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Strategies & Market Trends : India Coffee House -- Ignore unavailable to you. Want to Upgrade?

To: Mohan Marette who wrote (423)	5/11/1998 9:46:00 AM
From: Sam	Respond to of 12475

"You still have SMOD,looks like they are not dong too badly these days,eh?" Yes, its still a waiting game for earnings and forward guidance, though. After earnings (on the 21st, I believe), they will either go through 30 or back to the low 20s. I think the former. I added 500 at a little below 24. Thinking about adding some more. Don't really know much about Ajay, but he gets some good press. I like CEOs who have been through a lot of s--t in their life. They are driven. He seems to me to driven and very intelligent, a real entrepreneur who sniffs out opportunities; he has made a company in a business that is rife with opportunity. s.