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Strategies & Market Trends : Contrarian Investing -- Ignore unavailable to you. Want to Upgrade?

To: Glenn Petersen who wrote (1393)7/27/2007 9:50:27 AM
From: pcyhuang  Respond to of 4080
 
re: SMMX

Glen: At roughly the same price, I think WCI represents a better opportunity.

pcyhuang



To: Glenn Petersen who wrote (1393)7/27/2007 11:05:36 PM
From: jsabelko  Respond to of 4080
 
glenn,

Hi. I agree smmx is looking inexpensive with the cash and some valuable technology and patents. I too am considering a position and may start a small one but for me the key to watch with SMMX is whether exxon renews. They accounted for >50 million of smmx total 125 million in revenue last year. They signed a 5 yr contract on 4/03 so it is up 4/08.

joby


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