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SILC - Silicom - Covid-19 Data Center Play - $70 Target
Silicom Ltd
For the basics of the Silicom (SILC) story see my earlier article here. Silicom has two main growth drivers, edge devices (hosting SD-WAN) and FPGA cards. SD-WAN is a very hot trend in the networking market and we expect it to benefit Silicom once the Covid-19 disruption is behind us. In the meantime, I think that Silicom's FPGA card business can drive sales because of Covid-19.
People are working from home virtually worldwide and using SaaS (software-as-a-service) applications that run in the public and private clouds. This is putting extra demand on