Morsa Images/DigitalVision via Getty Images Performance Assessment In my last coverage of Super Micro Computer (NASDAQ:SMCI), I had maintained a 'Neutral/Hold' rating on the stock. Since then, SMCI has handily lagged the S&P 500 (SPY) (SPX). One could argue that this was a missed opportunity for a 'Sell' view. However, looking back, I believe I would have held the same stance as given information at that time, I did not have sufficient conviction in the relative downside performance vs. the S&P 500:   P ...