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Technology Stocks : Smart Modular Technologies (SMOD)

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To: Brian Haulman who wrote (10)6/19/1996 11:52:00 AM
From: Bill Coenen   of 134
 
Thanks Brian,

I talked with them yesterday on Thom's suggestion and no internal problems in the company caused the drop. Projected earnings, PE, etc look pretty good and their product line in an era of a growing internet also looks ok. I didn't know 70% of the stock was in insiders hands, but that doesn't always have to be bad news. Of course the stock has risen 11/2 pts since my posting. Story of my life , I'm researching, when I should be buying. I think there may be long term growth here however. Keep in touch.
Bill
PS for Thom, I tried to send you the results of my talk with SMOD but the posting never took. Something about the 15 min edit was off.
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