Player Avatar tenmiles (99.46) Submitted: 1/6/2009 11:14:45 AM : Outperform Start Price: $5.65 SMCI Score: +9.86

Recent analyst downgrade and reduced guidance have brought SMCI back to an attractive long-term value zone. Balance sheet in good shape with roughly 27% of market cap in net cash; value metrics including ev/sales of .33 suggest $5.50 offers attractive entry point for all but the most short-term oriented - should "server" you right for those with patience.

Member Avatar scottgeiger (21.43) Submitted: 3/17/2009 3:36:04 PM
Recs: 0

I have been a proponent of SMCI for over a year now. Another aspect of their business that should serve them well is their "green computing". "Green" is the new buzz word and it should help them. And it's not just a buzz-word for them either. The only area I have concerns on is the degree that they rely on their CEO. He is involved in so many aspects of the company that if he were no longer there it would definitely hurt them.

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