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Technology Stocks : Smart Modular - diamond in the rough?
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To: Neil H who wrote (1624)6/30/1998 9:19:00 PM
From: Analog Kid  Read Replies (1) of 2020
 
I really don't understand CPQ's departure in the PCB assembly business. They operate one of the most efficient plants around and a move like this only dilutes their margins even more. Whether it is SMOD, Solectron, Flextronics, SCI is anyone's guess. They all probably have done CPQ business in the past. I hope it's SMOD however!
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