SMIT (Schmitt Inds)likely to post 400% earnings gain YoY Message Board

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Technology Stocks : SMIT (Schmitt Inds)likely to post 400% earnings gain YoY

SMIT 0.0155

+3.3%

Oct 14 2:00 PM EST

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To: Michael A. Johnson who wrote (104)	1/17/1997 8:56:00 PM
From: PuddleGlum	of 276

Thanks, Mike. Looks like your motivated seller decided to stay home today and this thing started floating up. Regarding technology, SMIT is probably better than KLAC-TNCR now, but you have to be aware of a) marketing clout, and b) R&D capabilities. SMIT's technology is better now, but Case will have to manage things well to keep it ahead of the competition and Veeco will have to help out on the marketing end. I'm in to SMIT because I'm betting (and crossing my fingers) that Case and Veeco will do their tricks AND I because like the balancing system end of this business. Steve

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