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: michael modeme who wrote (1901)	2/17/1999 6:35:00 PM
From: Tradegod	Read Replies (3) of 2020

It was the best of times.. It was the worst of times Have rode this puppy (this time around) since November. Just listened to the conference call and, well, what you gonna do? Negatives: Missed estimates. didn't warn, tech sector weak. Post from YHOO seems accurate, word leaked that they were going to be 2-4 cents shy. Who knew and who leaked? Positives: Missed do to new rampup, not business decline. Upbeat outlook, cheap valuation, good growth prospects, risk reward seems mitigated. Large short position, Company has 3.4 million of a 4 million share buyback available to purchase. Could ratchet it up tomorrow. If we were around 26, I could see a 5-8 point drop. From 13 3/4, maybe its over. I know I'm not selling tomorrow, and am more inclined to buy now than I was the last couple of days.

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