Replies to post #50595 on Value Microcaps Motherboard

[stanu78]

what does the public expect from smtx recent earning before it is announced... the earning looks pretty good to me... expectation must be crazy

which makes me worry what will happen on tuesday when MDF report.. I don't even think the earning will be any good.. but I'm in for the long term..

Stan

[wadegarret]

Len thanks, but let me ask you

After reading a post by Digitech and MikeS earlier, it does appear that when inventories are up for the EMS sector it's positive because it's directly in response to contracts recieved. It just seems ironic to me that while you show evidence that the EMS sector historically follows the Semi sector, that EMS Inventories are presently at their highest levels in a while which bodes well for future revenues( if the assumption that higher Inventories are directly related to more orders recieved) and earnings. Len, I do feel that it's the end of the cycle for the Semi sector, mainly because I feel the economy is slowing which bodes bad for cyclicals in general. So Len, reading from your last post, I assume then that you feel it's the end for the EMS sector as well regardless of how good earnings are now, and how good guidence is for the rest of the year. Am I understanding that correct? Wade

[jaybird249]

Lentimen, SMTX has big exposure to TELECOM sector as well as consumer electronics-- please do a little more DD. Telecom sector will be robust for the next 5 years IMO.