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Technology Stocks : Smart Modular - diamond in the rough?
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To: Lane who wrote (1322)5/20/1998
From: michael modeme   of 2020
 
I would certainly pick some up at these levels. SMOD's fundamentals haven't changed and the stock has taken a big hit. I think there is limited downside risk. Perhaps take up 1/2 a position and if earnings come out bad and the stock goes to the 17-18 level, then double-up. If earnings are good, then you'll enjoy the ride up and invest the other 1/2 on a dip or use it to buy another company. Good luck . Cheers
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