Smart Modular Technologies (SMOD) Message Board

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Technology Stocks : Smart Modular Technologies (SMOD)

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To: Scott D. who wrote (17)	7/13/1996 12:47:00 AM
From: Michael Burry	of 134

Today I liquidated all my stock holdings except for MCAF, USRX (two companies I am positively sure about) and SMOD (a company I am positively unsure about). SMOD befuddles me. What's the PE now? 9? Analysts project 22% annual earnings growth, which should at least give it the market PE of 15-16 or so. No real debt, a sizable cash position. Record earnings last quarter, beating estimates by .02, albeit with declining margins. Yet the stock loses over 60% of its value on no news and heavy selling all the way down, crashing to an all time low today. Value Jet killed 100+ people, was castigated by the FAA, and ceased operations, and its stock has fared better over the same time span. Whatever. Investor relations is not returning my calls. Any one willing to call the CFO?

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