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Technology Stocks : Smart Modular - diamond in the rough?

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To: exhon2004 who wrote (1332)5/21/1998 1:57:00 AM
From: Andreas  Read Replies (2) of 2020
 
Hate to tell you this Greg - but interest (demand) for smod stock is far, far, far below supply. Smod has continued to deteriorate on no news to the point now that a substantial move upward (which $5.00/shr. is) will only bring smod back to where it was a mere three weeks ago!!

You state that "if they have corrected that problem and regained the account.....the outlook may be very good". First of all, the lost account was not (according to smod) a major account. Second, if smod has regained the account we would have known about it by now (in all probability). Third, this event involving the regaining of their lost customer (assuming that is true) will not impact the outlook one way or another. Wall street could care less! Smod is a non-entity in their eyes and this perception will not change until smod ceo's ho-hum attitude toward wall street changes.

All of that aside, one real problem in my view is that cpq is engaging Tanisys is a larger and larger way. Doesn't this mean that cpq is taking business away from smod and giving it to tanisys?
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