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: Alfredo Nova who wrote (1447)	5/24/1998 12:55:00 PM
From: Jeff Jordan	Read Replies (1) of 2020

SMOD: Donanldson Lufkin Jenrette issued a report Friday calling for a target of 22-25 in 12 mos. Valuation numbers with the stock at 14 are excellent. My 12mo. target would be $28-36.... But only If SMOD is not a broken company as Ajay said in CC. I will look for lower prices for the next month....so pick your entry points. I personally believe if the company is being overly cautious Q4 should be at least $200m given the ramp for Christmas season....the market is always growing. Jeff

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