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Technology Stocks : Smart Modular - diamond in the rough? -- Ignore unavailable to you. Want to Upgrade?

To: MileHigh who wrote (1255)	5/7/1998 9:29:00 AM
From: exhon2004	Respond to of 2020

MileHigh: re <<I am not familiar with Ajay LT and how he handles Investor Relations>> Who knows! Perhaps Ajay's experience in Uganda taught him not to advertise too loudly the success of a foreign national, lest Idi send his tax collectors over for a look. Best Regards, Greg Gimelli

To: MileHigh who wrote (1255)	5/7/1998 10:39:00 AM
From: VincentTH	Respond to of 2020

MileHigh, Somebody posted earlier that SMOD had pulled this coup in the past, i.e. silent about earnings only to exceed estimate by 100%. However, this time they has warned analysts for a 10% drop in revenue, so I am not looking for any surprise.