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

To: Joe Donato who wrote (1914)	2/18/1999 11:58:00 AM
From: anicca	Read Replies (1) \| Respond to of 2020

I think it a good value at this price selling at less than 1 times revenue. People keep talking about margins but their margin is close to 7.2% as per yahoo profile. I think their fair value is close to 22-24 at least for now. Also their revenues are growing at 25-30%, even with lesser growth I think it a good value. Could you kindly clarify your assertion that the company is not healthy, or is it just gut feeling on your part? Mo