SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Smart Modular - diamond in the rough? -- Ignore unavailable to you. Want to Upgrade?


To: MGV who wrote (2006)9/13/1999 5:56:00 PM
From: Ausdauer  Read Replies (2) | Respond to of 2020
 
MGV,

Bought 200 of SMOD on Friday because the last Q top line growth was so impressive and, in retrospect, the company seemed to have only a small hiccough in revenues in 1998 despite the Asian Flu. They are on target to make about $1.20 this year, so the P/E of 19 (based on price of $22 3/4) seemed reasonable given the improvement in DRAM prices and the burgeoning demand for flash memory.

Any idea on what the SMOD will do tomorrow or whether 100 shares of Solectron are a good long term hold?

Ausdauer



To: MGV who wrote (2006)9/14/1999 9:53:00 AM
From: flyboy  Read Replies (1) | Respond to of 2020
 
This is great news...I think that SLR got a great deal here...The market seems to agree since SLR is up today...