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Technology Stocks
Smart Modular - diamond in the rough?
An SI Board Since April 1996
Posts SubjectMarks Bans Symbol
2020 17 0 SMOD
Emcee:  Brian Haulman Type:  Unmoderated
Introduction Market Data Compact
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1920 Conference call replay number is 1-800-642-1687, enter 861124 for ID#. alvinalvin ung-2/19/1999
1919 Conference call replay number anyone ?? <EOM> Serendipity-2/19/1999
1918Tom Gebing-2/18/1999
1917 I think it a good value at this price selling at less than 1 times revenue. Peoanicca-2/18/1999
1916 Thursday February 18, 11:06 am Eastern Time RESEARCH ALERT - SMART Modular upDr. Id-2/18/1999
1915 If you think that SMOD and MU are in the same business, or are comparable, thenJoe Donato-2/18/1999
1914 No doubt the price will go up today, but this company is not healthy. Joe Donato-2/18/1999
1913 Hey, looks like my stock gets called. Win some, lose some. Well, I hope everyMark Peterson CPA-2/18/1999
1912 SMOD indicated at 15 1/2 Go figure. I guess the rumors were even worse than theFinder-2/18/1999
1911 Revenue growth is the most important factor. Smod bidding 15 1/2 in early markeTom Gebing-2/18/1999
1910 All good points. If the shorts drive SMOD down under 12.5 tomorrow, it's NMark Peterson CPA-2/17/1999
1909 Tradegod, thanks for your erudite remarks. To be sure, the stock's performMark Peterson CPA-2/17/1999
1908 Hope your Feb 15's don't get you called out of your entire position. Tradegod-2/17/1999
1907 Have been watching smod and do not own.Feel that recent news is not as negativerobert b furman-2/17/1999
1906 As you know, the vast majority of announced stock buy-backs don't get execuMark Peterson CPA-2/17/1999
1905 Mike, I have an SMOD position too: just 4,000 long. Just for discussion purposeMark Peterson CPA-2/17/1999
1904 Well said. Any insights to the health/future of the CPQ relationship? This was BostonView-2/17/1999
1903 What was their take on the next quarter? Joe Donato-2/17/1999
1902 It was the best of times.. It was the worst of times Have rode this puppy (thiTradegod-2/17/1999
1901 I don't think that their margins declined so much. The apparent decline imichael modeme-2/17/1999
1900 I hate to say it, but revenue growth is not that important when evaluating thisJoe Donato-2/17/1999
1899 Brokers, analysts pissed off at Ajay! Got this off the Yahoo thread. Take it Serendipity-2/17/1999
1898 I'd be interested in finding out how much the additional ramp up costs impaSerendipity-2/17/1999
1897 Nice Revenue growth! Revenue (millions) 131.6 143.7 201.9 217.5 202.8 181.4 .michael modeme-2/17/1999
1896 Pooky - see the press release.... We are not slaughtered...even though we have Tom Gebing-2/17/1999
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