Replies to post #110861 on Savvy Trades and Investments

[valuemind]

SMCI indeed faces competition, but
It spends far more money in research and development in both total amount and percentage basis than it competitors,
it acts fast and usually progress one step ahead of its competitors, and
its CEO gets zero cash compensation and will be awarded only if the business performs well.

Based on forward pe/growth ratio below 0.5, even at 1000, it is undervalued than CSCO, HP and Dell.