$SUPER MICRO COMPUTER INC(SMCI)$
The weird thing is that SMCI guided forward earnings way higher, including 2+ quarters out by saying that there will not be any sequential declines as normally would be the case, during their last conference call and analysts in response have raised their estimates up substantially but the stock price is flat to down. My only explanation for this to make sense is that the speculative money have flowed to DELL, deservedly or not. Perhaps the speculative thought process is that DELL will experience the same stock price growth that SMCI did in Q1. Leather Jacket Jensen, LJJ, has been hyping DELL in the last 2 quarters and DELL is going to be a stronger competitor so I understand some of the concern for SMCI. What are your thoughts?
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