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Technology Stocks : Simulation Sciences (SMCI) -- Ignore unavailable to you. Want to Upgrade?

To: Papril who wrote (117)	2/14/1998 4:19:00 PM
From: Rational	Read Replies (2) \| Respond to of 183

Peggy: SMCI 401(k) Plan put (all?) its money (7.3%) on SMCI stock after the drop. Sankar

To: Papril who wrote (117)	2/15/1998 12:42:00 PM
From: kvogel	Respond to of 183

Peggy, You seem very knowledgeable about SMCI so I'll ask you my one question which is also my main concern. The press release by the company has the CEO saying "due to unanticipated R&D". It sounds like he doesn't have much control on costs to roll out PRO/II ver 5 or maybe for development of ROMeo. I've seen software companies get themselves into trouble with analysts and the "street" because of the word 'unanticipated'. It gives the impression of an open sore. What is your read on this problem? Thanks in advance. Karl