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: Mark Peterson CPA who wrote (1930)	3/19/1999 12:02:00 PM
From: Feathered Propeller	of 2020

Correctly or incorrectly..... Ajay does seem to have been a favorite topic,(target),on the thread. Some would surmise that the hiring of Keith McDonald, formerly of Samsung, will ameliorate any perceived problem. It seems that just about the time the company picked up two analysts to cover it in the fall of '97, when it touched $40, the bumps in the road started to materialize. Superimposing the CPQ chart on SMOD is not a perfect match, but at 62% of their business a bump for CPQ is obviously a bump for SMOD. To me that is more significant than any "charisma" problem Ajay may or may not have. They are not hiding from the need to diversify their customer base. Nevertheless, it has been an underperformer and pulling the ripcord certainly can be understood. I guess I will stay in denial a little longer. JCC

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