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Super Micro (SMCI -0.5%) is off slightly after delivering FQ2 results that were in-line with...

Super Micro (SMCI -0.5%) is off slightly after delivering FQ2 results that were in-line with lowered guidance, and providing soft FQ3 EPS guidance (range of $0.19-$0.27 vs. consensus of $0.27) on account of hard drive shortages and price hikes. But Needham thinks Super Micro's leading position in the market for application-specific servers, along with surging data center investments, will bolster the company. (transcript)
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