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

To: Mark Peterson CPA who wrote (1906)	2/17/1999 10:17:00 PM
From: robert b furman	Read Replies (1) \| Respond to of 2020

Have been watching smod and do not own.Feel that recent news is not as negative as this thread paints it.I am not intimate with this stock and do not profess to understand it's price action. If I might offer a general observation - this recent price dip is occurring on very light volume relative to other dips of the past ( into the 12 - 13 range ).Leads me to think it is a set up for the perfect last shake before rapid price rise.Am I sniffing glue? - would appreciate long term holders opinions before I take the nestea plunge.Looks to me like it's average down time before a nice pop.Pricing will become very lucrative when direct rambus DRAM is in short supply.(after all Intel has spent almost a billion to buy into DRAM Makers operations to ensure no shortage).With no Intel sponsorship won't Smod be in the swing position to offer Rambus Direct DRAM on the spot market at the primo price?? BWDIK Bob

To: Mark Peterson CPA who wrote (1906)	2/17/1999 10:25:00 PM
From: Tradegod	Read Replies (2) \| Respond to of 2020

Hope your Feb 15's don't get you called out of your entire position. Management's lack of street guidance is equalled only by their ability to execute their business plan in a challenging business. I invite your attention to the other memory related companies. Most have losses and a lot of debt including big daddy MU. My take is that this two cent shortfall is a non event. It was related to additional expenses ramping up for GROWTH, not revenue or business shortfall. If it were AMZN, it would be a reason for a 10 point up day! Sadly, management could have guided the analysts to move this two cents into next quarter and quietly have done that with no negative impact on the stock. Their well know reluctance to respond to fluxuations in the stock price has made them easy prey for rumors and short sellers. With the cash they have, then a stock buyback would make sense. What has been our pain, may look like a bargain to new shareholders. I also imagine that those who have rode it this low aren't about to get out now. Shouldn't take much to move it back up. Don't be surprised if the shorts try to open it down to invite selling. It all depends on the big houses to save the day.