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

To: ChinuSFO who wrote (1298)5/14/1998 4:25:00 PM
From: J.Maz  Respond to of 2020
 
C.R.,

I didn't read HP's comments, so I can't respond with any real insight. From what I heard, HP stated that they were seeing serious price competition in the PC marketplace, which is not surprising given the bloated inventory levels Compaq had at the start of the year and the blowout pricing they used to whittle it down. Perhaps HP got jammed up with inventory themselves, who knows. Regardless, without a formal warning from SMOD by now all we can do is sit and wait it out. I for one have confidence in SMOD meeting the numbers, but all that is, is a gut feel.

Regards,

JMaz



To: ChinuSFO who wrote (1298)5/14/1998 4:32:00 PM
From: Dan Proctor  Read Replies (1) | Respond to of 2020
 
Hi Chinmoy,
CPQ 53%, CSCO 12%, HWP 11% in 1997.

Dan



To: ChinuSFO who wrote (1298)5/14/1998 8:09:00 PM
From: michael modeme  Read Replies (1) | Respond to of 2020
 
HP is a big customer. However, HP's sales are very good, it's their profit margin that is poor. Therefore, HP's bad earnings will probably not have a deleterious effect on SMOD. In all likelihood, HP's top line growth will translate into top line growth for SMOD. Cheers


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