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: MASTEQ who wrote (1820)	11/19/1998 5:35:00 PM
From: michael modeme	Read Replies (1) of 2020

Just got off the CC. Things look fairly good. high demand for 64 Meg EDO's (unexpected due to INTC). Fairly strong 4th quarter. Unusually strong first half '99 due to lower inventories and increase in specialty demand and slight increase in DRAM pricing. revenues strong. PC 100 should pick up after EDO's drop off. Embedded modules should ramp up 2nd quarter. Missed some sales of EDO's. CPQ deal looks very good, but still speculative. Rambus outsourcing very good. Overall looks good. Long term growth prospects great. Think the stock may edge up tomorrow. Cheers

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