Super Micro Computer, Inc. (SMCI)
The Company designs, develops, manufactures and sells application optimized, performance server solutions based on an innovative, modular and open-standard x86 architecture.
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5star,ROE better than industry avg
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portefueille
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Stable earnings, good balance sheet
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Technically SMCI has short spurts of gains over the S&P every once in a while, however the company's performance in the long run isn't very good. The company itself has low revenue expectations for 2nd & 3rd quarters for 2009.
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A lot of tech stocks have been pummeled by the market in the last 6 months and earnings have been worse than expected for Super Micro, which makes it a worthwhile buy for the long term climb out of our economic hole.
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Tiny amount of debt and profitable.
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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.
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This company is widely recognized for its technical and engineering skill. It makes high end servers -- its customers include Lawrence Livermore National Labs, CERN, high end datacenters, etc. This company has been profitable every year since its inception in 1993. Its balance sheet is gorgeous. Its PEG ratio is 0.53, net cash positive. Management on the last conference call affirmed both revenue and earnings growth of 24-26%. P/E of 15. ROE is 19%. EV/EBITA = 7. While competition is stiff in this space, management has demonstrated that they can win prestigious and lucrative contracts. Has strong roots and growth in Asia as well. Moreover, they just made a large R&D advance which will probably win the company a handful more awards.
Basically this is a strong growth company at a value price. Probably a 3-bagger within 2 years.
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This was a value play for me. Bought in under $8 in July 2008. They have an interesting play - "Green Computing". With the current push on environmental issues this _may_ become a bigger issue.
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fast revenue growth, low PEG ratio, extremely undervalue. Top technolgy, energy saving server should gain momentum as more companies aboard the "Green" train.
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Member of the "Mini-Cap Monsters."
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As with all my picks: A very attractive P/E, excellent EPS growth rate and high five year growth prospects.
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Seems to have a good potential. Just had some good news.
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A great semiconductor stock. Past the 6 month IPO scary stage. Ready to fly. Semiconductors heating up.
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This one's a gamble. But I like their financials. Growth appears likely to me.
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A better version of RACK - they make money and have since inception.
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Supermicro makes server solutions optimized for applications. Sounds techy, but it's damn useful stuff. What's more, SMCI has spent years building up an inter-operable stable of parts, allowing the company to assemble specialized servers rapidly and efficiently. Think Lego!
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PEG = 0.64
Forward PE 10 in an industry of 22's
Growing Revenue at > 20% yoy
62MM cash vs 12MM debt
positive cash flow
first on the server market with newer chips and architectures. I like agility!
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way down ready for a come back
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Their products are in demand and is a major provider of appliance hardware for rebranding

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