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: Analog Kid who wrote (1554)	6/12/1998 11:53:00 PM
From: MileHigh	Read Replies (1) of 2020

Some would argue the PC industry is fine, ask Gateway CEO, business is coming in hand over fist. SMOD's problem arises in OEM's cutting back on inventory, i.e., CPQ, one of their biggest customers. AS far as cost cutting read about the recent announcement about the manu plant in the Far East, this in order to be more competitive. Everyone knows how I feel already, I see this as being a regular slowdown in a cyclical industry. I do not think SMOD is going down the tubes. Remember, IMHO, you must buy in the face of darkness, when all looks bleak and no one else is standing in line, put your money on the table. Come on step up to the plate!! Where is everyone! MileHigh

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