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Technology Stocks : Smith Micro Software (SMSI) - anyone know this company? -- Ignore unavailable to you. Want to Upgrade?

To: greentree who wrote (168)	3/29/1998 10:17:00 AM
From: SMBenardo	Read Replies (1) \| Respond to of 279

SMSI at 3 1/8 seems ridiculously low, given recently announced Compaq and Acer deals. Surely these two alone will give a boost to earnings. I look for price range of 6-7 once rational-thinking investors factor in the FY 98 and 99 benefits to earnings from these deals, as well as 3Com's clearing of their overstuffed modem channel (and the accepted 56K standard). Let's see what SMSI has to say in their upcoming earnings release. The one-day rise of Mar 12 was clearly overdone, but the subsequent Acer announcement and 3Com channel reduction announcement add continued reasons for optimism. Just my thoughts.