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: Serendipity who wrote (1939)	4/9/1999 8:16:00 PM
From: Mark Peterson CPA	Read Replies (1) of 2020

I think for the most part, the dependency risk on CPQ has already been reflected in the price of the stock(SMOD) given its free-fall from the last month. Suppliers are the first to know when business with their best customer is tight and most of the information IMO has already been reflected in market pricing. But there's for sure going to be a couple of Waldo's who wake up on Monday morning, watch the market open, and then spill what's left of their coffee onto their keyboards... Best regards and so sorry we are both familiar with this dog with fleas and ticks (you must have averaged down - I just sold and took the hit when the stock fell to 18) Mark A. Peterson

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