement, I thought the bad news was already accounted for
    • Alan Brochstein, CFA: Hey, Igor. Cashflow was rotten - their AP went down and AR up.
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