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Technology Stocks : Smart Modular - diamond in the rough?

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To: Andreas who wrote (1879)1/29/1999 1:15:00 PM
From: HDC  Read Replies (1) of 2020
 
Andreas, RE: <<The stock is dropping based on the following rumors floating out there; smod has lost a portion (amount unknown) of their cpq business and consequently sales are supposedly flat with first call earnings estimates to be missed by one to two pennies.>>

Have these rumors come up again or are these the same that were batted around on this thread a couple of months ago? I ask this because I understood A. J. to say in the last conference call that the rumor regarding lost business at Compaq had not happened.

Thanks,

Duncan
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