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

To: Analog Kid who wrote (1554)	6/12/1998 11:53:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 2020

Some would argue the PC industry is fine, ask Gateway CEO, business is coming in hand over fist. SMOD's problem arises in OEM's cutting back on inventory, i.e., CPQ, one of their biggest customers. AS far as cost cutting read about the recent announcement about the manu plant in the Far East, this in order to be more competitive. Everyone knows how I feel already, I see this as being a regular slowdown in a cyclical industry. I do not think SMOD is going down the tubes. Remember, IMHO, you must buy in the face of darkness, when all looks bleak and no one else is standing in line, put your money on the table. Come on step up to the plate!! Where is everyone! MileHigh

To: Analog Kid who wrote (1554)	6/13/1998 5:47:00 PM
From: freeus	Read Replies (1) \| Respond to of 2020

Hi, I personally dont like averaging down for anything but Dell. Supposedly Drams and Srams are supposed to be getting into short supply though although some parts makers will still be in trouble after this year Smod shouldnt. I also think the PC industry will expand to overcome this present stagnation. The question mark is the world economy: so many countries are in a poor position and if that is not cleared by the end of the year in most of them, we have a problem on our hands. Freeus