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Technology Stocks : Smart Modular - diamond in the rough?
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To: MileHigh who wrote (1310)5/16/1998 10:25:00 AM
From: Andreas  Read Replies (2) of 2020
 
smod IS POLITICALLY INCORRECT! What I mean by that is simply this. Smod cannot play the wall street game. Look at Dell for instance. Now there's a stock with great earnings but. The earnings alone and future prospects do not justify the multiple. Why the sky-high multiple? In part because Michael Dell works wall street like Donal Trump works the crowd at one of narcisistic galas. Michael Dell is on the phone hyping Dell, giving rosy pictures of Dell, holding analysts hands, wining and dining them and doing a great job at convincing wall street that dell is the greatest thing since sliced bread.

Then there's smod. And wall steet says "smod who". "Oh yea, isn't smod that supplier of memory modules that we can't get any information on. Isn't that the company with the CEO that has all the charisma of Lurch from the Addams family? That's right. Are they still in business? Haven't heard a damn thing about those guys."

And so it goes. Silence creates uncertainty. Uncertainty creates fear and fear creates increased supplies of smod stock looking for new buyers. When cpq was telling the world that its channel was stuffed to the gills, Michael Dell started beating his drum and letting everyone know that his company was no cpq and did not have the problems that cpq had. When cpq said that pc demand wasn't what they had expected Michael Dell came out and said dell's demand was greater than expected.

Smod will only move up on great earnings news and will move down on any rumor out there. There are a million reasons why smod will sink lower. There is only one event that will cause it to move higher. I always get a chuckle when someone posts that smod is about to turn around because someone in the pc industry makes a positive comment concerning demand. Well, it just doesn't happen. Smod will go up when earnings go up. Until then just watch it sink every time some new rumor gives somebody the jitters. After all, it's not like smod will ever come out and say anything positive about their company.
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