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Technology Stocks : Smart Modular - diamond in the rough?
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To: MileHigh who wrote (1310)5/16/1998 6:14:00 PM
From: JFD  Read Replies (1) of 2020
 
Perhaps CPQ clearing their inventory is affecting them. I think I can shed some light on the Customer smod lost. This is from The Tanisys Technology 10q.

" LGSA and its affiliates are suppliers of semiconductor memory products worldwide to, among other customers, Compaq Computer Corporation ("Compaq") . Recently, Compaq and other customers have institued new purchasing procedures referred to as Configure to Order (CTO) and Build to Order (BTO) programs which require LGSA and its affiliates to provide memory modules to various customer locations throughout the world within forty-eight hours of an order for such products, Tanisys has been qualified by Compaq to manufacture memory modules for Compaq usind LGSA component products.

Tanisys is establishing a manufacturing center in Scotland in the United kindom to provide further manufacturing of memory modules. LGSA and its affiliates wish to engage Tanisys through its new Scotland facilities and its other facilities to provide manufacturing services for LGSA and its affiliates for distribution to Compaq, as well as such other customers of LGSA and its affiliates as may be requested from time to time, and Tanisys wishes to be engaged by LGSA and its affiliates to provide such manufacturing services, all in accordance with the terms and conditions set forth in this agreement."

LGSA is LG semicon America.

There is also an agreement with Toshiba in the 10q

By pointing this out, I am not saying smod is going down. smod is the leader in the outsourcing business and IMO has a great future. there is more business than they can handle and others will benefit.

jfd
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