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

To: Neil H who wrote (1624)6/30/1998 9:19:00 PM
From: Analog Kid  Read Replies (1) | Respond to of 2020
 
I really don't understand CPQ's departure in the PCB assembly business. They operate one of the most efficient plants around and a move like this only dilutes their margins even more. Whether it is SMOD, Solectron, Flextronics, SCI is anyone's guess. They all probably have done CPQ business in the past. I hope it's SMOD however!



To: Neil H who wrote (1624)7/1/1998 10:31:00 PM
From: Chas  Respond to of 2020
 
I think this line was building motherboards not DRAM modules.
Compaq already does a ton of business with SMOD>
good trading


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