ZOE011
09-05

$SUPER MICRO COMPUTER INC(SMCI)$ I do not see any major irregularities in the financial statements. A/R are higher than past but there can be reasons. Are they too aggressive in booking sales? Are they slow with product delivery? Do they have bad accounts that they cannot collect? Maybe there could be a 5% error. I do not see anything that will throw off their earnings by more than 5%. I am bullish and am buying the stock...

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