Author Topic: SMCI - Super Micro  (Read 4020 times)

oddballstocks

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Re: SMCI - Super Micro
« Reply #40 on: October 18, 2018, 07:02:15 AM »
Thanks for the reply. So it is your take that SMCI motherboards are too unreliable to be used in such setups? That's what I am doubting and that narrative also doesn't seem to match with SMCI revenue over the past few years. But I could very well be mistaken.

There is one reason people go SMCI -> price. Tech is very much a "get what you pay for" world. Pay more, higher quality components. Higher quality could mean better capaciters, better resistors, better chips. Or more thought out design.

You can get 'nice' things at reasonable prices. Flash storage arrays etc. So an IT group will look and say "we can get all-flash from SMCI, or spinning disks from HPE for the same price.  Flash is better and we'll just suck up the lack of support and reliability on our own."  The psychology is the people ordering this stuff want the nicest they can get and budgets are squeezed.

There will always be a market for Kia cars, just like SMCI. A buyer of a Kia knows what they're getting, and I think the analogy holds for SMCI too.
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pcm983

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Re: SMCI - Super Micro
« Reply #41 on: Today at 08:06:07 AM »
any thoughts now that we have gotten a bunch more rejections? surprised stock hasn't reacted more here.

https://www.computing.co.uk/ctg/news/3064829/no-evidence-of-chinese-state-attack-on-it-hardware-supply-chain-says-us-director-of-national-intelligence-dan-coats

supposedly earnings next week too - i have the stock trading at mid single digit p/e on ltm earnings.

also any thoughts on timing of accounting restatement?


pcm983

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Re: SMCI - Super Micro
« Reply #42 on: Today at 10:46:50 AM »
Apple CEO Tim Cook, in an interview with BuzzFeed News, went on the record for the first time to deny allegations that his company was the victim of a hardware-based attack carried out by the Chinese government. And, in an unprecedented move for the company, he called for a retraction of the story that made this claim.

https://www.buzzfeednews.com/article/johnpaczkowski/apple-tim-cook-bloomberg-retraction