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

To: Robert Scott who wrote (1454)5/25/1998 10:48:00 AM
From: gmccon  Read Replies (2) | Respond to of 2020
 
This one may lose another point, or it may not. I thought HWP was a good short after they dissappointed, because it's initial drop wasn't enough. And, indeed, it's down another 5 points since earnings. The difference is that SMOD didn't run up prior to earnings, it lost 20% in the weeks before. My opinion is that it was fairly valued when earnings came out. Thereafter, it should have lost a couple points in a bad market. Not 8. This was over-done during a time when DELL, among other boxers, is "adjusting" on woes that PC sales and margins are weakening. A whole lot of bad timing came into play here, not just the company's over-honesty.

Greg



To: Robert Scott who wrote (1454)5/25/1998 10:50:00 AM
From: MileHigh  Read Replies (1) | Respond to of 2020
 
Let 'em all short it, this only means more buyers in the future and more shares to be bought on the cheap! Shorting is in most cases a short term investment, I am a long term investor and SMOD a year or two from now will be rocketing.

MileHigh


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