Electronic Contract Manufacture (ECM) Sector Message Board

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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector

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To: kolo55 who wrote (1430)	4/20/1998 12:47:00 PM
From: Sam	of 2542

Paul and all, Anyone have insight into why SMOD has been underperforming? Is it because of their CPQ connection (over 50% of sales last year)? Any opinions on buying it at 23-24 (where it is now)? Is all of the (possibly bad) news in the stock, or is this essentially a holding pattern until earnings and the CC in a couple of weeks? All comments welcomed, Sam

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