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First-timer at the Fool site and surprised to find that
someone actually beat me to SMCI. Can't agree more with
you about SMCI. In fact, I longed the stock from 10 and
averaged up to about 18. Already made a small fortune
on this one, but believe that the best is yet to come,
assuming this over-valued market holds up. The fact that
only you posted about SMCI bodes well, indicating that
the stock is still undiscovered.

Oh, I disagreed with you on one small thing - Aspen
Tech. is the leader in this field, not SMCI, unless you
are talking about just petroleum and not chemical process
industry as a whole. SMCI used to be the leader but
was taken over by AspenTech many years ago. How do I
know so much, it's a story for another time. Suffice to
say I work in this field so I know quite a bit about it.
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