SMSI- Undiscovered Internet Play Message Board

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Technology Stocks : SMSI- Undiscovered Internet Play

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To: stockvalinvestor who wrote ()	12/2/1998 6:27:00 PM
From: Louis Cornell	Read Replies (1) of 17

Ken, Hope you did well with ITGR. As far as this one goes, it is interesting, but it doesn't have a great track record. Of course, that hasn't stopped internet investors so far! Most disturbing is the declining revenues and a heavy dependence on 3COM business, which appears to also be on the decline. I would wait to see if the new internet product has a broader appeal, and on what basis. Let me know if you find out anything on it. Thanks.

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