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


To: Andreas who wrote (1357)5/21/1998 8:08:00 PM
From: Jeff Jordan  Read Replies (1) | Respond to of 2020
 
2/20/98 Q1 SMOD reported income up 54% eps up 75% 202mil net up 89%
The next day the stock down over $5 on Ajay's comments

5/21/98 Q2 SMOD reported income up 47% eps up 36% sales up 26% 181 mil

The next day stock down (?) on Ajay's earnings forcast.

Smart Modular sees uncertain quarters He sounds pretty certain about .19 Q3 and .26 Q4?

Investors definitely mislead last quarter with regards to '98 earnings growth.

May I be the first to Down grade Smart Modular

year end earnings estimate revisions:

1.42 X 20eps = $28
1.39 X 18eps = $25
1.10 X 16eps = $17