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

To: MileHigh who wrote (1555)	6/13/1998 1:06:00 AM
From: Analog Kid	Respond to of 2020

Milehigh- It certainly is tough to determine the health of the PC industry. On one hand as you mentioned co's like Gateway and Dell give the appearence that all is well. Then you have CPQ, HWP and IBM suffering through excesses in the channel. Probably the bigger question lies in the fact that thanks to CPQ, there is no money in selling these systems anymore. I don't care how efficient you've become. When you are selling something today for $800 that sold for $2000 a year ago, your margins are shit. I'll buy more of SMOD when I'm convinced the market is through tanking. I don't see any rush.