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

To: Paul Viapiano who wrote (1851)	12/7/1998 11:40:00 PM
From: Tradegod	Read Replies (1) \| Respond to of 2020

While I heard the conference call and would like to agree with you, how else can you explain why this stock is not soaring along with Micron and Compaq, and JBL, NVLS, SCI, SLR etc. etc. It's got the best balance sheet and consistent earnings in the sector and it's going down! We're talking new highs for everyone else. A sharp money guy called us last week suggesting to short it into the 2 1/2 point run because of "insider selling" and that they've lost a third of the Compaq business. I dispelled it based on what the company told me. Then checked the Bloomberg and there were some insider sells very recently. At that time, Smod was 23 3/4. It's been steadily down since then. I'm still long but not stupid. SMOD has burned me too many times. Somebody needs to get them to address it.