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Technology Stocks : Smart Modular Technologies (SMOD)

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To: Kevin F. Spalding who wrote (80)12/13/1996 8:17:00 PM
From: TomT   of 134
 
Agree. I bought at $11 and reviewed their Prospectus closely. The only danger i can see is when semis are in in high demand. An IBD article mentioned that they get shorted on their specialty areas because these semis have different/higher commitments. But, that may not occur for a year or so. Low debt, high management ownership, great new products, CISCO picks them as supplier of the year. Cannot ask for more. Watch the small float though, < 4 million infloat could send this in either direction fairly easy. Tom.
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