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


To: freeus who wrote (1613)6/29/1998 1:23:00 PM
From: Jeff Egg  Read Replies (1) | Respond to of 2020
 
This company has tremendous growth history, strong innovative history, and a great balance sheet. The future would appear promising at this time for the company. The market may view the stock price to be appropriate at @ 14..........I disagree.

Company is priced @ an 11 PE when they had a 20% ROE for FY 97, and experienced a growth rate over 20 percent in revenues and earnings for the last qtr and FY 97. The price of the stock will reflect the value of the company in a longer term time horizon. My opinion is this stock is underpriced relative to the value of the company.



To: freeus who wrote (1613)6/29/1998 2:08:00 PM
From: Tradegod  Read Replies (2) | Respond to of 2020
 
Must be some big time quarter end window dressing. Some fund just dumped 160,000 shares at 13 7/8.