Should Investors Be Concerned About Super Micro's Declining Margins?

Question

What should investors pay attention to regarding the falling margins of Super Micro Computer?

Answer 1

相對而言，投資者應謹慎太過高估自己推測的機率，因為當淨利潤開始下降的時候，很有可能代表市場競爭加大，或是消費者偏好發生變化。例如，在超級微電腦的同業競爭者中，可能會因為德爾公司等競爭者的產品客戶滿意度較高，而需要提升本身所尋求的服務水平或是不得不調整自己的物價，但是不過此時本行的投資者卻是更為可怕的，必須關注這種行為以及防止報表收益甚至利潤被不理想的合作機構或某些關係方所操控。 對於已經大幅下行的毛利的狀態，還是希望該公司能就事件的發展后期提供正式的說明并得到合理的解釋。

Comments

I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.

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I think the declines came mostly because it's widely overvalued and they have 2 billion in in negative free cash flow which is more difficult to fake plus they delayed their SEC filing.