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Technology Stocks : Smart Modular - diamond in the rough?
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To: freeus who wrote (1585)6/23/1998 3:06:00 PM
From: Adam Nash  Read Replies (1) of 2020
 
Yeah, doesn't want to go past 14. Oh well. I'm expecting nothing from SMOD until next Q's earnings. I figure if they hit the $0.19, or ideally beat it, people will feel less shakey and it will recover to high teens at least.

Then, if they hit the next quarter (or beat it), the market will gradually rediscover SMOD.

However, that means they need to execute well for the next 2-4 quarters at least.

If they miss any of these, at this point, I will likely bail on a good portion of my position. However, I think fundamentally I haven't seen anything company-specific that I am too upset about. I think they got stuck in a bad market, and I think the CEO was too brutally honest in the conference call.

We shall see.
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