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Technology Stocks : Smart Modular Technologies (SMOD)

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To: Michael Burry who wrote (18)7/13/1996 9:36:00 AM
From: Scott D.   of 134
 
I also had the courage to sell most everything. Virtually
everything I sold Thursday went lower, so it looks like
I finally did something right. Unfortunately, I still
hold CPQ, SMOD (I sold half), and TLTN. CPQ announces
new products Monday, I think. Maybe this will help.

I calculated that if SMOD's future looks good, $17 or
less is a buy. I think the difference of opinion has
to do with the prospects for the future.

Monday could be bad. All of the tech doom stories are
in Barron's, WSJ, etc.

I have been watching USRX, but I am going to be more
careful when buying wounded heros.
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