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

To: Adam Nash who wrote (1321)	5/19/1998 8:22:00 PM
From: Lane	Read Replies (1) \| Respond to of 2020

would this be a good time to establish a new position in SMOD? Currently don't own any and have been waiting to buy since the last earnings release. Thought I had missed it, but looks like it wants to come back down at least for a little while. Any suggestions? TIA

To: Adam Nash who wrote (1321)	5/20/1998 1:16:00 PM
From: Buzz Lightyear	Read Replies (2) \| Respond to of 2020

I dug this up from my Feb 20 post. Has SMOD warned since the CC in Feb? If I remember right they only warned about revenue. AJ is supposed to be good cost container. SMOD looks to be well positioned here to me. I'll try a wild guess of revenue $183.0 and $.33 earnings. Good Luck everyone. Revenue stream for SMOD. 96 Q4 = $106.3 97 Q1 = $131.6 Q/Q + 23% 97 Q2 = $143.7 Q/Q + 9% 97 Q3 = $201.9 Q/Q + 28% 97 Q4 = $217.5 Q/Q + 6% 98 Q1 = $202.8 Q/Q - 7% 98 Q2 = projected Q/Q -10% = $182.5 ? ==========================