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Super Micro Computer: Margin Is Its Achilles' Heel, But Another Problem Is Emerging

In my most recent Super Micro Computer Inc. (NASDAQ: SMCI ) articles, I argued that even though SMCI's sales were growing at a high rate, its profit margins were not keeping up. On MarchYou'll never see me write a long bio listing all of my credentials and degrees or refer to myself in the third person. I love discussing ideas and I appreciate it when people can play devil's advocate without resorting to personal attacks. In short, I employ a long-only, long-horizon, focused value style, guided by thorough ...