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


To: Analog Kid who wrote (1373)5/22/1998 7:30:00 AM
From: BostonView  Read Replies (1) | Respond to of 2020
 
You make a great point, A-Kid.

Sort of perplexing that such lack of visibility and market uncertainty leads Ajay to be very specific about the next two quarters.

He's either an idiot or a sandbagger, meaning they've projected absolute "worst case" after in-depth reviews with key customers. If nothing changes he looks brilliant...if the world suddenly "heals" and orders pick up, well, that's gravy.

Problem is, what's he done for shareholders???