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To: Andrew Vance who wrote (10121)	12/4/1997 2:28:00 PM
From: James H. Irwin	Read Replies (1) \| Respond to of 17305

Andrew, my experience in observing companies announcing ISO certification is that most Institutional investors don't really care. If you were going to make "a sales call" to a holder of SMOD with that information they wouldn't take too many more of your calls. On the flip side, though, it is a minor positive as it would be a negative down the road if they didn't have ISO certification. I hope I don't sound like I'm being critical. Just trying to help you determine what is newsworthy regarding investment consideration. SMOD is a very good company and today Morgan Stanley on First Call continues to recommend the company with a price target of $80. Hope that helps.

To: Andrew Vance who wrote (10121)	12/4/1997 5:00:00 PM
From: Trader X	Read Replies (1) \| Respond to of 17305

I'd be more interested in SMOD if/when DRAM prices firmed-- for real! this is a cut-throat, commodity business...even if they don't make the DRAM itself like TX, they are at the mercy of Korean DRAM makers who are flooding the market with DRAM at prices LOWER than what they paid for their inventory, so they have to sell their product for a loss, or close to it. Which could account for why they've dropped from $89 to 53 since mid-Sept. I wouldn't want to be in their shoes right now! -Kevin