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Technology Stocks : Smart Modular - diamond in the rough?

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To: freeus who wrote (1553)6/12/1998 10:57:00 PM
From: Analog Kid  Read Replies (2) of 2020
 
freeus- It's easy to throw out a number but the real issue is what will it take for SMOD to take off within the year? Is SMOD completely at the mercy of the P.C. industry? How do you see that industry over the next year?

Assuming the P.C. business continues to suffer, what does SMOD have up their sleeve to combat that downturn? Their sales are slowing, their margins are shrinking. They are however aggressively expanding which I believe is smart. How about their contract assembly arm? Is that doing well? These are the questions that must be addressed in the near future. I'm still debating whether to add to my position and average down....A.K.
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