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Just a little reality check here re SMCI, which I still think is a great prospect. However what do you make about the recent pressure on the price. I attribute this to a small cap end of year sell off along with some decrease in value of oil companies in general. The seasonal aspect should change and regarding the oil industry, I think tighter margins should only make SMCI more valuable. I don't believe there has been any fundamental change in this company or its prospects. What do you think?

Philip Lisagor
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