Smart Modular - diamond in the rough? Message Board

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Technology Stocks : Smart Modular - diamond in the rough?

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To: Jeff Jordan who wrote (1253)	5/6/1998 9:49:00 PM
From: MileHigh	Read Replies (3) of 2020

Jeff, are you in these 3 stocks? I am, thought it was quite coincidental, huh? I made a post here a few weeks ago saying that as soon as CPQ mentions that their inventory problems are being solved, we should see a nice move in the stock....It has happened...Also, I see the fundamentals of SMOD's business improving as CPQ moves to BTO system...I sound like a broken record... Question to all, SOMD management does not seem to put out much info on status of business. Is this normal? My thought is that SMOD's business could be improving as we speak and they are not mentioning anything (as normal). Unlike other companies that would put out some sort of press release in order to update the analysts... Or could the lack of news be bad news? I am not familiar with Ajay LT and how he handles Investor Relations....Just a few thoughts. MileHigh

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