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: Adam Nash who wrote (1304)	5/14/1998 11:31:00 PM
From: Analog Kid	Read Replies (1) of 2020

Adam- Patience my friend....I'm with you, I bought at 26. A few things...The IR person at SMOD who said they are "comfortable with the estimates" didn't really say anything! What else was she to say without getting fired or sued. Actually, she probably shouldn't have even said what she did.Companies have been sued for a hell of alot less! At the last earnings release, Ajay stated that this Q was going to suffer hence the downward revision to .31 from .35. If things were going to be worse than even he anticipated as this Q progressed, they would have announced something to that affect recently. They haven't and I see that as a very good sign. I see SMOD at this point as a win win situation. All they have to do is meet .31 and this stock will spike up. It's been held down long enough. I think we'll see 30 by the end of the month.

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