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Technology Stocks : Adaptec (ADPT) -- Ignore unavailable to you. Want to Upgrade?

To: The Philosopher who wrote (1514)	3/31/1998 2:00:00 PM
From: Larry J.	Respond to of 5944

Christopher, You might take a look @ SMOD. Well off its highs of $44 or so ($22 3/4), beaten down based on memory price pressure, CPQ (largest customer), and misses by JBIL and SLR. I believe they have already stated comfort with the quarter (.30) and should rebound nicely if/when memory prices firm. It seems to be moving today in sympathy with RMBS which was upgraded this A.M. SMOD will supply Rambus based modules. Thread's not very active, but its followed by some regular SI' ers whose investment ideas I respect.....Jeff Jordan. BTW, I added more ADPT @ 20 1/16 this A.M. Larry

To: The Philosopher who wrote (1514)	3/31/1998 2:57:00 PM
From: gda	Respond to of 5944

reply to Christopher Hodgkin "Somewhat off subject" You might want to check out TLDCF. It has dropped down from $40's to $11 (now $15) for no fundamental reason. Good thread too. Much smaller company but in the best growth area. gda