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

To: Andreas who wrote (1356)	5/21/1998 6:59:00 PM
From: DaveMG	Respond to of 2020

Andreas, What do you base these opinions on? Where did you hear of these quality problems? Compaq has had excess inventory. Of course they're buying less until these problems are cleared up. The co is telling you that earnings will slow. They say that they believe the next quarter will be the worst.This is also what INTC has said. It seems the entire PC sector is facing these problems. You sound like the kind of investor who thinks he's a genius when the stock's going up. Now it's going down and it's all their fault....Obviously I don't think this is great either, however the price already reflects alot of this , unless everybody panics tomorrow which I'm afraid is what will happen. Respectfully, Dave