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

To: Jim Goodman who wrote (1589)	6/23/1998 8:59:00 PM
From: P.M.Freedman	Respond to of 2020

Today's moving were based on the news from HWP who is the #2 customer of SMOD. HWP's market shares in PC area recently increased significantly. This tells me that SMOD will be no doubt to beat its own $0.19/sh setting. Since CPQ's acquisition of DEC and its strong pushing on sub-$1000 computer sales, the requirements for SMOD's products may not reduced as the Street expected before. Actually, SMOD is one of the semi companies who exposed themselves very little to the Asian manufacturers. CPQ's revenue numbers may show us more information for SMOD's numbers of this quarter. Good luck!