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

To: Memoryman who wrote (1664)	7/15/1998 10:18:00 PM
From: Jeff Jordan	Read Replies (1) \| Respond to of 2020

My recommendation is wait for SMOD to hit $12-$13 and buy like hell. Memoryman, This happened yesterday. Today is what those who manipulated the stock did. I will be buying puts first thing in the am. I tried to buy some calls yesterday after selling but wasn't filled? I wonder why? I only sold yesterday because of institutional selling, I had assumed some kind of 4Q earnings warning had leaked. I only wish the company would be more forthcoming publicly about their business instead of relying on analysts. I have endured enough surprises from the company this year, so it didn't take much for me to bail watching the activity yesterday. I tried to hold but the size/number of blocks traded made me think someone knew something I didn't. It was very curious SMOD was upgraded this morning. DB 07:27 [SMOD] SMART MODULAR TECH STARTED AT BUY - ROBERTSON STEPHENS. Excellent informative insights, you are obviously a professional in the industry and I am suspect as to your arrival on this thread. That being today and this your only post on SI. Jeff

To: Memoryman who wrote (1664)	7/15/1998 10:24:00 PM
From: BostonView	Read Replies (1) \| Respond to of 2020

Good work, Mem-man. Now, suddenly, $12-$13 seems "cheap". But my gut tells me we'll see $13 before we see $20. BV

To: Memoryman who wrote (1664)	7/16/1998 8:40:00 AM
From: HDC	Read Replies (1) \| Respond to of 2020

Memoryman, Do you have any idea what percentage of memory module business is contracted out by the DRAM guys such as Samsung, Hitachi, Mitsubishi, LG Semicon, etc.? I ask this because SMOD lists Samsung as a memory module production competitor in their current 10Q quarterly report. It is discussed in the section "Intense Competition". I understand that SMOD builds some memory modules for Samsung and many others. I am confused as to how much of this business is available to quality contract mfgs such as SMOD. Thanks in advance, HDC