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

To: Mark who wrote (1510)	5/30/1998 12:46:00 PM
From: MileHigh	Read Replies (2) \| Respond to of 2020

Mark, I am bullish on SMOD LT but do not think it is going too much higher in the ST. The day traders should leave this thing and move elsewhere. LT one will wish they bought in at $13, or $11 if it comes, I simply bought now in case $11 and change never arrives... Again, being realistic I would have to say although there has been an overreaction, SMOD (as well as other DRAM and CEM's) are operating in a VERY tough environment right now and will for the next few qtrs, but if you are a LT investor and right out the cyclical nature of this business, you will be amply rewarded...IMHO Regards, MileHigh PS: My original rebuttal was not meant to be harsh, I was simply trying to point out that SMOD, JBL, SCI, etc. are all operating in a similar competitive landscape and SMOD should not be singled out as being ineffective as a company when the problem is industry wide.