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Technology Stocks : Smart Modular - diamond in the rough?
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To: Robert Scott who wrote (1454)5/25/1998 10:48:00 AM
From: gmccon  Read Replies (2) of 2020
 
This one may lose another point, or it may not. I thought HWP was a good short after they dissappointed, because it's initial drop wasn't enough. And, indeed, it's down another 5 points since earnings. The difference is that SMOD didn't run up prior to earnings, it lost 20% in the weeks before. My opinion is that it was fairly valued when earnings came out. Thereafter, it should have lost a couple points in a bad market. Not 8. This was over-done during a time when DELL, among other boxers, is "adjusting" on woes that PC sales and margins are weakening. A whole lot of bad timing came into play here, not just the company's over-honesty.

Greg
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